Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Pioneer Solutions Balanced C PIDCX
- NAV / 1-Day Return 9.98 / +0.10 %
- Total Assets 379.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.790%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Global Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.53%
- Turnover 57%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:21 AM GMT+0
Morningstar’s Analysis PIDCX
Will PIDCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 97.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Pioneer Multi-Asset Income K | 29.82 | 113.5 Mil | — |
Pioneer Global Sustainable Equity K | 20.14 | 76.6 Mil | — |
Pioneer International Equity K | 13.56 | 51.6 Mil | — |
Pioneer Multi-Asset Ultrashort Income K | 7.42 | 28.2 Mil | — |
Pioneer Bond K | 7.15 | 27.2 Mil | — |
Pioneer Short Term Income K | 6.42 | 24.5 Mil | — |
Pioneer Balanced ESG K | 5.12 | 19.5 Mil | — |
Pioneer CAT Bond K | 4.25 | 16.2 Mil | — |
Pioneer Equity Premium Income K | 2.03 | 7.7 Mil | — |
Pioneer K | 1.05 | 4.0 Mil | — |