3 / 5 Stars
5 5 4 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#32 in Moderate Allocation
U.S. News evaluated 247 Moderate 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 17.52 percent over the past year, 9.39 percent over the past three years, 16.12 percent over the past five years, and 6.44 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||6.4%|
The investment seeks capital growth and current income. The fund normally invests 35% to 65% of net assets in equity and debt securities. It may invest in debt securities with a broad range of maturities and maintains an average portfolio maturity which varies based upon the judgment of the fund's investment adviser.
Fees are Above Average compared to funds in the same category.
Pioneer Classic Balanced Fund has an expense ratio of 1.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.