Pioneer Ibbotson Aggressive Allocation Y
60 State St., 13th Floor Boston MA 02109
Map
Phone: 800-665-8839
| Category: | Large Blend | | Fund Family: | Pioneer Investments | | Net Assets: | 1.86M | | Year-to-Date Return: | 28.30% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Sep-05 |
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Peng Chen
Lead Manager since
09-Aug-04 | | | Chen is managing director and chief investment officer at Ibbotson. He joined Ibbotson in 1997. Chen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund is a fund of funds and seeks to achieve the objectives by investing in a portfolio of underlying funds, which invest in a variety of U.S and foreign equity, debt and money market securities. It invests 85-100% of assets in equity funds, and 0-15% in fixed-income funds. |
| Last Dividend
(28-Dec-07):
| 0.29 | | Last Cap Gain
(29-Dec-08):
| 0.95 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | IBAYX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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