Skip to Content
Morningstar

Pioneer Solutions Balanced A PIALX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 11.01  /  0.00
  • Total Assets 373.1 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.05%
  • Turnover 57%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 1:50 AM GMT+0

Morningstar’s Analysis PIALX

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

People Pillar

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

Pioneer Solutions Balanced A'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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PIALX

More PIALX 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
—