Victory Pioneer Solutions Balanced A (PIALX)
| Fund Assets | 416.40M |
| Expense Ratio | 1.03% |
| Min. Investment | $1,000 |
| Turnover | 30.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 13.30 |
| YTD Return | 17.94% |
| 1-Year Return | 17.16% |
| 5-Year Return | 63.21% |
| 52-Week Low | 10.92 |
| 52-Week High | 13.30 |
| Beta (5Y) | n/a |
| Holdings | 17 |
| Inception Date | Aug 9, 2004 |
About PIALX
Victory Pioneer Solutions Balanced Fund is an open-end mutual fund designed to achieve long-term capital growth and current income by investing across a balanced portfolio of U.S. and international equity, fixed income, and money market funds. Serving as a fund-of-funds, it strategically allocates assets among underlying funds that target both growth and income, maintaining a minimum of 25% exposure to both equities and fixed income securities at all times. This structure allows the fund to provide diversification across asset classes, sectors, and geographic regions, aiming to deliver a moderate risk profile. With an inception date of August 2004, the fund is actively managed and is categorized within the global moderate allocation segment, appealing to investors seeking a blend of capital appreciation and income generation. The fund typically holds a concentrated list of underlying funds, with the majority of assets in its top ten holdings, and distributes income annually. It is managed by Victory Capital and is part of the Pioneer Funds family, reflecting a multi-asset approach that is designed to weather varying market environments and deliver above-average performance with below-average risk relative to its peer group.
Performance
PIALX had a total return of 17.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.98%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
96.77% of assets| Name | Symbol | Weight |
|---|---|---|
| Victory Pioneer Multi-Asset Income R6 | PMFKX | 29.74% |
| Victory Pioneer Global Equity R6 | PGEKX | 18.56% |
| Victory Pioneer International Equ R6 | PIEKX | 12.55% |
| Victory Pioneer Bond R6 | PBFKX | 8.55% |
| Victory Pioneer Equ Premium Income R6 | FLEKX | 6.04% |
| Victory Pioneer CAT Bond R6 | ACBKX | 5.01% |
| Victory Pioneer Multi-Asset Ult Inc R6 | MAUKX | 4.94% |
| Victory Pioneer Balanced R6 | PCBKX | 4.32% |
| Victory Pioneer Short Term Income R6 | STIKX | 3.95% |
| Victory Pioneer Securitized Income Y | SYFFX | 3.12% |