Mutual Fund Insights: Pioneer Real Estate A Fund (PWREX)

In-depth Analysis of Pioneer Real Estate A Fund (PWREX)

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See Pioneer Real Estate A Fund (PWREX) performance details as of January 31, 2010

  

Last Trade: $17.95 on 3/18/2010, Change: -0.10 (-0.55%)

  

Fund Manager - Matthew A. Troxell

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

Matthew A. Troxell, CFA: began investment career in 1980; joined AEW in 1994; has managed the Fund since inception; BA, Tufts University.  Get more insights on Matthew A. Troxell

  

 What we like about Pioneer Real Estate A Fund (PWREX)

Data for Pioneer Real Estate A Fund (PWREX) as of January 31, 2010

• Pioneer Real Estate A Fund (PWREX) management has been with Pioneer Real Estate A Fund for 5.2 years
• Pioneer Real Estate A Fund (PWREX) has good short-term performance (1-year return 49.16% vs 47.97% Real Estate category average)
• Pioneer Real Estate A Fund (PWREX) has good Long-term performance (5-year return 0.78% vs -0.30% Real Estate category average)
• Pioneer Real Estate A Fund (PWREX) has an annual stock turnover rate of 18.00% vs Real Estate average of 119.83%. It is good that Pioneer Real Estate A management does not trade extensively for its return.

  

 What we are cautious about Pioneer Real Estate A Fund (PWREX)

Data for Pioneer Real Estate A Fund (PWREX) as of January 31, 2010

• Pioneer Real Estate A Fund is a focused fund with 50.84% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Pioneer Real Estate A Fund (PWREX) has a less-than-ideal mid-term performance (3-year return -17.58% vs -17.09% Real Estate category average)
• Pioneer Real Estate A Fund (PWREX) ratio of up-years vs down years can be improved
• Pioneer Real Estate A Fund (PWREX) has a Morningstar rating of 3 and below
• Pioneer Real Estate A Fund (PWREX) is less safe compared to its Real Estate peers
• Pioneer Real Estate A Fund (PWREX) is more volatile than its peers as it has a 3-year Standard Deviation of 40 that is higher than category average of 38.72
• Pioneer Real Estate A Fund (PWREX) has a higher management fee of 2.04% than its Real Estate average of 1.47%
• Pioneer Real Estate A Fund (PWREX) carries a 5.75% load

See Pioneer Real Estate A Fund (PWREX) performance details as of January 31, 2010

  

  

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Pioneer Real Estate A Fund (PWREX) Net Asset

Track net asset change of Pioneer Real Estate A fund (PWREX)

Date	Net Asset
01/2010	$62.59M
11/2009	$64.31M
10/2009	$59.51M

More historic net asset information on Pioneer Real Estate A Fund (PWREX)

  

Pioneer Real Estate A Fund (PWREX) Portfolio Allocation

Track portfolio allocation change of Pioneer Real Estate A fund (PWREX)

Date	Cash	Stock	Bond	Other
10/2009	2.42%	97.58%	0%	0%
09/2009	3.87%	96.13%	0%	0%
08/2009	3.96%	96.04%	0%	0%

Click here to see more historic asset allocation information on Pioneer Real Estate A Fund (PWREX)

  

Most Recent Top 10 Holdings in Pioneer Real Estate A Fund (PWREX)

Discover what Pioneer Real Estate A Fund (PWREX) manager is buying

31-Oct-09 SIMON PPTY GRP INC [9.22%] EQUITY RESIDENTAL [5.82%] VORNADO REALTY TRUST [5.01%] BOSTON PPTYS INC [4.96%] PUBLIC STG [4.84%] AVALONBAY CMTYS [4.64%] MACERICH CO [4.51%] HCP, INC. [4.5%] NATIONWIDE HLTH PROP [4.21%] CAMDEN PROPERTY [3.81%]

30-Sep-09 SIMON PPTY GRP INC [8.85%] EQUITY RESIDENTAL [5.81%] VORNADO REALTY TRUST [5.08%] BOSTON PPTYS INC [5.02%] PUBLIC STG [4.64%] AVALONBAY CMTYS [4.6%] MACERICH CO [4.12%] HCP, INC. [4.1%] CAMDEN PROPERTY [3.97%] HOST HOTELS & RESORT [3.82%]

31-Aug-09 SIMON PPTY GRP INC [8.5%] EQUITY RESIDENTAL [5.45%] BOSTON PPTYS INC [4.9%] VORNADO REALTY TRUST [4.77%] LIBERTY PROPERTIES [4.73%] PUBLIC STG [4.59%] MACERICH CO [4.38%] AVALONBAY CMTYS [4.31%] HCP, INC. [4.29%] NATIONWIDE HLTH PROP [4.12%]

Click here for Stock Holding Change Map in Pioneer Real Estate A Fund (PWREX)

  

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See more information on Pioneer Real Estate A Fund (PWREX)

• Pioneer Real Estate A Fund Insights
• Pioneer Real Estate A Fund Performance Data
• Pioneer Real Estate A Fund News
• Pioneer Real Estate A Fund Score Explaination
• Pioneer Real Estate A Fund Manager Information
• Historic Pioneer Real Estate A Fund Asset Allocation Report
• Historic Pioneer Real Estate A Fund Top 10 Holding Tracking
• Historic Pioneer Real Estate A Fund Asset Under Management Tracking