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Amundi Pioneer Offers a Wide Range of Funds that Have Earned High Marks from Morningstar

 

At Amundi Pioneer, strength begins with our consistent, structured investment process based on research, active portfolio management and a careful balance of risk and reward. The results speak for themselves. 

Morningstar Ratings | Strength Across the Board

Morningstar
Analyst RatingsTM

October 31, 2018

The Morningstar Analyst RatingTM
is a forward-looking assessment of a fund’s ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term. The Analyst Rating is not a predictor of results, and it is not meant to replace investors’ due-diligence process.

Analyst RatingsTM

Mid-Cap Growth

Pioneer Select Mid Cap Growth Fund

INTERMEDIATE -TERM BOND

Pioneer Bond Fund

BANK LOAN

Pioneer Floating Rate Fund

Multi-Sector Bond

Pioneer Strategic Income Fund



Morningstar Ratings | Strength Across the Board

Morningstar
Sustainability RatingsTM

September 30, 2018

Environmental, Social and Governance (ESG) factors are fundamental to the investment decisions made across Amundi Pioneer’s family of mutual funds.


The Morningstar Sustainability RatingTM is intended to measure how well the companies of the securities within a fund’s portfolio are managing their environmental, social and governance risks and opportunities relative to the fund’s Morningstar category peers.

Sustainability RatingsTM

Universe /
% of AUM

LARGE BLEND

Pioneer Core Equity Fund

1,430 / 98.18%

LARGE GROWTH

Pioneer Disciplined Growth Fund

1,439 / 96.91%

LARGE VALUE

Pioneer Disciplined Value Fund

1,263 / 97.72%

LARGE VALUE

Pioneer Equity Income Fund

1,263 / 99.09%

LARGE BLEND

Pioneer Fund

1,430 / 96.37%

LARGE GROWTH

Pioneer Fundamental Growth Fund

1,439 / 98.77%

MID-CAP VALUE

Pioneer Mid Cap Value Fund

423 / 99.90%

ALLOCATION 50% TO 70% EQUITY

Pioneer Classic Balanced Fund

792 / 80.33%

TACTICAL ALLOCATION

Pioneer Flexible Opportunities Fund

285 / 79.50%

WORLD LARGE STOCK

Pioneer Global Equity Fund

915 / 96.49%

FOREIGN LARGE BLEND

Pioneer International Equity Fund

775 / 94.12%





Important Information

The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause Analyst expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund.

The Morningstar Analyst RatingTM is not a credit or risk rating. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). In the United States, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the U.S. Securities and Exchange Commission. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. The Manager Research Group uses this five pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark, or in the case of exchange-traded funds and index mutual funds, a relevant peer group, over the long term on a riskadjusted basis. They consider quantitative and qualitative factors in their research, and the weight of each pillar may vary. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects the Manager Research Group’s conviction in a fund’s prospects for outperformance. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to global.morningstar.com/managerdisclosures/
Morningstar Sustainability Ratings™ and Scores™
Sustainability Scores and Ratings as of July 31, 2018. Sustainalytics provides company-level analysis used in the calculation of Morningstar’s Sustainability Score. The Morningstar® Sustainability Rating is intended to measure how well the issuing companies of the securities within a fund’s portfolio are managing their environmental, social, and governance (“ESG”) risks and opportunities relative to the fund’s Morningstar category peers. The Morningstar Sustainability Rating calculation is a two-step process. First, each fund with at least 50% of assets covered by a company-level ESG score from Sustainalytics¹ receives a Morningstar® Portfolio Sustainability Score™. The Morningstar Portfolio Sustainability Score is an asset-weighted average of normalized company-level ESG scores with deductions made for controversial incidents by the issuing companies, such as environmental accidents, fraud, or discriminatory behavior.

The Morningstar Sustainability Rating is then assigned to all scored funds within Morningstar Categories in which at least ten (10) funds receive a Portfolio Sustainability Score and is determined by each fund’s rank within the following distribution:

• High (highest 10%)  • Above Average (next 22.5%)  • Average (next 35%)  • Below Average (next 22.5%) and  • Low (lowest 10%)

The Morningstar Sustainability Rating is depicted by globe icons where High equals 5 globes and Low equals 1 globe. A Sustainability Rating is assigned to any fund that has more than half of its underlying assets rated by Sustainalytics and is within a Morningstar Category with at least 10 scored funds; therefore, the rating it is not limited to funds with explicit sustainable or responsible investment mandates. Morningstar updates its Sustainability Ratings monthly. Portfolios receive a Morningstar Portfolio Sustainability Score and Sustainability Rating one month and six business days after their reported as-of date based on the most recent portfolio. As part of the evaluation process, Morningstar uses Sustainalytics’ ESG scores from the same month as the portfolio as-of date. Please click on http://corporate1.morningstar.com/SustainableInvesting for more detailed information about the Morningstar Sustainability Rating and its calculation.

¹Sustainalytics is an independent ESG and corporate governance research, ratings, and analysis firm and is not an affiliated company of Morningstar, Inc.
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