Skip to search.
 TSX Up0.07% TSX Ventures 0.00%

Pioneer Oak Ridge Small Cap Growth Y (ORIYX)

34.08 Down 0.06(0.18%) May 24


Profile as of 2013-03-30Get Profile for:
Pioneer Oak Ridge Small Cap Growth Y
60 State StBoston MA 02109
Map
Phone: 800-225-6292
Fund Overview 
Category:Small Growth
Fund Family:Pioneer Investments
Net Assets:1.57B
Year-to-Date Return:11.00%
Yield:0.00%
Morningstar Rating:4 stars
Fund Inception Date:2009-12-28
Morningstar Style Box 
Small Growth
[View Category Definition]

About the Morningstar Style Box
Management Information 
David M. Klaskin
Lead Manager since 1994-01-02
Investment Information 
Min Initial Investment:5,000,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A

Fund Summary 
The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in equity securities of small capitalization companies. It may invest up to 20% of total assets in equity 80% of net assets in equity securities of small capitalization companies. The fund may invest up to 20% of total assets in equity and debt securities of non-U.S. issuers.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (2012-11-26) : 0.00
Annual Holdings Turnover (2013-05-19) : 23.00%
Average for Category:68.79%
Fees & Expenses 
ExpenseORIYXCategory Avg
Annual Report Expense Ratio (net):1.03%1.43%
Prospectus Net Expense Ratio:1.03%N/A
Prospectus Gross Expense Ratio:1.03%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.35%
3 Yr Expense Projection*:328611
5 Yr Expense Projection*:569984
10 Yr Expense Projection*:1,2592,017
* Per $10,000 invested