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Pioneer Ibbotson Moderate Allocation B (PIBLX)

12.49 Up 0.03(0.24%) Sep 16

Profile as of Aug 30, 2014Get Profile for:
Pioneer Ibbotson Moderate Allocation B
60 State StBoston MA 02109
Phone: 800-225-6292
Fund Overview 
Category:Moderate Allocation
Fund Family:Pioneer Investments
Net Assets:225.82M
Year-to-Date Return:5.09%
Morningstar Rating:1 stars
Fund Inception Date:Aug 9, 2004
Morningstar Style Box 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Peng Chen
Lead Manager since Aug 9, 2004
Chen is managing director and chief investment officer at Ibbotson. He joined Ibbotson in 1997. Chen holds the Chartered Financial Analyst designation.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:1,000
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:N/A
PIBLX can be purchased from 44 brokerages.

Fund Summary 
The investment seeks long-term capital growth and current income. The fund is a "fund of funds." The fund seeks to achieve its investment objectives by investing in other funds ("underlying funds" or "acquired funds") rather than direct positions in securities. The underlying funds have their own investment objectives and principal investment strategies and invest in a variety of U.S. and foreign equity, debt and money market securities.

Fund Operations 
Last Dividend (Dec 29, 2013) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 15, 2014) : 9.00%
Average for Category:40.71%
Fees & Expenses 
ExpensePIBLXCategory Avg
Annual Report Expense Ratio (net):1.52%0.93%
Prospectus Net Expense Ratio:2.31%N/A
Prospectus Gross Expense Ratio:2.37%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.28%
Max Deferred Sales Load: 4.00%2.50%
3 Yr Expense Projection*:1,034580
5 Yr Expense Projection*:1,360890
10 Yr Expense Projection*:2,4721,770
* Per $10,000 invested