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Pioneer Balanced ESG C PCBCX

Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 10.49  /  +0.29 %
  • Total Assets 420.5 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.43%
  • Turnover 44%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:24 AM GMT+0

Morningstar’s Analysis PCBCX

Will PCBCX outperform in future?

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

Pioneer Balanced ESG C'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 most expensive quintile among peers.

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Portfolio Holdings PCBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.92 20.7 Mil
Communication Services

Microsoft Corp

3.68 15.5 Mil
Technology

United States Treasury Bills 5.29774%

2.37 10.0 Mil
Government

United States Treasury Notes 4.625%

1.99 8.4 Mil
Government

Advanced Micro Devices Inc

1.98 8.3 Mil
Technology

Eli Lilly and Co

1.74 7.3 Mil
Healthcare

Visa Inc Class A

1.70 7.2 Mil
Financial Services

Medtronic PLC

1.58 6.7 Mil
Healthcare

Cardinal Health Inc

1.51 6.3 Mil
Healthcare

United States Treasury Bonds 3.125%

1.50 6.3 Mil
Government