Pioneer Ibbotson Conservative Alloc Y
60 State St., 13th Floor Boston MA 02109
Map
Phone: 800-225-6292
| Category: | Conservative Allocation | | Fund Family: | Pioneer | | Net Assets: | 10.00K | | Year-to-Date Return: | -5.15% | | Yield: | 2.66% | | Morningstar Rating: | N/A | | Fund Inception Date: | 05-Oct-05 |
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Alexander E Kaye
Lead Manager since
01-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: | $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 and current income. 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 20-40% of assets in equity funds, and 60-80% in fixed-income funds. |
| Last Dividend
(28-Dec-07):
| 0.28 | | Last Cap Gain
(28-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 60.08% |
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| Expense | IBBCX | Category
Avg | | Total Expense Ratio: | 0.88%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.94% | | Max Deferred Sales Load: | 0.00%
| 2.78% | | 3 Yr Expense Projection*: |
$486 | $717 | | 5 Yr Expense Projection*: |
$839 | $1,107 | | 10 Yr Expense Projection*: |
$1,834 | $2,144 |
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1.47% Nasdaq 
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