Pioneer Disciplined Value Fund
Shareclass
Pioneer Disciplined Value R (CVRFX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 221 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Pioneer Disciplined Value Fund CVRFX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Shell PLC ADR (Representing - Ordinary Shares)1.49% of assets$6.23M invested
- 2. Bank of America Corp2.25% of assets$9.37M invested
- 3. JPMorgan Chase & Co3.94% of assets$16.41M invested
- 4. PayPal Holdings Inc1.26% of assets$5.24M invested
- 5. Johnson & Johnson5.27% of assets$21.98M invested
- 6. Keysight Technologies Inc2.85% of assets$11.89M invested
- 7. Teck Resources Ltd Class B (Sub Voting)1.5% of assets$6.27M invested
- 8. American Electric Power Co Inc2.35% of assets$9.77M invested
- 9. Coca-Cola Co2.2% of assets$9.18M invested
- 10. Huntington Bancshares Inc1.88% of assets$7.83M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. The Middleby Corp2.23% of assets$9.31M invested
- 2. SS&C Technologies Holdings Inc1.48% of assets$6.17M invested
- 3. Builders FirstSource Inc0.42% of assets$1.76M invested
- 4. Barrick Gold Corp2.06% of assets$8.59M invested
- 5. Western Digital Corp1.19% of assets$4.97M invested
- 6. Zimmer Biomet Holdings Inc1.76% of assets$7.33M invested
- 7. CRH PLC2.55% of assets$10.62M invested
- 8. The Cooper Companies Inc1.31% of assets$5.47M invested
- 9. EQT Corp1.91% of assets$7.98M invested
- 10. The Walt Disney Co1.32% of assets$5.51M invested
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Financial performance
Performance data provided by
Find more financial data on CVRFX at Morningstar.com
Find more financial data on CVRFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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More from Invest Your Values
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