Pioneer Classic Balanced Fund Quote
| AOBLX Fund | USD 11.45 0.04 0.35% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Pioneer Classic is trading at 11.45 as of the 2nd of December 2024; that is 0.35% up since the beginning of the trading day. The fund's open price was 11.41. Pioneer Classic has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 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 13th of December 2022 and ending today, the 2nd of December 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
| 0.77 | PFGRX | Pioneer Fundamental | PairCorr |
| 0.85 | CVCFX | Pioneer Disciplined Value | PairCorr |
| 0.85 | CVFCX | Pioneer Disciplined Value | PairCorr |
| 0.85 | CVFYX | Pioneer Disciplined Value | PairCorr |
| 0.85 | CVKFX | Pioneer Disciplined Value | PairCorr |
Moving against Pioneer Mutual Fund
Pioneer Mutual Fund Highlights
| Fund Concentration | Amundi US Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Amundi US (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Pioneer Classic Balanced [AOBLX] is traded in USA and was established 2nd of December 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 12.8% with the current yeild of 0.02%, while the total return for the last 3 years was 4.09%.
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
| VZ | Verizon Communications | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| BAC | Bank of America | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| PNC | PNC Financial Services | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care |
Pioneer Classic Balanced Risk Profiles
| Mean Deviation | 0.3832 | |||
| Semi Deviation | 0.42 | |||
| Standard Deviation | 0.4955 | |||
| Variance | 0.2456 |
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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