Pioneer Classic Balanced B
60 State Street 20th Floor Boston, Massachusetts 02109-1820
Map
Phone: 800-225-6292
| Category: | Moderate Allocation | | Fund Family: | Pioneer Investments | | Net Assets: | 16.70M | | Year-to-Date Return: | -24.98% | | Yield: | 2.64% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Sep-97 |
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Kenneth J. Taubes
Lead Manager since
30-Aug-05 | | | Taubes is a senior vice president of Pioneer, his employer since1998. Prior to that, he spent a year as a senior vice president in the finance division of United States Trust Company of Boston, four years as a treasurer of Home Owners Savings Bank, and five years as a treasury officer at the Bank of New England. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital growth and current income. The fund normally invests 35% to 60% of assets in equity and debt securities. For purposes of the fund's investment policies, equity securities include common stocks, convertible debt, and securities with common stock characteristics, such as equity interests in real estate investment trusts (REITs), exchange-traded funds (ETFs) that invest primarily in equity securities, and preferred stocks. |
| Last Dividend
(19-Sep-08):
| 0.05 | | Last Cap Gain
(30-Nov-07):
| 1.14 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 72.64% |
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| Expense | ASBBX | Category
Avg | | Total Expense Ratio: | 2.06%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 4.00%
| 2.72% | | 3 Yr Expense Projection*: |
$952 | $623 | | 5 Yr Expense Projection*: |
$1,221 | $941 | | 10 Yr Expense Projection*: |
$2,203 | $1,840 |
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