Pioneer Classic Balanced Fund Quote
AOBLX Fund | USD 10.85 0.03 0.28% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pioneer Classic is trading at 10.85 as of the 22nd of March 2025; that is 0.28% down since the beginning of the trading day. The fund's open price was 10.88. Pioneer Classic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund applies environmental, social and governance criteria to its investments. Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of issuers that the investment adviser believes adhere to the funds ESG criteria. More on Pioneer Classic Balanced
Moving together with Pioneer Mutual Fund
0.93 | PFGRX | Pioneer Fundamental | PairCorr |
0.65 | CVCFX | Pioneer Disciplined Value | PairCorr |
0.63 | CVFCX | Pioneer Disciplined Value | PairCorr |
0.63 | CVFYX | Pioneer Disciplined Value | PairCorr |
0.63 | CVKFX | Pioneer Disciplined Value | PairCorr |
Moving against Pioneer Mutual Fund
Pioneer Mutual Fund Highlights
Fund Concentration | Amundi US Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Amundi US (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 1st of December 2022 |
Fiscal Year End | July |
Pioneer Classic Balanced [AOBLX] is traded in USA and was established 22nd of March 2025. Pioneer Classic is listed under Amundi US category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Amundi US family. This fund presently has accumulated 410.62 M in assets under management (AUM) with no minimum investment requirementsPioneer Classic Balanced is currently producing year-to-date (YTD) return of 1.36% with the current yeild of 0.02%, while the total return for the last 3 years was 5.04%.
Check Pioneer Classic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pioneer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pioneer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pioneer Classic Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pioneer Classic Balanced Mutual Fund Constituents
PG | Procter Gamble | Stock | Consumer Staples | |
CMCSA | Comcast Corp | Stock | Communication Services | |
HON | Honeywell International | Stock | Industrials | |
HD | Home Depot | Stock | Consumer Discretionary | |
HSY | Hershey Co | Stock | Consumer Staples | |
PEP | PepsiCo | Stock | Consumer Staples | |
TJX | The TJX Companies | Stock | Consumer Discretionary | |
PGR | Progressive Corp | Stock | Financials |
Pioneer Classic Balanced Risk Profiles
Mean Deviation | 0.553 | |||
Standard Deviation | 0.7081 | |||
Variance | 0.5015 | |||
Risk Adjusted Performance | (0.08) |
Pioneer Classic Against Markets
Other Information on Investing in Pioneer Mutual Fund
Pioneer Classic financial ratios help investors to determine whether Pioneer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pioneer with respect to the benefits of owning Pioneer Classic security.
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