Skip to Content

Pioneer Balanced ESG K PCBKX

Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 10.88  /  +0.55 %
  • Total Assets 429.4 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.20%
  • Turnover 44%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:16 AM GMT+0

Morningstar’s Analysis PCBKX

Will PCBKX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PCBKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.91 20.8 Mil
Communication Services

Microsoft Corp

3.87 16.4 Mil
Technology

Advanced Micro Devices Inc

2.24 9.5 Mil
Technology

United States Treasury Notes 4.625%

1.98 8.4 Mil
Government

Eli Lilly and Co

1.91 8.1 Mil
Healthcare

Visa Inc Class A

1.78 7.5 Mil
Financial Services

Medtronic PLC

1.67 7.1 Mil
Healthcare

United States Treasury Bills 5.29875%

1.65 7.0 Mil
Government

Cardinal Health Inc

1.63 6.9 Mil
Healthcare

Adobe Inc

1.52 6.4 Mil
Technology