Morningstar

Victory Pioneer Solutions Balanced Fund Class C PIDCX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $12.45  /  0.00
  • Fund Size $429.0M
  • Adjusted Expense Ratio 1.780%
  • Net Expense Ratio 1.070%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 4.25%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis PIDCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Pioneer Solutions Balanced C holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PIDCX

More PIDCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Pioneer Multi-Asset Income R6

29.75 129M
—

Victory Pioneer Global Equity R6

19.13 83M
—

Victory Pioneer International Equ R6

8.96 39M
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Victory Pioneer Equ Premium Income R6

7.54 33M
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Victory Pioneer Multi-Asset Ult Inc R6

7.02 30M
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Victory Pioneer Bond R6

6.91 30M
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Victory Pioneer Balanced R6

5.11 22M
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Victory Pioneer CAT Bond R6

5.10 22M
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Victory Pioneer Securitized Income Y

2.62 11M
—

Victory Pioneer Active Credit Y

2.60 11M
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