Pioneer Disciplined Growth Fund Quote

INDCX Fund  USD 12.00  0.11  0.91%   

Performance

11 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 38

 
100  
 
Zero
Below Average
Pioneer Disciplined is trading at 12.00 as of the 28th of March 2024; that is -0.91 percent decrease since the beginning of the trading day. The fund's open price was 12.11. Pioneer Disciplined has about a 38 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 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 27th of February 2024 and ending today, the 28th of March 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

  0.99PFGRX Pioneer FundamentalPairCorr
  0.95GCSLX Pioneer Global EquityPairCorr
  0.85CVCFX Pioneer Disciplined ValuePairCorr
  0.95GLOSX Pioneer Global EquityPairCorr
  0.86CVFCX Pioneer Disciplined ValuePairCorr
  0.86CVFYX Pioneer Disciplined ValuePairCorr
  0.86CVKFX Pioneer Disciplined ValuePairCorr

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 ConcentrationAmundi US Funds, Large Growth Funds, Large Growth, Amundi US, Large Growth, Large Growth (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of December 2022
Fiscal Year EndAugust
Pioneer Disciplined Growth [INDCX] is traded in USA and was established 28th of March 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 8.18%, while the total return for the last 3 years was 9.52%.
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

HUMHumana IncEtfHealth Care
ADPAutomatic Data ProcessingStockIndustrials
GOOGLAlphabet Class AStockCommunication Services
FBMeta PlatformsStockInternet Content & Information
URIUnited RentalsStockIndustrials
ORCLOracleStockInformation Technology
MMCMarsh McLennan CompaniesStockFinancials
More Details

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 12.96%. 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 Pioneer Disciplined Growth has a beta of -0.0307. This usually indicates as returns on benchmark increase, returns on holding Pioneer Disciplined are expected to decrease at a much lower rate. During the bear market, however, Pioneer Disciplined Growth is likely to outperform the market. Additionally, pioneer Disciplined Growth has an alpha of 0.1384, implying that it can generate a 0.14 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 12.0HorizonTargetOdds Above 12.0
86.86%90 days
 12.00 
12.96%
Based on a normal probability distribution, the odds of Pioneer Disciplined to move above the current price in 90 days from now is about 12.96 (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.

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?

Run Performance Analysis Now

   

Performance Analysis

Check effects of mean-variance optimization against your current asset allocation
All  Next Launch Module

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 Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.

Complementary Tools for Pioneer Mutual Fund analysis

When running Pioneer Disciplined's price analysis, check to measure Pioneer Disciplined's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pioneer Disciplined is operating at the current time. Most of Pioneer Disciplined's value examination focuses on studying past and present price action to predict the probability of Pioneer Disciplined's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pioneer Disciplined's price. Additionally, you may evaluate how the addition of Pioneer Disciplined to your portfolios can decrease your overall portfolio volatility.
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
AI Investment Finder
Use AI to screen and filter profitable investment opportunities
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Global Correlations
Find global opportunities by holding instruments from different markets
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Please note, there is a significant difference between Pioneer Disciplined's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pioneer Disciplined is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pioneer Disciplined's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.