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Morningstar

Pioneer Balanced ESG A AOBLX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 10.92  /  +0.09 %
  • Total Assets 428.5 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.86%
  • Turnover 44%

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:16 AM GMT+0

Morningstar’s Analysis AOBLX

Will AOBLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AOBLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AOBLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AOBLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pioneer Balanced ESG A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AOBLX

More AOBLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.09 22.4 Mil
Communication Services

Microsoft Corp

3.94 17.3 Mil
Technology

Eli Lilly and Co

2.22 9.8 Mil
Healthcare

Advanced Micro Devices Inc

2.12 9.3 Mil
Technology

United States Treasury Notes 4.625%

1.87 8.2 Mil
Government

United States Treasury Bills 5.29925%

1.82 8.0 Mil
Government

Visa Inc Class A

1.75 7.7 Mil
Financial Services

Medtronic PLC

1.61 7.1 Mil
Healthcare

Cardinal Health Inc

1.60 7.0 Mil
Healthcare

Targa Resources Corp

1.54 6.8 Mil
Energy