Nasdaq - Delayed Quote USD

Pioneer Solutions Balanced R (BALRX)

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

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Pruco Securities, LLC
  • Comerica Bank
  • E TRADE Financial
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • CommonWealth Core
  • Vanguard NTF
  • ETrade No Load Fee
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • WFA MF Advisory Updated 4.1.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Ameritas NTFN
  • Firstrade
  • Scottrade TF
  • Ameriprise Financial
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Fidelity Advisor 401(k) ACT Shares
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • Morgan Stanley TRAK Fund Solution
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 4.1.25
  • ADP Access Open Fund Architecture
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Vanguard Load
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • PAS
  • Fidelity Advisor 401(k) A Shares
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Prudential Advisors Command
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Nylife Securities LLC
  • NYLIFE Securities Mutual Fund Advantage Available

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.

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

Performance & Risk

YTD Return 4.29%
5y Average Return 11.87%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

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