Pioneer Ibbotson Conservative Alloc B
60 State St., 13th Floor Boston MA 02109
Map
Phone: 800-225-6292
| Category: | Conservative Allocation | | Fund Family: | Pioneer Investments | | Net Assets: | 6.39M | | Year-to-Date Return: | -5.23% | | Yield: | 2.36% | | Morningstar Rating: |  | | Fund Inception Date: | 12-May-05 |
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Peng Chen
Lead Manager since
12-May-05 | | | 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: | $500 | | 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 20-40% of assets in equity funds, and 60-80% in fixed-income funds. |
| Last Dividend
(28-Dec-07):
| 0.25 | | Last Cap Gain
(28-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 59.69% |
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| Expense | PIBVX | Category
Avg | | Total Expense Ratio: | 1.68%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 4.00%
| 2.79% | | 3 Yr Expense Projection*: |
$1,068 | $706 | | 5 Yr Expense Projection*: |
$1,431 | $1,090 | | 10 Yr Expense Projection*: |
$2,637 | $2,110 |
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1.49% Nasdaq 
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