2 / 5 Stars
2 2 2 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#54 in Aggressive Allocation
U.S. News evaluated 120 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 16.01 percent over the past year, 7.73 percent over the past three years, and 17.03 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth and current income. The fund is a "fund of funds." It seeks to achieve its investment objectives by investing in other funds ("underlying funds" or "acquired funds") rather than direct positions in securities. The underlying funds have their own investment objectives and principal investment strategies and invest in a variety of U.S. and foreign equity, debt and money market 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.