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Pioneer Solutions - Balanced Fund Class R (BALRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.38+0.04 (+0.39%)
At close: 08:05AM EDT

Pioneer Solutions - Balanced Fund Class R

Boston MA 02109

60 State St

Pioneer Ibbotson Asset Allocation Series

Management Information
,Lead Manager since January 25, 2018
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
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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.

Fund Overview

CategoryWorld Allocation
Fund FamilyPioneer Investments
Net Assets452.36M
YTD Return9.30%
Morningstar Rating★★
Inception DateSep 25, 2005

Fund Operations

Last Dividend0.26
Last Cap Gain0.00
Holdings Turnover30.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBALRXCategory Average
Annual Report Expense Ratio (net)0.90%1.00%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio0.90%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.06%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A