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Large Cap Growth

Investment Strategies:    Concentrated Growth    |     Disciplined Growth

U.S. Concentrated Growth

Strategy Objective
Pioneer U.S. Concentrated Growth is an actively managed U.S. large-cap strategy focused on higher quality companies that efficiently use capital, as measured by high returns on incremental invested capital. These companies also have durable competitive advantages that we expect will sustain the high returns. The strategy is dedicated to delivering a consistent risk-return profile through investments in a concentrated number of large cap companies, which we believe are capable of delivering sustainable above-average earnings growth by capitalizing on long-term secular trends.

Inception Date
January 1, 1994

Benchmark
Russell 1000 Growth

Portfolio Management Team
Andrew Acheson and Paul Cloonan, CFA

Factsheet
Download Concentrated Growth

Disciplined Growth

Strategy Objective
Pioneer Disciplined Growth is an actively managed U.S. large-cap growth strategy. The strategy combines bottom-up fundamental analysis with disciplined stock evaluation models while relying on the expertise of Pioneer's seasoned research team. Proprietary risk analysis results in the disciplined execution of the investment philosophy and may result in a consistent return profile over time.

Inception Date
January 1, 2006

Benchmark
Russell 1000 Growth

Portfolio Management Team
Paul Cloonan, CFA, Carol Lintz, and Ashesh Savla

Factsheet
Download Disciplined Growth

Large Cap Value

Investment Strategies:    Dividend Equity    |     Disciplined Value

Dividend Equity

Strategy Objective
Pioneer U.S. Dividend Equity is an actively managed, value-oriented, large-cap equity strategy focused on high-quality, U.S. dividend-paying equity securities. The portfolio management team look for well-established companies that have shown or produced exemplary dividend growth over the long-term and commitment to continuing potential dividend payments.

Inception Date
August 1, 1990

Benchmark
Russell 1000 Value

Portfolio Management Team
John Carey, CFA, Walter Hunnewell, CFA, and Sammi Le Truong, CFA

Factsheet
Download Dividend Equity

Disciplined Value

Strategy Objective
Pioneer Disciplined Value is an actively managed U.S. large-cap value strategy. Focused on proprietary fundamental and quantitative analysis, the strategy seeks to leverage the expertise of Pioneer's seasoned research team within a risk constrained portfolio. Proprietary risk analysis results in the disciplined execution of the investment philosophy and may result in a consistent return profile over time.

Inception Date
January 1, 2006

Benchmark
Russell 1000 Value

Portfolio Management Team
John Peckham, CFA, Ashesh Savla, and Brian Popiel

Factsheet
Download Disciplined Value