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Morningstar

Pioneer Solutions Balanced C PIDCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.59  /  0.10 %
  • Total Assets 391.1 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.980%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.72%
  • Turnover 51%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis PIDCX

Will PIDCX 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 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.

Summary

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Pioneer Solutions Balanced C's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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