Pioneer Cullen Value B
60 State Street 20th Floor Boston, Massachusetts 02109-1820
Map
Phone: 800-225-6292
| Category: | Large Value | | Fund Family: | Pioneer Investments | | Net Assets: | 102.21M | | Year-to-Date Return: | -11.63% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Feb-05 |
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James P. Cullen
Lead Manager since
03-Jul-00 | | | Cullen is founder and portfolio manager with Schafer Cullen Capital Management, Inc. He has been in the investment management business for more than 30 years. Prior to forming Schafer Cullen, Cullen was vice president of Donaldson, Lufkin & Jenrette. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation; current income is a secondary objective. The fund invests primarily in equity securities. The fund may invest a significant portion of assets in equity securities of medium- and large-capitalization companies. The fund may be subject to the risks of investing in companies with market capitalizations of $1.5 billion or more. It may invest up to 30% of assets in securities of non-U.S. issuers. |
| Last Dividend
(21-Dec-07):
| 0.08 | | Last Cap Gain
(29-Nov-07):
| 0.05 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 59.99% |
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| Expense | CVFBX | Category
Avg | | Total Expense Ratio: | 1.99%
| 1.27% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 4.00%
| 2.67% | | 3 Yr Expense Projection*: |
$927 | $588 | | 5 Yr Expense Projection*: |
$1,178 | $902 | | 10 Yr Expense Projection*: |
$2,092 | $1,772 |
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1.49% Nasdaq 
0.27%
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