Pioneer Classic Balanced B
60 State Street Boston MA 02109
Map
Phone: 800-225-6292
| Category: | Moderate Allocation | | Fund Family: | Pioneer Investments | | Net Assets: | 14.54M | | Year-to-Date Return: | -1.86% | | Yield: | 2.10% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Sep-97 |
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Walter Hunnewell
Lead Manager since
23-Sep-05 | | | Mr. Hunnewell is Associate Portfolio Manager of Pioneer Fund and Pioneer Equity Income Fund based in the Boston office of Pioneer Investments. As Portfolio Manager, he also manages the equity sleeves of two balanced funds: Pioneer Classice Balanced Fund and Pioneer Tax Advantaged Balanced Trust. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital growth and current income. The fund normally invests 35% to 60% of net assets in equity and debt securities. It may invest up to 25% of total assets in equity and debt securities of non-U.S. issuers. The fund invests up to 5% of total assets in the securities of emerging-markets issuers. |
| Last Dividend
(21-Dec-09):
| 0.05 | | Last Cap Gain
(30-Nov-07):
| 1.14 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 87.10% |
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| Expense | ASBBX | Category
Avg | | Total Expense Ratio: | 2.06%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 4.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ 1,000 | $643 | | 5 Yr Expense Projection*: |
$ 1,317 | $981 | | 10 Yr Expense Projection*: |
$ 2,410 | $1,907 |
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1.52% Nasdaq 0.00%
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