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.
Pioneer Solutions Balanced C PIDCX
- NAV / 1-Day Return 10.44 / +0.68 %
- Total Assets 384.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.790%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Global Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.54%
- Turnover 57%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis PIDCX
Will PIDCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 96.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Pioneer Multi-Asset Income K | 29.60 | 115.1 Mil | — |
Pioneer Global Sustainable Equity K | 19.73 | 76.7 Mil | — |
Pioneer International Equity K | 14.00 | 54.4 Mil | — |
Pioneer Bond K | 7.43 | 28.9 Mil | — |
Pioneer Multi-Asset Ultrashort Income K | 6.45 | 25.1 Mil | — |
Pioneer Short Term Income K | 6.39 | 24.8 Mil | — |
Pioneer Balanced ESG K | 5.02 | 19.5 Mil | — |
Pioneer CAT Bond K | 4.14 | 16.1 Mil | — |
Pioneer Equity Premium Income K | 3.01 | 11.7 Mil | — |
Pioneer K | 1.10 | 4.3 Mil | — |