Pioneer Ibbotson Aggressive Allocation C
60 State St., 13th Floor Boston MA 02109
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Phone: 800-225-6292
| Category: | Large Blend | | Fund Family: | Pioneer | | Net Assets: | 22.93M | | Year-to-Date Return: | -12.95% | | Yield: | 1.30% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Aug-04 |
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Alexander E Kaye
Lead Manager since
09-Aug-04 | | | Kaye is a portfolio manager for Ibbotson. Prior to joining Ibbotson in 2004, Kaye was an account manager at UBS Global Asset Management. Kaye holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth. The fund is a fund of funds and seeks to achieve the objectives by investing in a portfolio of underlying funds, which invest in a variety of U.S and foreign equity, debt and money market securities. It invests 85-100% of assets in equity funds, and 0-15% in fixed-income funds. |
| Last Dividend
(28-Dec-07):
| 0.16 | | Last Cap Gain
(28-Dec-07):
| 0.50 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 71.12% |
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| Expense | IALCX | Category
Avg | | Total Expense Ratio: | 1.52%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$742 | $576 | | 5 Yr Expense Projection*: |
$1,270 | $875 | | 10 Yr Expense Projection*: |
$2,716 | $1,735 |
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0.29% Nasdaq 0.00%
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