Pioneer Ibbotson Moderate Allocation A
60 State St., 13th Floor Boston MA 02109
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Phone: 800-225-6292
| Category: | Moderate Allocation | | Fund Family: | Pioneer Investments | | Net Assets: | 146.39M | | Year-to-Date Return: | -8.56% | | Yield: | 2.70% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Aug-04 |
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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: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | 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 50-70% of assets in equity funds, and 30-50% in fixed-income funds. |
| Last Dividend
(28-Dec-07):
| 0.31 | | Last Cap Gain
(28-Dec-07):
| 0.44 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 71.15% |
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| Expense | PIALX | Category
Avg | | Total Expense Ratio: | 0.65%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$996 | $626 | | 5 Yr Expense Projection*: |
$1,302 | $953 | | 10 Yr Expense Projection*: |
$2,169 | $1,864 |
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1.49% Nasdaq 
0.27%
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