About AOBLX
Victory Pioneer Balanced ESG Fund Class A is a mutual fund that pursues both capital growth and current income by investing in a diversified mix of equity and debt securities. The fund typically allocates between 35% and 65% of its assets to each asset class, adjusting its balance based on prevailing market, economic, and business conditions. The strategy integrates environmental, social, and governance (ESG) criteria into its investment process, ensuring that holdings meet specific sustainability standards. The fund's top equity holdings often include large, influential companies across sectors such as technology, healthcare, and financial services, while its fixed income portion may include investment-grade and some below-investment-grade securities. With over 800 individual holdings and assets exceeding $400 million, the fund aims to deliver a moderate allocation solution for investors seeking a blend of growth and income, while maintaining a focus on responsible investing practices. Established in 1991, Victory Pioneer Balanced ESG Fund Class A has a long-standing presence in the market and appeals to investors prioritizing both performance and ESG factors.
Fund Family Victory Capital Management Inc.
Category Allocation--50% to 70% Equity
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol AOBLX
Share Class Class A
Index S&P 500 TR
AOBLX had a total return of 28.03% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.79%.
