Pioneer Solutions - Balanced Fund Class A (PIALX)

Fund Assets	376.78M
Expense Ratio	1.03%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	0.57
Dividend Yield	4.60%
Dividend Growth	31.72%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2024

Previous Close	11.77
YTD Return	4.80%
1-Year Return	8.95%
5-Year Return	61.95%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	0.65
Holdings	17
Inception Date	Aug 9, 2004

About PIALX

PIALX was founded on 2004-08-09. The Fund's investment strategy focuses on Balanced with 0.49% total expense ratio. The minimum amount to invest in Pioneer Asset Allocation Trust: Pioneer Solutions - Balanced Fund; Class A Shares is $1,000 on a standard taxable account. Pioneer Asset Allocation Trust: Pioneer Solutions - Balanced Fund; Class A 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 A
• Category: World Allocation
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PIALX
• Share Class: Class A
• Index: Index is not available on Lipper Database

Performance

PIALX had a total return of 8.95% in the past year. Since the fund's inception, the average annual return has been 5.52%, including dividends.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
undefined	Vanguard	Vanguard Tax-Managed Balanced Fund Admiral Shares	0.09%
undefined	Vanguard	Vanguard LifeStrategy Conservative Growth Fund Investor Shares	0.12%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
IMOYX	: Class Y	0.85%
BALRX	: Class R	1.27%
PIDCX	: Class C	1.77%

Top 10 Holdings

95.78% of assets

Name	Symbol	Weight
Pioneer Multi-Asset Income K	n/a	29.64%
Pioneer Global Sustainable Equity K	n/a	19.56%
Pioneer International Equity K	n/a	13.31%
Pioneer Bond K	n/a	7.06%
Pioneer CAT Bond K	n/a	5.20%
Pioneer Balanced ESG K	n/a	4.96%
Pioneer Multi-Asset Ultrashort Income K	n/a	4.63%
Pioneer Short Term Income K	n/a	4.44%
Pioneer Equity Premium Income K	n/a	3.97%
Pioneer Securitized Income Y	n/a	3.01%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2024	$0.571	Dec 30, 2024
Dec 28, 2023	$0.4335	Dec 28, 2023
Dec 30, 2022	$1.4405	Dec 30, 2022
Dec 30, 2021	$0.8026	Dec 30, 2021
Dec 30, 2020	$0.3358	Dec 30, 2020
Dec 30, 2019	$0.363	Dec 30, 2019