3 / 5 Stars
5 4 2 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#12 in Tactical Allocation
U.S. News evaluated 98 Tactical 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 9.10 percent over the past year, and 8.95 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Pioneer Multi-Asset Real Return Fund has an expense ratio of 1.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.