CVRFX : Pioneer Disciplined Value Fund Class R

CVRFX is a US Stocks Market Large Value with HIGH fees.

CVRFX

Pioneer Disciplined Value Fund Class R

FI Score

30 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

30% FI Score
  • cvrfx
  • Mutual Fund
  • US Stocks
  • Large Value

Pioneer Disciplined Value Fund Class R

Expenses: 1.53% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund invests primarily in equity securities of U.S. issuers. For purposes of the fund's investment policies, equity securities include common stocks and other equity instruments, such as funds that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts (REITs) and preferred stocks. It may invest in issuers of any market capitalization. The fund may invest in securities in any industry or market sector. It may invest in fewer than 40 securities. The fund may invest in initial public offerings of equity securities.

Largest Holdings

Amount Holding
5.46% Berkshire Hathaway Inc Class B
5.21% JPMorgan Chase & Co
5.16% Bank of America Corp
4.88% Verizon Communications Inc
3.99% Johnson & Johnson
3.98% Comcast Corp Class A
3.26% Essex Property Trust Inc
3.25% Caterpillar Inc
3.23% American Electric Power Co Inc
3.13% Medtronic PLC
3.07% Walmart Inc
3.00% Chevron Corp
2.77% NextEra Energy Inc
2.71% Progressive Corp
2.02% EOG Resources Inc
1.92% SVB Financial Group
1.88% Cognizant Technology Solutions Corp A
1.82% Anthem Inc
1.80% DuPont de Nemours Inc
1.76% Zimmer Biomet Holdings Inc
1.56% Merck & Co Inc
1.53% The Hartford Financial Services Group Inc
1.50% Norfolk Southern Corp
1.49% NetApp Inc
1.48% PepsiCo Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo