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Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Pioneer Select Mid Cap Growth Fund

PMTCX |

-

$491 M

-

2.16%

Vitals

YTD Return

N/A

1 yr return

21.7%

3 Yr Avg Return

14.4%

5 Yr Avg Return

4.9%

Net Assets

$491 M

Holdings in Top 10

16.5%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 2.16%

SALES FEES

Front Load N/A

Deferred Load 1.00%

TRADING FEES

Turnover 86.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$1,000

IRA

$250

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Pioneer Select Mid Cap Growth Fund

PMTCX |

-

$491 M

-

2.16%

PMTCX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 14.4%
  • 5 Yr Annualized Total Return 4.9%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -1.54%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Pioneer Select Mid Cap Growth Fund
  • Fund Family Name
    Pioneer Investments
  • Inception Date
    Jan 07, 2002
  • Shares Outstanding
    N/A
  • Share Class
    C
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Jon Stephenson

Fund Description

PMTCX - Performance

Return Ranking - Trailing

Period PMTCX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 270.1% N/A
1 Yr 21.7% -64.0% 270.1% N/A
3 Yr 14.4%* -41.4% 115.6% N/A
5 Yr 4.9%* -30.7% 58.6% N/A
10 Yr 9.5%* -8.4% 26.2% N/A

* Annualized

Return Ranking - Calendar

Period PMTCX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -67.1% 73.0% N/A
2022 N/A -76.0% 74.8% N/A
2021 N/A -58.1% 900.0% N/A
2020 N/A -51.1% 336.8% N/A
2019 N/A -60.1% 304.1% N/A

Total Return Ranking - Trailing

Period PMTCX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -50.0% 270.1% N/A
1 Yr 20.7% -64.0% 270.1% N/A
3 Yr 14.4%* -30.7% 115.6% N/A
5 Yr 4.9%* -30.7% 58.6% N/A
10 Yr 9.5%* -8.4% 26.3% N/A

* Annualized

Total Return Ranking - Calendar

Period PMTCX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -67.1% 76.6% N/A
2022 N/A -30.7% 76.8% N/A
2021 N/A -58.1% 900.0% N/A
2020 N/A -51.1% 341.1% N/A
2019 N/A -60.1% 304.1% N/A

PMTCX - Holdings

Concentration Analysis

PMTCX Category Low Category High PMTCX % Rank
Net Assets 491 M 0 814 B N/A
Number of Holdings 145 1 17358 N/A
Net Assets in Top 10 78.3 M -28.8 B 134 B N/A
Weighting of Top 10 16.50% 0.0% 20474.3% N/A

Top 10 Holdings

  1. Cabot Oil & Gas Corporation Class A 2.34%
  2. LKQ Corporation 2.06%
  3. Green Mountain Coffee Roasters, Inc. 2.04%
  4. MasterCard Incorporated Class A 1.53%
  5. United Rentals Inc 1.51%
  6. TJX Companies 1.50%
  7. Lear Corporation 1.45%
  8. Actavis Inc 1.43%
  9. Google, Inc. Class A 1.41%
  10. Jones Lang LaSalle, Inc. 1.23%

Asset Allocation

Weighting Return Low Return High PMTCX % Rank
Stocks 		98.86% -142.98% 259.25% N/A
Cash 		1.14% -483.27% 7388.76% N/A
Preferred Stocks 		0.00% -0.12% 80.89% N/A
Other 		0.00% -7288.76% 493.15% N/A
Convertible Bonds 		0.00% -0.37% 166.23% N/A
Bonds 		0.00% -955.59% 533.06% N/A

Stock Sector Breakdown

Weighting Return Low Return High PMTCX % Rank
Consumer Cyclical 		23.86% -18.86% 87.44% N/A
Industrials 		16.31% -21.11% 93.31% N/A
Healthcare 		14.21% -15.38% 100.00% N/A
Technology 		13.59% -19.01% 99.57% N/A
Energy 		9.11% -7.00% 121.80% N/A
Basic Materials 		6.62% -5.18% 96.19% N/A
Financial Services 		5.31% -7.59% 99.28% N/A
Consumer Defense 		5.09% -7.54% 98.24% N/A
Real Estate 		2.83% -11.04% 100.00% N/A
Communication Services 		1.33% -4.54% 90.02% N/A
Utilities 		0.61% -3.80% 94.95% N/A

Stock Geographic Breakdown

Weighting Return Low Return High PMTCX % Rank
US 		91.30% -142.98% 126.43% N/A
Non US 		7.56% -24.89% 159.65% N/A

PMTCX - Expenses

Operational Fees

PMTCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 2.16% 0.00% 928.63% N/A
Management Fee 0.63% 0.00% 2.87% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 52000.00% N/A

Sales Fees

PMTCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 25.00% N/A
Deferred Load 1.00% 0.25% 5.50% N/A

Trading Fees

PMTCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

PMTCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 86.00% 0.00% 5067.00% N/A

PMTCX - Distributions

Dividend Yield Analysis

PMTCX Category Low Category High PMTCX % Rank
Dividend Yield 0.00% 0.00% 87.51% N/A

Dividend Distribution Analysis

PMTCX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Monthly Annually

Net Income Ratio Analysis

PMTCX Category Low Category High PMTCX % Rank
Net Income Ratio -1.54% -46.00% 10.10% N/A

Capital Gain Distribution Analysis

PMTCX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Distributions History

View More +

PMTCX - Fund Manager Analysis

Managers

Jon Stephenson

Start Date

Tenure

Tenure Rank

Apr 01, 2013

0.16

0.2%

Mr. Stephenson, a vice president, joined Pioneer in 2011 from Summer Street Research as a Director of Research and Senior Biopharmaceuticals Analyst. Previously he had worked for Akasha Capital as a Senior Analyst, for John Hancock as a Portfolio Manager, and for State Street Research as an Analyst. Mr. Stephenson has served as portfolio manager of the fund since 2013.

Shaji John

Start Date

Tenure

Tenure Rank

Apr 01, 2013

0.16

0.2%

Mr. John, a vice president, joined Pioneer in 2011 from JT Venture Partners, LLC where he was managing general partner from 2000 to 2011. Mr. John has served as portfolio manager in Pioneer since 2013.

Kenneth J. Winston

Start Date

Tenure

Tenure Rank

May 15, 2009

4.05

4.1%

Ken became a Principal and Founding Partner of LMCG in August 2000, bringing over 15 years of analytical experience from both the buy-side and sell-side. Prior to LMCG, Ken was part of the Small Cap Growth team at Standish, Ayer & Wood. Prior to Standish, Ken was a technology analyst and principal at Needham & Company, Inc., where he initiated and led Needham’s Internet and Business Services Industry group as a sell-side analyst. Mr. Winston, a vice president, joined Pioneer Investment Management Limited in 2007 from Hartford Investment Management Company where he was senior vice president with portfolio management and analyst responsibilities for small and mid cap growth portfolios. From 2000 to 2006, he worked at Lee Munder Capital Group as partner and portfolio manager for small and mid cap growth portfolios.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 43.76 4.66 4.5

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