Nasdaq - Delayed Quote USD

Pioneer Solutions Balanced R (BALRX)

11.66
+0.03
+(0.26%)
At close: 8:05:07 AM EDT

Fund Summary

The fund is a "fund of funds." It seeks to achieve its investment objectives by investing in other funds and using asset allocation strategies to allocate its assets among the underlying funds. It invests in underlying funds managed by Amundi Asset Management US, Inc.(“Amundi US”) or one of its affiliates. The fund allocates its assets among underlying funds with exposure to the broad asset classes of equity, fixed income and short-term (money market) investments. It is non-diversified.

Pioneer Solutions Balanced R

Boston MA 02109
60 State St

Fund Overview

Category World Allocation
Fund Family Victory Capital
Net Assets 380.77M
YTD Return 4.03%
Yield 4.66%
Morningstar Rating
Inception Date Sep 26, 2005

Fund Operations

Last Dividend 0.54
Last Cap Gain 8.00
Holdings Turnover 30.00%
Average for Category --

Fees & Expenses

Expense BALRX Category Average
Annual Report Expense Ratio (net) 1.27% 1.00%
Prospectus Net Expense Ratio 1.27% --
Prospectus Gross Expense Ratio 1.27% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.06%
Max Deferred Sales Load -- 1.35%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

From 2004 until 2010, Mr. Pirondini was Global Chief Investment Officer of Amundi Pioneer, overseeing equity, fixed income, balanced, and quantitative portfolio management, and quantitative and fundamental research divisions. Mr. Pirondini, Senior Managing Director and Head of Equities, U.S., joined a predecessor organization to Amundi Pioneer in 1991. Marco has a Masters in Finance and is an Economics graduate of the Bocconi University, Milan.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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