Pioneer Ibbotson Aggressive Allocation Y
60 State St., 13th Floor Boston MA 02109
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Phone: 800-225-6292
| Category: | Large Blend | | Fund Family: | Pioneer Investments | | Net Assets: | 2.54M | | Year-to-Date Return: | -12.45% | | Yield: | 2.35% | | Morningstar Rating: | N/A | | Fund Inception Date: | 26-Sep-05 |
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Peng Chen
Lead Manager since
09-Aug-04 | | | Chen is managing director and chief investment officer at Ibbotson. He joined Ibbotson in 1997. Chen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | 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):
| 0.29 | | Last Cap Gain
(28-Dec-07):
| 0.50 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 71.30% |
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| Expense | IBAYX | Category
Avg | | Total Expense Ratio: | 0.39%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$397 | $577 | | 5 Yr Expense Projection*: |
$686 | $877 | | 10 Yr Expense Projection*: |
$1,511 | $1,739 |
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1.49% Nasdaq 
0.27%
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