Morningstar

Victory Pioneer Multi-Asset Income Fund Class C PMACX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $13.33  /  +0.15 %
  • Fund Size $10.1B
  • Adjusted Expense Ratio 1.610%
  • Net Expense Ratio 1.580%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 5.80%
  • Turnover Ratio 62%
NAV and 1-Day Return as of

Morningstar’s Analysis PMACX

Will PMACX outperform in the 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 PMACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PMACX 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 PMACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced leadership drives income.

Senior Analyst David Reyna

David Reyna

Senior Analyst

Summary

Higher conviction in Pioneer Multi-Asset Income’s experienced manager supports a People upgrade to Above Average from Average. His deft execution has delivered solid results for income-oriented investors.

by David Reyna
Rated on Published on

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Portfolio Holdings PMACX

More PMACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp

6.62 460M
Financial Services

Citi Future Usd Segregate

2.22 154M
Derivative

Banco de Sabadell SA

2.10 146M
Financial Services

Eversource Energy

2.09 146M
Utilities

Sanofi SA

1.83 127M
Healthcare

Huntington Bancshares Inc

1.78 124M
Financial Services

Bristol-Myers Squibb Co

1.78 124M
Healthcare

Samsung Electronics Co Ltd

1.78 124M
Technology

U.S. Bancorp

1.65 115M
Financial Services

Regions Financial Corp

1.63 113M
Financial Services

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