Victory Pioneer Solutions Balanced Fund Class Y (IMOYX)

3.83% (1Y)

Fund Assets	376.78M
Expense Ratio	0.85%
Min. Investment	$5,000,000
Turnover	n/a
Dividend (ttm)	0.60
Dividend Yield	4.90%
Dividend Growth	31.48%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2024

Previous Close	12.15
YTD Return	6.19%
1-Year Return	9.22%
5-Year Return	66.83%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	17
Inception Date	Sep 23, 2005

About IMOYX

IMOYX was founded on 2005-09-23. The Fund's investment strategy focuses on Balanced with 0.25% total expense ratio. The minimum amount to invest in Pioneer Asset Allocation Trust: Pioneer Solutions - Balanced Fund; Class Y Shares is $5,000,000 on a standard taxable account. Pioneer Asset Allocation Trust: Pioneer Solutions - Balanced Fund; Class Y Shares seeks long-term growth of capital and current income by investing in a portfolio of underlying U.S. and foreign equity, debt and money market funds.

• Fund Family: Pioneer Funds Y
• Category: World Allocation
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: IMOYX
• Share Class: Class Y
• Index: Index is not available on Lipper Database

Performance

IMOYX had a total return of 9.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.29%.

Chart

Bar chart with 6 bars.

The chart has 1 X axis displaying categories.

The chart has 1 Y axis displaying values. Data ranges from 5.266 to 10.779.

End of interactive chart.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PIALX	: Class A	1.03%
BALRX	: Class R	1.27%
PIDCX	: Class C	1.77%

Top 10 Holdings

94.99% of assets

Name	Symbol	Weight
Victory Pioneer Multi-Asset Income Fund Class R6	PMFKX	29.70%
Victory Pioneer Global Equity Fund Class R6	PGEKX	18.83%
Pioneer International Equity K	PIEKX	12.69%
Pioneer Bond Fund Class K	PBFKX	8.61%
Pioneer CAT Bond K	ACBKX	5.02%
Victory Pioneer Balanced Fund Class R6	PCBKX	4.74%
Victory Pioneer Multi-Asset Ultrashort Income Fund Class R6	MAUKX	4.21%
Victory Pioneer Short Term Income Fund Class R6	STIKX	4.02%
Victory Pioneer Equ Premium Income Fund Class R6	FLEKX	3.89%
Pioneer Securitized Income Y	SYFFX	3.29%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2024	$0.5952	Dec 30, 2024
Dec 28, 2023	$0.4527	Dec 28, 2023
Dec 30, 2022	$1.4736	Dec 30, 2022
Dec 30, 2021	$0.8395	Dec 30, 2021
Dec 30, 2020	$0.3653	Dec 30, 2020
Dec 30, 2019	$0.3869	Dec 30, 2019