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Pioneer Classic Balanced Y (AYBLX) Fund Ranking and Research

Ranking, Research and Recommendation of Pioneer Classic Balanced Y (AYBLX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Pioneer Classic Balanced Y Fund (AYBLX) ManagerFund Manager - Walter Hunnewell, Jr.

Fund Manager Information

Fund Manager Tenure: 12.2 years
Fund Family: Pioneer Investments
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of Pioneer Classic Balanced Y Fund (AYBLX) ProfilePioneer Classic Balanced Y Fund (AYBLX) Profile

Fund Profile and Description

Pioneer Classic Balanced Y Fund seeks capital growth and current income. Pioneer Classic Balanced Y Fund normally allocates its assets between equity and debt securities based on its assessment of current business, economic and market conditions. It invests 35% to 65% of net assets in equity and debt securities. Pioneer Classic Balanced Y Fund may invest in debt securities with a broad range of maturities and maintains an average portfolio maturity which varies based upon the judgment of the fund's investment adviser. It may invest up to 25% of total assets in equity and debt securities of non-U.S. issuers. Pioneer Classic Balanced Y Fund will not invest more than 5% of total assets in the securities of emerging markets issuers.

 

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

Data for Pioneer Classic Balanced Y Fund (AYBLX) as of May 30, 2016

  • Pioneer Classic Balanced Y Fund (AYBLX) management has been with Pioneer Classic Balanced Y Fund for 12.2 years
  • Pioneer Classic Balanced Y Fund (AYBLX) has good mid-term performance (3-year return 6.89% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Pioneer Classic Balanced Y Fund (AYBLX) has good Long-term performance (5-year return 7.06% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • 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 44.00% vs Allocation--50% to 70% Equity average of 53.61%. 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 7.54, lower than category average of 7.71
  • Pioneer Classic Balanced Y Fund (AYBLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for Pioneer Classic Balanced Y Fund (AYBLX) as of May 30, 2016

  • Pioneer Classic Balanced Y Fund (AYBLX) has a less-than-ideal short-term performance (1-year return -2.02% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Pioneer Classic Balanced Y Fund (AYBLX) has a higher expense ratio of 0.93% than its Allocation--50% to 70% Equity average of 0.85%
See Pioneer Classic Balanced Y Fund (AYBLX) performance details as of May 30, 2016

 

What do you think?

 

Compare Pioneer Classic Balanced Y Fund (AYBLX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Pioneer Classic Balanced Y1.60-2.026.897.06
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
American Century Balanced Instl (ABINX)2.88-1.386.107.61Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare Pioneer Classic Balanced Y Fund (AYBLX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Pioneer Classic Balanced Y Fund (AYBLX) Net Asset TrackingPioneer Classic Balanced Y (AYBLX) Fund Net Asset

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

DateNet Asset
05/2016$287.15M
03/2016$287.55M
02/2016$276.65M
More historic net asset information on Pioneer Classic Balanced Y Fund (AYBLX)

  

Graph of Pioneer Classic Balanced Y Fund (AYBLX) Portfolio TrackingPioneer Classic Balanced Y (AYBLX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/20161.98%59.83%36.5%1.03%
02/20163.9%57.69%36.92%0.96%
01/20162.45%60.22%36.18%0.56%
Click here to see more historic asset allocation information on Pioneer Classic Balanced Y Fund (AYBLX)

 

graph of Pioneer Classic Balanced Y Fund (AYBLX) Top 10 Position TrackingTop 10 Holdings in Pioneer Classic Balanced Y (AYBLX) Fund

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

Apr 29, 2016
Pfizer, Inc. Common Stock [3.04%]
Microsoft Corporation [2.89%]
Wells Fargo & Company Common St [2.31%]
Alphabet Inc. [2.28%]
Apple Inc. [2.11%]
Home Depot, Inc. (The) Common S [1.89%]
CVS Health Corporation Common S [1.65%]
Johnson & Johnson Common Stock [1.56%]
Chevron Corporation Common Stoc [1.48%]
Medtronic plc. Ordinary Shares [1.46%]

Feb 28, 2016
Microsoft Corporation [3.05%]
Alphabet Inc. [2.38%]
Pfizer, Inc. Common Stock [2.27%]
Apple Inc. [2.24%]
Wells Fargo & Company Common St [2.23%]
Johnson & Johnson Common Stock [2.11%]
Home Depot, Inc. (The) Common S [1.81%]
CVS Health Corporation Common S [1.64%]
Medtronic plc. Ordinary Shares [1.47%]
Gilead Sciences, Inc. [1.46%]

Jan 30, 2016
Microsoft Corporation [3.28%]
Wells Fargo & Company Common St [2.38%]
Pfizer, Inc. Common Stock [2.32%]
Alphabet Inc. [2.28%]
Apple Inc. [2.25%]
Johnson & Johnson Common Stock [2.08%]
Home Depot, Inc. (The) Common S [1.83%]
CVS Health Corporation Common S [1.63%]
Medtronic plc. Ordinary Shares [1.44%]
Gilead Sciences, Inc. [1.38%]
Click here for Stock Holding Change Map in Pioneer Classic Balanced Y Fund (AYBLX)

  

Latest News on Pioneer Classic Balanced Y (AYBLX) Fund

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Pioneer Classic Balanced Y Fund (AYBLX) Related ResourcesSee more information on Pioneer Classic Balanced Y (AYBLX) Fund

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