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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.04 | 6.66 | 1.62 |
Stocks | 46.02 | 46.40 | 0.38 |
Bonds | 37.64 | 37.68 | 0.04 |
Convertible | 6.13 | 6.13 | 0.00 |
Preferred | 5.17 | 5.17 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.05 | 15.39 |
Price to Book | 1.26 | 2.21 |
Price to Sales | 1.10 | 1.60 |
Price to Cash Flow | 7.25 | 9.27 |
Dividend Yield | 4.68 | 3.03 |
5 Years Earnings Growth | 10.32 | 10.14 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 31.91 | 15.13 |
Energy | 17.68 | 7.43 |
Technology | 10.94 | 17.57 |
Healthcare | 9.98 | 11.19 |
Basic Materials | 7.32 | 5.08 |
Industrials | 6.63 | 11.38 |
Consumer Cyclical | 5.35 | 8.83 |
Utilities | 4.63 | 4.86 |
Real Estate | 2.45 | 7.04 |
Communication Services | 1.97 | 6.25 |
Consumer Defensive | 1.12 | 7.81 |
Number of long holdings: 489
Number of short holdings: 12
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ABN AMRO | NL0011540547 | 2.67 | 15.50 | -1.05% | |
KB Financial Group | KR7105560007 | 2.29 | 78,100 | +1.30% | |
Energy Transfer LP | - | 2.11 | - | - | |
MPLX LP Partnership Units | - | 2.05 | - | - | |
Shell PLC ADR (Representing - Ordinary Shares) | - | 2.01 | - | - | |
International Business Machines Corp | - | 1.91 | - | - | |
Samsung Electronics Co | KR7005930003 | 1.81 | 75,200 | -3.09% | |
Sanofi | FR0000120578 | 1.59 | 87.75 | -0.94% | |
Pfizer | US7170811035 | 1.58 | 28.32 | -1.96% | |
State Street Corporation | - | 1.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer A | 7.28B | 8.38 | 8.38 | 12.71 | ||
Pioneer Fundamental Growth Y | 4.68B | 7.10 | 8.38 | 14.00 | ||
Pioneer Disciplined Growth A | 1.86B | 3.99 | 6.63 | 13.20 | ||
Pioneer Core Equity A | 1.8B | 3.81 | 4.34 | 10.45 | ||
Pioneer Fundamental Growth A | 1.46B | 6.99 | 8.11 | 13.68 |
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