Pioneer Oak Ridge Small Cap Growth C 60 State St Boston MA 02109 Map
Phone: 800-225-6292
| Category: | Small Growth | | Fund Family: | Pioneer Investments | | Net Assets: | 36.29M | | Year-to-Date Return: | 16.62% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Mar-97 |
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David M. Klaskin
Lead Manager since
03-Jan-94 | | | Klaskin has been president and chief investment officer of Oak Ridge Investments since December 1989. Previously, he spent seven years as a financial consultant with Shearson Lehman Brothers. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests at least 80% of net assets in equity securities of small-capitalization companies. The equity securities include common stocks, convertible debt and other equity instruments, such as ETFs that invest primarily in equity securities, depositary receipts, warrants, rights, equity investments in REITs and preferred stocks. It may invest up to 20% of total assets in equity and debt securities of non-U.S. corporate issuers and debt securities of non-U.S. government issuers. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(26-Nov-08):
| 0.53 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 133.38% |
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| Expense | ORICX | Category Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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