Pioneer Classic Balanced Fund Quote

AOBLX Fund  USD 11.35  0.03  0.27%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Pioneer Classic is trading at 11.35 as of the 25th of November 2024; that is 0.27% up since the beginning of the trading day. The fund's open price was 11.32. Pioneer Classic has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pioneer Classic Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund applies environmental, social and governance criteria to its investments. Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of issuers that the investment adviser believes adhere to the funds ESG criteria. More on Pioneer Classic Balanced

Moving together with Pioneer Mutual Fund

  0.93PFGRX Pioneer FundamentalPairCorr
  0.68GCSLX Pioneer Global EquityPairCorr
  0.84CVCFX Pioneer Disciplined ValuePairCorr
  0.84CVFCX Pioneer Disciplined ValuePairCorr
  0.84CVFYX Pioneer Disciplined ValuePairCorr
  0.84CVKFX Pioneer Disciplined ValuePairCorr

Moving against Pioneer Mutual Fund

  0.32STIRX Pioneer Strategic IncomePairCorr

Pioneer Mutual Fund Highlights

Fund ConcentrationAmundi US Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Amundi US (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of December 2022
Fiscal Year EndJuly
Pioneer Classic Balanced [AOBLX] is traded in USA and was established 25th of November 2024. Pioneer Classic is listed under Amundi US category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Amundi US family. This fund presently has accumulated 410.62 M in assets under management (AUM) with no minimum investment requirementsPioneer Classic Balanced is currently producing year-to-date (YTD) return of 10.83% with the current yeild of 0.02%, while the total return for the last 3 years was 3.36%.
Check Pioneer Classic Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pioneer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pioneer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pioneer Classic Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Pioneer Classic Balanced Mutual Fund Constituents

PGProcter GambleStockConsumer Staples
PGRProgressive CorpStockFinancials
VVisa Class AStockFinancials
TJXThe TJX CompaniesStockConsumer Discretionary
AAPLApple IncStockInformation Technology
PNCPNC Financial ServicesStockFinancials
ZTSZoetis IncStockHealth Care
MSFTMicrosoftStockInformation Technology
More Details

Pioneer Classic Balanced Risk Profiles

Pioneer Classic Against Markets

Other Information on Investing in Pioneer Mutual Fund

Pioneer Classic financial ratios help investors to determine whether Pioneer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pioneer with respect to the benefits of owning Pioneer Classic security.
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