Victory Pioneer Balanced Fund Class C (PCBCX)

Fund Assets	410.62M
Expense Ratio	1.69%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	0.17
Dividend Yield	1.47%
Dividend Growth	23.22%
Payout Frequency	Quarterly
Ex-Dividend Date	Jun 20, 2025

Previous Close	11.55
YTD Return	6.18%
1-Year Return	8.42%
5-Year Return	39.57%
52-Week Low	9.76
52-Week High	11.59
Beta (5Y)	n/a
Holdings	818
Inception Date	Sep 23, 2005

About PCBCX

The Fund's investment strategy focuses on Balanced with 1.72% total expense ratio. The minimum amount to invest in Pioneer Series Trust IV: Pioneer Balanced ESG Fund; Class C Shares is $1,000 on a standard taxable account. Pioneer Series Trust IV: Pioneer Balanced ESG Fund; Class C Shares seeks capital growth and income. The Advisor allocates the Funds assets between equity and debt securities based on its assessment of current business, economic and market conditions. Normally, equity and debt securities each represent 35% to 65% of the Funds assets.

• Category: Allocation--50% to 70% Equity
• Stock Exchange: NASDAQ
• Ticker Symbol: PCBCX
• Share Class: Class C
• Index: S&P 500 TR

Performance

PCBCX had a total return of 8.42% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.88%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FAIOX	Fidelity	Fidelity Advisor Balanced Fund	0.57%
FZAAX	Fidelity	Fidelity Advisor Balanced Fund Class Z	0.45%
FABCX	Fidelity	Fidelity Advisor Balanced Fund	1.57%
FAIGX	Fidelity	Fidelity Advisor Balanced Fund Class M	1.07%
FABLX	Fidelity	Fidelity Advisor Balanced Fund Class A	0.82%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
PCBKX	: Class K	0.64%
AYBLX	: Class Y	0.75%
AOBLX	: Class A	0.94%
CBPRX	: Class R	1.30%

Top 10 Holdings

23.70% of assets

Name	Symbol	Weight
Alphabet Inc.	GOOGL	6.01%
Microsoft Corporation	MSFT	4.29%
Visa Inc.	V	2.45%
Cisco Systems, Inc.	CSCO	1.92%
Cardinal Health, Inc.	CAH	1.80%
Eli Lilly and Company	LLY	1.66%
The TJX Companies, Inc.	TJX	1.51%
AbbVie Inc.	ABBV	1.40%
United States Treasury Bonds 3.125%	T.3.125 05.15.48	1.35%
Pure Storage, Inc.	PSTG	1.31%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 20, 2025	$0.030	Jun 20, 2025
Mar 20, 2025	$0.020	Mar 20, 2025
Dec 23, 2024	$0.0481	Dec 23, 2024
Nov 26, 2024	$0.0417	Nov 26, 2024
Sep 19, 2024	$0.030	Sep 19, 2024
Jun 20, 2024	$0.030	Jun 20, 2024