Skip to Content
Morningstar

Pioneer Solutions Balanced Y IMOYX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 11.20  /  0.09 %
  • Total Assets 372.5 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.28%
  • Turnover 57%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 1:49 AM GMT+0

Morningstar’s Analysis IMOYX

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

People Pillar

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

Pioneer Solutions Balanced Y'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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IMOYX

More IMOYX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 17
  • % Assets in Top 10 Holdings 96.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pioneer Multi-Asset Income K

29.78
109,515,625
—

Pioneer Global Sustainable Equity K

19.63
72,172,067
—

Pioneer International Equity K

12.32
45,312,116
—

Pioneer Multi-Asset Ultrashort Income K

11.54
42,452,186
—

Pioneer Short Term Income K

6.22
22,891,988
—

Pioneer Bond K

5.99
22,040,754
—

Pioneer Balanced ESG K

5.55
20,402,116
—

Pioneer Flexible Opportunities K

3.02
11,123,469
—

Dreyfus Government Cash Mgmt Instl

2.92
10,741,641
Cash and Equivalents

Pioneer CAT Bond K

2.46
9,064,758
—