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Pioneer International Value Y (INVYX) Fund Ranking and Research

Ranking, Research and Recommendation of Pioneer International Value Y (INVYX) Fund

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

 

Graph of Pioneer International Value Y Fund (INVYX) ManagerFund Manager - Madelynn M. Matlock

Fund Manager Information

Fund Manager Tenure: 6.5 years
Fund Family: Pioneer Investments
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of Pioneer International Value Y Fund (INVYX) ProfilePioneer International Value Y Fund (INVYX) Profile

Fund Profile and Description

Pioneer International Value Y Fund seeks long-term capital growth. Pioneer International Value Y Fund normally invests at least 80% of total assets in equity securities of non-U.S. issuers. It invests in securities of companies domiciled in at least three different foreign countries. Pioneer International Value Y Fund may invest more than 25% of the assets in issuers organized in Japan or the United Kingdom or in securities quoted or denominated in the Japanese yen, the British pound and the euro. It will not invest more than 25% of its total assets in securities of issuers located in any one such country.

 

Pioneer International Value Y (INVYX) Fund Strength What we like about Pioneer International Value Y (INVYX) Fund

Data for Pioneer International Value Y Fund (INVYX) as of May 30, 2016

  • Pioneer International Value Y Fund (INVYX) management has been with Pioneer International Value Y Fund for 6.5 years
  • Pioneer International Value Y Fund (INVYX) has good short-term performance (1-year return -9.35% vs -10.09% Foreign Large Blend category median performance)
  • Pioneer International Value Y Fund (INVYX) has good mid-term performance (3-year return 2.38% vs 1.82% Foreign Large Blend category median performance)
  • Pioneer International Value Y Fund (INVYX) has good Long-term performance (5-year return 1.81% vs 1.53% Foreign Large Blend category median performance)
  • Pioneer International Value Y Fund (INVYX) ratio of up-years vs down years is greater than 2
  • Asset base in Pioneer International Value Y Fund (INVYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Pioneer International Value Y Fund (INVYX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.28, lower than category average of 12.81
  • Pioneer International Value Y Fund (INVYX) has a lower expense ratio than its Foreign Large Blend average: 1.04% vs 1.14%
  • Pioneer International Value Y Fund (INVYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Pioneer International Value Y Fund (INVYX) Weakness What we are cautious about Pioneer International Value Y (INVYX) Fund

Data for Pioneer International Value Y Fund (INVYX) as of May 30, 2016

  • Pioneer International Value Y Fund (INVYX) has a Morningstar rating of 3 and below
  • Pioneer International Value Y Fund (INVYX) has an annual stock turnover rate of 49.00% that is higher than the Foreign Large Blend average of 44.90%. This could mean Pioneer International Value Y is more nimble, but also signal potential high tax impact and high trading fees
See Pioneer International Value Y Fund (INVYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Pioneer International Value Y Fund (INVYX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Pioneer International Value Y-0.70-9.352.381.81
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Pioneer International Value Y Fund (INVYX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Pioneer International Value Y Fund (INVYX) Net Asset TrackingPioneer International Value Y (INVYX) Fund Net Asset

Track net asset change of Pioneer International Value Y fund (INVYX)

DateNet Asset
05/2016$162.00M
03/2016$160.05M
02/2016$150.07M
More historic net asset information on Pioneer International Value Y Fund (INVYX)

  

Graph of Pioneer International Value Y Fund (INVYX) Portfolio TrackingPioneer International Value Y (INVYX) Fund Portfolio Allocation

Track portfolio allocation change of Pioneer International Value Y fund (INVYX)

DateCashStockBondOther
03/20162.41%97.47%0%0.12%
01/20165.11%94.81%0%0.08%
12/20151.67%98.3%0%0.03%
Click here to see more historic asset allocation information on Pioneer International Value Y Fund (INVYX)

 

graph of Pioneer International Value Y Fund (INVYX) Top 10 Position TrackingTop 10 Holdings in Pioneer International Value Y (INVYX) Fund

Discover what Pioneer International Value Y Fund (INVYX) manager is buying

Mar 30, 2016
VONOVIA N [2.03%]
Hibernia REIT PLC [2.01%]
Kerry Group PLC Class A [1.91%]
SX5E/AXA BANQUE 25 [1.87%]
DAIKIN INDS LTD [1.85%]
Siemens AG [1.85%]
Whitbread PLC [1.84%]
Danone SA [1.8%]
Goodman Group [1.79%]
Carnival PLC [1.77%]

Jan 30, 2016
VONOVIA N [2.12%]
SX5E/AXA BANQUE 25 [2.03%]
Hibernia REIT PLC [1.98%]
Danone SA [1.8%]
ROCHE HLDG AG DIV RT [1.73%]
KEYENCE CORP [1.73%]
Kerry Group PLC Class A [1.72%]
Shire PLC [1.72%]
Siemens AG [1.72%]
BRIDGESTONE CORP OR [1.71%]

Dec 30, 2015
SX5E/AXA BANQUE 25 [2.07%]
NOVARTIS AG BASL [2.02%]
VONOVIA N [2%]
Hibernia REIT PLC [1.98%]
KURARAY CO [1.91%]
KEYENCE CORP [1.86%]
SUNDRUG CO LTD [1.78%]
Carnival PLC [1.77%]
ZURICH FINCL SVCS [1.75%]
YASKAWA ELECTRIC COR [1.71%]
Click here for Stock Holding Change Map in Pioneer International Value Y Fund (INVYX)

  

Latest News on Pioneer International Value Y (INVYX) Fund

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Pioneer International Value Y Fund (INVYX) Related ResourcesSee more information on Pioneer International Value Y (INVYX) Fund

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