Pioneer Fundamental Growth B 60 State Street 13th Floor Boston MA 02109 Map
Phone: 800-225-6292
| Category: | Large Growth | | Fund Family: | Pioneer Investments | | Net Assets: | 1.03M | | Year-to-Date Return: | -6.94% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Dec-05 |
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Andrew Acheson
Lead Manager since
17-Jan-07 | | | Acheson is a portfolio manager and vice president with Pioneer Investment Management, his employer since May 2001. Prior to his current position, he was a portfolio manager at Pioneer Investment Management Limited (formerly known as Europlus Investment Management & Research Ltd.) (Ireland) from 1999 to 2001 and at Setanta Asset Management (Ireland) from 1998 to 1999. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks Long-term capital growth. The fund invests normally at least 80% of net assets in equity securities of large companies, that is, companies similar in size to issuers included in the Russell 1000 Growth index. The Russell 1000 Growth index is a large capitalization index that measures the performance of companies in the index with higher price-to-book ratios and higher forecasted growth values. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Nov-07):
| 0.22 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 98.32% |
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| Expense | FUNBX | Category Avg | | Total Expense Ratio: | 2.15%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 4.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,549 | $622 | | 5 Yr Expense Projection*: |
$2,379 | $957 | | 10 Yr Expense Projection*: |
$4,642 | $1,889 |
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