Pioneer Disciplined Growth Fund Quote
| INDCX Fund | USD 11.62 0.02 0.17% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Pioneer Disciplined is trading at 11.62 as of the 25th of April 2024; that is 0.17 percent up since the beginning of the trading day. The fund's open price was 11.6. Pioneer Disciplined has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pioneer Disciplined Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund invests primarily in equity securities of U.S. issuers. Equity securities include common stocks and other equity instruments, such as funds that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts and preferred stocks. More on Pioneer Disciplined Growth
Moving together with Pioneer Mutual Fund
| 0.93 | PFGRX | Pioneer Fundamental | PairCorr |
| 0.82 | GCSLX | Pioneer Global Equity | PairCorr |
| 0.82 | CVCFX | Pioneer Disciplined Value | PairCorr |
| 0.82 | CVFCX | Pioneer Disciplined Value | PairCorr |
| 0.81 | CVFYX | Pioneer Disciplined Value | PairCorr |
| 0.81 | CVKFX | Pioneer Disciplined Value | PairCorr |
| 0.82 | CVRFX | Pioneer Disciplined Value | PairCorr |
Pioneer Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Pioneer Disciplined's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Pioneer Disciplined or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Amundi US Funds, Large Growth Funds, Large Growth, Amundi US, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of December 2022 |
| Fiscal Year End | August |
Pioneer Disciplined Growth [INDCX] is traded in USA and was established 25th of April 2024. Pioneer Disciplined is listed under Amundi US category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Amundi US family. This fund currently has accumulated 1.84 B in assets under management (AUM) with no minimum investment requirementsPioneer Disciplined is currently producing year-to-date (YTD) return of 2.25%, while the total return for the last 3 years was 5.53%.
Check Pioneer Disciplined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pioneer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pioneer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pioneer Disciplined Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pioneer Disciplined Growth Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| DHR | Danaher | Stock | Health Care |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology |
| ADSK | Autodesk | Stock | Information Technology |
| NKE | Nike Inc | Stock | Consumer Discretionary |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
| MAS | Masco | Stock | Industrials |
Pioneer Disciplined Target Price Odds Analysis
Based on a normal probability distribution, the odds of Pioneer Disciplined jumping above the current price in 90 days from now is about 72.02%. The Pioneer Disciplined Growth probability density function shows the probability of Pioneer Disciplined mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0397. This usually indicates Pioneer Disciplined Growth market returns are sensitive to returns on the market. As the market goes up or down, Pioneer Disciplined is expected to follow. Additionally, pioneer Disciplined Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Pioneer Disciplined to move above the current price in 90 days from now is about 72.02 (This Pioneer Disciplined Growth probability density function shows the probability of Pioneer Mutual Fund to fall within a particular range of prices over 90 days) .
Pioneer Disciplined Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Pioneer Disciplined market risk premium is the additional return an investor will receive from holding Pioneer Disciplined long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Pioneer Disciplined. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Pioneer Disciplined's alpha and beta are two of the key measurements used to evaluate Pioneer Disciplined's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6844 | |||
| Semi Deviation | 0.8411 | |||
| Standard Deviation | 0.8749 | |||
| Variance | 0.7654 |
Pioneer Disciplined Against Markets
Picking the right benchmark for Pioneer Disciplined mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Pioneer Disciplined mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Pioneer Disciplined is critical whether you are bullish or bearish towards Pioneer Disciplined Growth at a given time. Please also check how Pioneer Disciplined's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Pioneer Disciplined without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Pioneer Mutual Fund?
Before investing in Pioneer Disciplined, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Pioneer Disciplined. To buy Pioneer Disciplined fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Pioneer Disciplined. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Pioneer Disciplined fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Pioneer Disciplined Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Pioneer Disciplined Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Pioneer Disciplined Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Pioneer Disciplined Growth?
The danger of trading Pioneer Disciplined Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Pioneer Disciplined is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Pioneer Disciplined. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Pioneer Disciplined is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Pioneer Disciplined Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Pioneer Disciplined information on this page should be used as a complementary analysis to other Pioneer Disciplined's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.