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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.18 | 1.49 | 0.31 |
Stocks | 98.83 | 98.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.43 | 15.20 |
Price to Book | 2.06 | 2.39 |
Price to Sales | 1.39 | 1.62 |
Price to Cash Flow | 9.75 | 10.10 |
Dividend Yield | 3.47 | 2.63 |
5 Years Earnings Growth | 7.58 | 9.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.68 | 20.59 |
Healthcare | 13.95 | 15.15 |
Industrials | 11.39 | 11.93 |
Energy | 10.39 | 8.57 |
Technology | 8.34 | 12.39 |
Consumer Defensive | 8.31 | 8.54 |
Consumer Cyclical | 7.31 | 6.40 |
Basic Materials | 5.96 | 3.91 |
Communication Services | 4.91 | 5.44 |
Utilities | 3.73 | 5.12 |
Real Estate | 2.03 | 3.56 |
Number of long holdings: 56
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 5.26 | 115.12 | +0.19% | |
Wells Fargo&Co | US9497461015 | 4.89 | 59.39 | +3.42% | |
J&J | US4781601046 | 3.93 | 146.16 | +0.25% | |
United Parcel Service | US9113121068 | 3.58 | 136.85 | +0.75% | |
Cisco | US17275R1023 | 3.17 | 47.51 | +0.13% | |
Coterra Energy | US1270971039 | 3.11 | 26.67 | -0.67% | |
Walt Disney | US2546871060 | 2.99 | 99.18 | -2.93% | |
IBM | US4592001014 | 2.66 | 172.95 | +1.23% | |
LyondellBasell Industries | NL0009434992 | 2.54 | 95.66 | -0.18% | |
Northern Trust | US6658591044 | 2.51 | 83.98 | +1.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.45B | 14.89 | 9.81 | 13.11 | ||
Pioneer Fundamental Growth Y | 4.78B | 10.79 | 10.09 | 14.05 | ||
Pioneer Multi Asset Income Y | 2.36B | 5.58 | 5.26 | 5.75 | ||
Pioneer Disciplined Growth A | 1.89B | 6.87 | 7.64 | 13.15 | ||
Pioneer Core Equity A | 1.8B | 5.78 | 4.78 | 10.37 |
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