About PCBCX
Victory Pioneer Balanced Fund Class C is a balanced mutual fund that seeks to provide both capital growth and current income by investing in a diversified portfolio of U.S. securities. Its portfolio allocation is actively managed, typically splitting assets between equities and high-quality bonds in roughly equal proportions, depending on the advisor's assessment of current market and economic conditions. The fund normally invests 35% to 65% of its assets in each of these categories, aiming to capture growth potential from stocks while providing income and stability from bonds. It applies environmental, social, and governance (ESG) criteria to its investment process, incorporating sustainability and ethical considerations alongside traditional financial metrics. Holdings include major U.S. companies across technology, healthcare, financial services, and consumer sectors, alongside investment-grade bonds rated 'A' or better by leading agencies. Categorized as "Moderate Allocation," the fund balances growth opportunities with risk management and capital preservation, serving investors seeking a blend of stock market exposure and fixed-income stability. With over 800 holdings and hundreds of millions in assets under management, Victory Pioneer Balanced Fund Class C plays a significant role for investors pursuing an integrated approach to long-term portfolio growth and income generation.
Fund Family Victory Capital Management Inc.
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PCBCX
Share Class Class C
Index S&P 500 TR
PCBCX had a total return of 27.00% in the past year, including dividends.
Since the fund's inception, the average annual return has been 4.58%.
