Pioneer Solutions Balanced Fund Fundamentals
| BALRX Fund | USD 11.69 0.05 0.43% |
Pioneer Solutions Balanced fundamentals help investors to digest information that contributes to Pioneer Solutions' financial success or failures. It also enables traders to predict the movement of Pioneer Mutual Fund. The fundamental analysis module provides a way to measure Pioneer Solutions' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Pioneer Solutions mutual fund.
Pioneer |
Pioneer Solutions Balanced Mutual Fund Three Year Return Analysis
Pioneer Solutions' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pioneer Solutions Three Year Return | 3.81 % |
Most of Pioneer Solutions' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pioneer Solutions Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Pioneer Solutions Balanced has a Three Year Return of 3.8076%. This is 9.13% lower than that of the Pioneer Investments family and significantly higher than that of the World Allocation category. The three year return for all United States funds is notably lower than that of the firm.
Pioneer Solutions Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pioneer Solutions's current stock value. Our valuation model uses many indicators to compare Pioneer Solutions value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pioneer Solutions competition to find correlations between indicators driving Pioneer Solutions's intrinsic value. More Info.Pioneer Solutions Balanced is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 226.37 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pioneer Solutions' earnings, one of the primary drivers of an investment's value.Pioneer Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pioneer Solutions' direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pioneer Solutions could also be used in its relative valuation, which is a method of valuing Pioneer Solutions by comparing valuation metrics of similar companies.Pioneer Solutions is rated below average in three year return among similar funds.
Fund Asset Allocation for Pioneer Solutions
The fund invests 60.31% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (6.66%) , cash (6.31%) and various exotic instruments.Asset allocation divides Pioneer Solutions' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Pioneer Fundamentals
| Total Asset | 386.18 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 7.74 % | ||||
| One Year Return | 9.01 % | ||||
| Three Year Return | 3.81 % | ||||
| Five Year Return | 6.18 % | ||||
| Ten Year Return | 4.29 % | ||||
| Net Asset | 491.75 M | ||||
| Last Dividend Paid | 0.26 | ||||
| Cash Position Weight | 6.31 % | ||||
| Equity Positions Weight | 60.31 % | ||||
| Bond Positions Weight | 6.66 % |
About Pioneer Solutions Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pioneer Solutions Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pioneer Solutions using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pioneer Solutions Balanced based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund is a fund of funds. It seeks to achieve its investment objectives by investing in other funds and using asset allocation strategies to allocate its assets among the underlying funds. It invests in underlying funds managed by Amundi Asset Management US, Inc. or one of its affiliates. The fund allocates its assets among underlying funds with exposure to the broad asset classes of equity, fixed income and short-term investments. It is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Pioneer Mutual Fund
Pioneer Solutions 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 Solutions security.
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