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Fund Intelligence | Best Managers | AYBLX Insights | AYBLX Score | AYBLX Performance | AYBLX Manager | AYBLX News | AYBLX Allocation | AYBLX Holdings Change

Mutual Fund Insights: Pioneer Classic Balanced Y Fund (AYBLX)

In-depth Analysis of Pioneer Classic Balanced Y Fund (AYBLX)

Mutual fund chart: Pioneer Classic Balanced Y Fund (AYBLX)

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See Pioneer Classic Balanced Y Fund (AYBLX) performance details as of January 31, 2010

  

    Last Trade: $8.86 on 3/12/2010, Change: -0.01 (-0.11%)
Experiment our closing price forecasting tool for Pioneer Classic Balanced Y Fund (AYBLX) (alpha release)

  

Fund Manager - Walter Hunnewell

Fund Manager Tenure: 4.5 years
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Mr. Hunnewell is Associate Portfolio Manager of Pioneer Fund and Pioneer Equity Income Fund based in the Boston office of Pioneer Investments. As Portfolio Manager, he also manages the equity sleeves of two balanced funds: Pioneer Classice Balanced Fund and Pioneer Tax Advantaged Balanced Trust.  Get more insights on Walter Hunnewell

  

What we like about Pioneer Classic Balanced Y Fund (AYBLX) What we like about Pioneer Classic Balanced Y Fund (AYBLX)

Data for Pioneer Classic Balanced Y Fund (AYBLX) as of January 31, 2010

  • Pioneer Classic Balanced Y Fund (AYBLX) management has been with Pioneer Classic Balanced Y Fund for 4.5 years
  • Pioneer Classic Balanced Y Fund (AYBLX) has good short-term performance (1-year return 31.45% vs 27.80% Moderate Allocation category average)
  • Pioneer Classic Balanced Y Fund (AYBLX) has good mid-term performance (3-year return -0.52% vs -2.95% Moderate Allocation category average)
  • Pioneer Classic Balanced Y Fund (AYBLX) has good Long-term performance (5-year return 3.71% vs 1.92% Moderate Allocation category average)
  • Pioneer Classic Balanced Y Fund (AYBLX) ratio of up-years vs down years is greater than 2
  • Pioneer Classic Balanced Y Fund (AYBLX) has a Morningstar rating of 4 and above
  • Pioneer Classic Balanced Y Fund (AYBLX) has an annual stock turnover rate of 64.00% vs Moderate Allocation average of 87.10%. It is good that Pioneer Classic Balanced Y management does not trade extensively for its return.
  • Pioneer Classic Balanced Y Fund (AYBLX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.19, lower than category average of 14.84
  • Pioneer Classic Balanced Y Fund (AYBLX) has a lower management fee than its Moderate Allocation average: 0.89% vs 1.02%
  • Pioneer Classic Balanced Y Fund (AYBLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Pioneer Classic Balanced Y Fund (AYBLX) What we are cautious about Pioneer Classic Balanced Y Fund (AYBLX)

Data for Pioneer Classic Balanced Y Fund (AYBLX) as of January 31, 2010

See Pioneer Classic Balanced Y Fund (AYBLX) performance details as of January 31, 2010

  

  

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Pioneer Classic Balanced Y Fund (AYBLX) Net Asset

Track net asset change of Pioneer Classic Balanced Y fund (AYBLX)

DateNet Asset
01/2010$134.00M
11/2009$136.42M
10/2009$132.66M
More historic net asset information on Pioneer Classic Balanced Y Fund (AYBLX)

  

Pioneer Classic Balanced Y Fund (AYBLX) Portfolio Allocation

Track portfolio allocation change of Pioneer Classic Balanced Y fund (AYBLX)

DateCashStockBondOther
10/20090.91%62.57%36.07%0.45%
09/20091.14%63.57%34.85%0.44%
08/20091.11%63.31%35.12%0.46%
Click here to see more historic asset allocation information on Pioneer Classic Balanced Y Fund (AYBLX)

  

Most Recent Top 10 Holdings in Pioneer Classic Balanced Y Fund (AYBLX)

Discover what Pioneer Classic Balanced Y Fund (AYBLX) manager is buying

31-Oct-09
PHILIP MORRIS INTL [2.96%]
HEWLETT PACKARD CO [2.62%]
Teva Pharmaceutical Industries [2.58%]
LAZARD LTD. [2.4%]
DIAMOND OFFSHORE DRL [2.29%]
MCDONALDS CP [2.12%]
BRISTOL-MYERS SQUIBB [2.11%]
UNITED TECH [2.09%]
ABBOTT LABORATORIES [2.02%]
Cisco Systems, Inc. [1.92%]

30-Sep-09
PHILIP MORRIS INTL [3%]
LAZARD LTD. [2.59%]
HEWLETT PACKARD CO [2.57%]
Teva Pharmaceutical Industries [2.54%]
DIAMOND OFFSHORE DRL [2.27%]
UNITED TECH [2.2%]
BRISTOL-MYERS SQUIBB [2.15%]
MCDONALDS CP [2.04%]
Cisco Systems, Inc. [1.95%]
ABBOTT LABORATORIES [1.95%]

31-Aug-09
PHILIP MORRIS INTL [2.92%]
Teva Pharmaceutical Industries [2.69%]
HEWLETT PACKARD CO [2.53%]
LAZARD LTD. [2.52%]
UNITED TECH [2.22%]
DIAMOND OFFSHORE DRL [2.2%]
BRISTOL-MYERS SQUIBB [2.19%]
MCDONALDS CP [2.08%]
SMUCKERS J M NEW [1.86%]
Cisco Systems, Inc. [1.86%]
Click here for Stock Holding Change Map in Pioneer Classic Balanced Y Fund (AYBLX)

  

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Latest News on Pioneer Classic Balanced Y (AYBLX)

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