Pioneer Multi-Asset Real Return Fund

Scorecard
4 / 5 Stars
Lipper
5 5 2 3 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#8 in Tactical Allocation

U.S. News evaluated 84 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 3.64 percent over the past year, and 8.43 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date -2.3%
1 Year 3.6%
3 Years (Annualized) 8.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund selects investments from a broad spectrum of asset classes, including both traditional investments, such as equity and fixed income securities, and less traditional or alternative investments, such as commodity-oriented investments, real estate related investments, and currencies. It may invest up to 100% of its assets in non-U.S. securities, including securities of emerging market issuers. The fund is not required to allocate its investments among asset classes in any fixed proportion, nor is it limited by the issuer's geographic location, size or market capitalization. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Pioneer Multi-Asset Real Return Fund has an expense ratio of 1.20 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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