2 / 5 Stars
2 2 2 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#53 in Aggressive Allocation
U.S. News evaluated 119 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.18 percent over the past year, 8.75 percent over the past three years, and 11.97 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||15.2%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth and current income. The fund is a "fund of funds". Equity securities in which underlying funds invest include common stocks, preferred stocks, debt convertible to equity securities, and equity securities with common stock characteristics such as real estate investment trusts, and exchange-traded funds that invest primarily in equity securities. Debt securities in which underlying funds may invest include U.S. government securities, debt securities of corporate and other issuers, mortgage- and asset-backed securities and short term debt securities.
Fees are Average compared to funds in the same category.
Pioneer Ibbotson Growth Allocation Fund has an expense ratio of 0.69 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.