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Pioneer Disciplined Value C (CVCFX) Fund Ranking and Research

Ranking, Research and Recommendation of Pioneer Disciplined Value C (CVCFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Pioneer Disciplined Value C Fund (CVCFX) ManagerFund Manager - Ashesh Savla

Fund Manager Information

Fund Manager Tenure: 13.5 years
Similar Funds: CVRFX 
Fund Family: Pioneer Investments
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of Pioneer Disciplined Value C Fund (CVCFX) ProfilePioneer Disciplined Value C Fund (CVCFX) Profile

Fund Profile and Description

Pioneer Disciplined Value C Fund seeks capital appreciation; current income is a secondary objective. Pioneer Disciplined Value C Fund invests primarily in equity securities. It may invest a significant portion of assets in equity securities of medium and large-capitalization companies. Pioneer Disciplined Value C Fund may invest up to 30% of assets in securities of non-U.S. issuers. It may invest up to 10% of total assets in securities of emerging-market issuers. Pioneer Disciplined Value C Fund also may investment in investment grade and below investment grade debt securities (known as "junk bonds") and derivatives.

 

Pioneer Disciplined Value C (CVCFX) Fund Strength What we like about Pioneer Disciplined Value C (CVCFX) Fund

Data for Pioneer Disciplined Value C Fund (CVCFX) as of May 30, 2016

  • Pioneer Disciplined Value C Fund (CVCFX) management has been with Pioneer Disciplined Value C Fund for 13.5 years
  • Pioneer Disciplined Value C Fund (CVCFX) ratio of up-years vs down years is greater than 2

Pioneer Disciplined Value C Fund (CVCFX) Weakness What we are cautious about Pioneer Disciplined Value C (CVCFX) Fund

Data for Pioneer Disciplined Value C Fund (CVCFX) as of May 30, 2016

  • Pioneer Disciplined Value C Fund (CVCFX) has a less-than-ideal short-term performance (1-year return -5.61% vs -2.36% Large Value category median performance)
  • Pioneer Disciplined Value C Fund (CVCFX) has a less-than-ideal mid-term performance (3-year return 5.28% vs 7.81% Large Value category median performance)
  • Pioneer Disciplined Value C Fund (CVCFX) has a less-than-ideal Long-term performance (5-year return 6.61% vs 9.15% Large Value category median performance)
  • Pioneer Disciplined Value C Fund (CVCFX) has a Morningstar rating of 3 and below
  • Pioneer Disciplined Value C Fund (CVCFX) is less safe compared to its Large Value peers
  • Pioneer Disciplined Value C Fund (CVCFX) has an annual stock turnover rate of 122.00% that is higher than the Large Value average of 44.24%. This could mean Pioneer Disciplined Value C is more nimble, but also signal potential high tax impact and high trading fees
  • Pioneer Disciplined Value C Fund (CVCFX) does not have a good risk adjusted return as its 3-year Alpha of -5.8 is worse than category average of -2.66, and its 3-year Sharpe ratio is 0.48
  • Pioneer Disciplined Value C Fund (CVCFX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.2 that is higher than category average of 11.7
  • Pioneer Disciplined Value C Fund (CVCFX) has a higher expense ratio of 1.91% than its Large Value average of 1.10%
  • Pioneer Disciplined Value C Fund (CVCFX) carries a 1% load
See Pioneer Disciplined Value C Fund (CVCFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Pioneer Disciplined Value C Fund (CVCFX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Pioneer Disciplined Value C2.35-5.615.286.61
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Pioneer Disciplined Value C Fund (CVCFX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Pioneer Disciplined Value C Fund (CVCFX) Net Asset TrackingPioneer Disciplined Value C (CVCFX) Fund Net Asset

Track net asset change of Pioneer Disciplined Value C fund (CVCFX)

DateNet Asset
05/2016$589.59M
03/2016$600.21M
02/2016$574.77M
More historic net asset information on Pioneer Disciplined Value C Fund (CVCFX)

  

Graph of Pioneer Disciplined Value C Fund (CVCFX) Portfolio TrackingPioneer Disciplined Value C (CVCFX) Fund Portfolio Allocation

Track portfolio allocation change of Pioneer Disciplined Value C fund (CVCFX)

DateCashStockBondOther
04/20161.23%98.77%0%0%
02/20161.66%98.34%0%0%
01/20160.68%99.32%0%0%
Click here to see more historic asset allocation information on Pioneer Disciplined Value C Fund (CVCFX)

 

graph of Pioneer Disciplined Value C Fund (CVCFX) Top 10 Position TrackingTop 10 Holdings in Pioneer Disciplined Value C (CVCFX) Fund

Discover what Pioneer Disciplined Value C Fund (CVCFX) manager is buying

Apr 29, 2016
Johnson & Johnson Common Stock [4.73%]
JP Morgan Chase & Co. Common St [4.68%]
Cisco Systems, Inc. [4.35%]
Synchrony Financial Common Stoc [3.69%]
Chevron Corporation Common Stoc [3.66%]
Public Service Enterprise Group [3.52%]
Time Warner Inc. New Common Sto [3.37%]
Hartford Financial Services Gro [3.25%]
Schlumberger N.V. Common Stock [3.11%]
Molson Coors Brewing Company Cl [3.04%]

Feb 28, 2016
Johnson & Johnson Common Stock [4.73%]
Schlumberger N.V. Common Stock [3.65%]
Public Service Enterprise Group [3.46%]
Time Warner Inc. New Common Sto [3.16%]
Chevron Corporation Common Stoc [2.96%]
PNC Financial Services Group, I [2.95%]
JP Morgan Chase & Co. Common St [2.95%]
Wells Fargo & Company Common St [2.91%]
Molson Coors Brewing Company Cl [2.88%]
Occidental Petroleum Corporatio [2.77%]

Jan 30, 2016
Johnson & Johnson Common Stock [5.36%]
Schlumberger N.V. Common Stock [3.67%]
Time Warner Inc. New Common Sto [3.36%]
Public Service Enterprise Group [3.34%]
Ingersoll-Rand plc (Ireland) [3.31%]
PNC Financial Services Group, I [3.13%]
Wells Fargo & Company Common St [3.11%]
JP Morgan Chase & Co. Common St [3.11%]
Molson Coors Brewing Company Cl [3.06%]
Bank of America Corporation Com [2.91%]
Click here for Stock Holding Change Map in Pioneer Disciplined Value C Fund (CVCFX)

  

Latest News on Pioneer Disciplined Value C (CVCFX) Fund

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Pioneer Disciplined Value C Fund (CVCFX) Related ResourcesSee more information on Pioneer Disciplined Value C (CVCFX) Fund

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