PIONEER_windfall_SErman_03810
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Large Cap Strategies

Actively managed US large cap strategies
Untitled Document

As of June 30, 2017

   

Disciplined Growth

 

US Dividend Equity

 

US Concentrated Growth

Composite Inception Date

 

December 2005

  July 1990  

December 1993

Assets Under Management

 

$1,151 million

  $2,445 million  

$10,990 million

Process Driver

 

Fundamental Analysis

 

Fundamental Analysis

 

Fundamental Analysis

Number of Holdings

 

40 to 50

 

85 to 110

 

35 to 45

Typical Tracking Error

 

3% to 8%

 

4% to 6%

 

3% to 6%

Typical Investment Horizon

 

1 to 2 years

 

3 to 5 years

 

4 to 6 years

Benchmark

 

Russell 1000® Growth Index

 

Russell 1000® Value Index

 

Russell 1000® Growth Index

       

   

US Large Cap Core

       

Composite Inception Date

 

January 1990*

       

Assets Under Management

 

$6,587 million

       

Process Driver

 

Fundamental Analysis

       

Number of Holdings

 

40 to 70

       

Typical Tracking Error

 

3% to 6%

       

Typical Investment Horizon

 

3 to 5 years

       

Benchmark

 

S&P 500® Index

       
           

Source: Pioneer Investments, June 30, 2017

*The Strategy traces its roots back to 1928.

Please Note: The Internal Guidelines referenced do not necessarily represent statutory limitations. These internal guidelines are used as guidance in the daily management of the strategy's investments. These guidelines are subject to change and should not be relied upon as a long term view of the strategy's exposures, limitations, and/or risks.