Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Pioneer Equity Income VCT II
Release date as of 2024-06-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative ---
Management 0.65%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.65%
Expense Ratio 1.08%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 1.08%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1999-09-14
Mngr Name John Arege
Mngr Start Date 2023-05-01
Biography
John Arege is a Managing Director, Director of Large Cap Value, US, and Portfolio Manager. As leader of the Large Cap Value Team, John is responsible for overseeing the management our Equity Income and Intrinsic Value strategies. He is also a portfolio manager on our Mid-Cap Value strategy. John joined Amundi US from Genter Capital Management where he was Portfolio Manager of Core and Value Equities and was a member of the Investment Policy Committee. He also served as an Adjunct Professor of Corporate Finance at New York University. Prior to Genter Capital, John worked for 12 years at Goldman Sachs Asset Management as Managing Director, Co-Head of Value & Core equities and was a portfolio manager. Prior to Goldman, he was a Senior Equity Analyst at Merrill Lynch Investment Managers, where he focused on large-cap value and mid-cap value equity funds. Earlier in his career, he was a Research Analyst for Standard & Poor’s, an Associate Attorney in New York and as a Judicial Lawyer for the Superior Court of the State of New Jersey. John has an M.S. in Banking and Financial Services from Boston University, a J.D. from the Jacob D. Fuchsberg Law Center in New York, and a B.A. in Accounting and Financial Management from Catholic University in Washington, D.C. He is a CFA® charterholder, a licensed attorney in New York, New Jersey and Washington, D.C.
Mngr Name Sammi Truong
Mngr Start Date 2018-05-01
Biography
Ms. Truong, a Vice President of Amundi Pioneer, joined Amundi Pioneer in 2001 and has been an investment professional since 2001.
Investment Advisor(s)
Amundi Asset Management US, Inc.
Web Site
www.pioneerinvestments.com
Issuer
Amundi US
Subadvisor(s)
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Show Data Definitions

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