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Morningstar

Pioneer Solutions Balanced R BALRX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 11.35  /  +0.44 %
  • Total Assets 385.2 Mil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.66%
  • Turnover 57%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:09 AM GMT+0

Morningstar’s Analysis BALRX

Will BALRX 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 BALRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BALRX

More BALRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pioneer Multi-Asset Income K

29.76 116.2 Mil
—

Pioneer Global Sustainable Equity K

20.17 78.8 Mil
—

Pioneer International Equity K

13.77 53.8 Mil
—

Pioneer Multi-Asset Ultrashort Income K

7.27 28.4 Mil
—

Pioneer Bond K

7.03 27.5 Mil
—

Pioneer Short Term Income K

6.31 24.6 Mil
—

Pioneer Balanced ESG K

5.03 19.6 Mil
—

Pioneer CAT Bond K

4.18 16.3 Mil
—

Pioneer Equity Premium Income K

2.08 8.1 Mil
—

Pioneer K

1.07 4.2 Mil
—