Morningstar

Victory Pioneer Balanced Fund Class C PCBCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 14.13  /  −0.14 %
  • Total Assets 490.3M
  • Adj. Expense Ratio
    1.680%
  • Expense Ratio 1.650%
  • 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 0.96%
  • Turnover 29%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PCBCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Pioneer Balanced C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PCBCX

More PCBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.79 29M
Communication Services

5 Year Treasury Note Future June 26

4.76 23M
Government

United States Treasury Bills

4.05 20M
Government

United States Treasury Bills

3.24 16M
Government

Amazon.com Inc

3.12 15M
Consumer Cyclical

2 Year Treasury Note Future June 26

2.90 14M
Government

Microsoft Corp

2.82 14M
Technology

Cisco Systems Inc

1.92 9M
Technology

Ultra US Treasury Bond Future June 26

1.77 9M
Government

Ultra 10 Year US Treasury Note Future June 26

1.77 9M
Government

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