Fund Research for Pioneer Real Estate C (PCREX)

  • Fund Overview

    Fund Inception Date: Jan 31, 1996
    Category: Real Estate
    Overall Risk: Average
    Fund Family: Pioneer Investments
    Return Since Inception: 7.05%
    YTD Return: 15.28%
    Yield (TTM): 3.14%
    Net Assets: 7.61 M
    Morningstar Rating:
    3 of 5

    The investment seeks long-term capital growth; income is secondary. The fund normally invests at least 80% of assets in equities of real-estate investment trusts and other real-estate companies. Equity securities include common stocks, convertible debt and other equity instruments, such as exchange-traded funds (ETFs) that invest primarily in equity securities, warrants, rights and preferred stocks. The fund is nondiversified.

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    Size
    Average Market Cap $4,216 M
    Market Capitalization Portfolio
    Giant 0.00%
    Large 19.38%
    Medium 59.62%
    Small 19.12%
    Micro 1.88%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/27/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 12/31/1998 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 15.28% 31.78% -17.17% -1.77% 8.03% 7.05%
    +/- Category -3.29% -3.32% -1.12% -0.04% -0.52% —
    +/- S&P 500 TR -8.31% 5.67% -11.70% -2.25% -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 11.81% 1.13% -17.20% -1.34% 8.03% 7.05%
    Quarter (as of 09/30/2009) 17.23% -28.60% -14.25% 0.64% 8.19% 7.46%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/27/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/27/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 01/31/1996
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 0.00%
    Service 96.13%
    Manufacturing 0.00%

    Asset Allocation

    Short Long Net Assets
    Cash — 3.87% 3.87%
    Stocks — 96.13% 96.13%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 0.00% 0.00%
    Data as of 09/30/2009 Data as of 09/30/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 10/31/2009 Net Assets
    + SIMON PPTY GROUP INC NEW (SPG) Financial Services 50.90 31.68% 8.85%
    = EQUITY RESIDENTIAL (EQR) Financial Services 1,545.50 2.29% 5.81%
    + VORNADO RLTY TR (VNO) Financial Services — 14.20% 5.08%
    = BOSTON PROPERTIES INC (BXP) Financial Services 86.20 15.24% 5.02%
    = PUBLIC STORAGE (PSA) Financial Services 21.65 -3.32% 4.64%
    = AVALONBAY CMNTYS INC (AVB) Financial Services 82.29 19.84% 4.60%
    - MACERICH CO (MAC) Financial Services 9.61 94.05% 4.12%
    = HCP INC (HCP) Financial Services 102.52 11.85% 4.10%
    = CAMDEN PPTY TR (CPT) Financial Services — 24.79% 3.97%
    + Cash & Cash Equivalents — — — 3.87%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/27/2009
    All other data as of 09/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred 1.00%
    Taken from prospectus dated 05/01/2009
    Expense Ratio (based on net assets) 2.49%
    Taken from annual report dated 12/31/2008

  • Fund Management