Continue to site >
Trending ETFs
You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Pioneer Solutions - Growth Fund

IBGYX |

-

$301 M

-

0.41%

Vitals

YTD Return

N/A

1 yr return

18.4%

3 Yr Avg Return

6.5%

5 Yr Avg Return

8.6%

Net Assets

$301 M

Holdings in Top 10

72.4%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 0.41%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 26.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$5,000,000

IRA

$250

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Pioneer Solutions - Growth Fund

IBGYX |

-

$301 M

-

0.41%

IBGYX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 6.5%
  • 5 Yr Annualized Total Return 8.6%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.64%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Pioneer Solutions - Growth Fund
  • Fund Family Name
    Pioneer Investments
  • Inception Date
    Sep 26, 2005
  • Shares Outstanding
    N/A
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Salvatore Buono

Fund Description

IBGYX - Performance

Return Ranking - Trailing

Period IBGYX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -52.8% 20.9% N/A
1 Yr 18.4% -62.9% 11.7% N/A
3 Yr 6.5%* -27.1% 13.5% N/A
5 Yr 8.6%* -24.9% 7.6% N/A
10 Yr 4.8%* -15.3% 9.0% N/A

* Annualized

Return Ranking - Calendar

Period IBGYX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -34.6% 1.6% N/A
2022 N/A -12.4% 33.2% N/A
2021 N/A -65.8% 23.3% N/A
2020 N/A -64.9% 4.8% N/A
2019 N/A -29.5% 68.3% N/A

Total Return Ranking - Trailing

Period IBGYX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -52.8% 20.9% N/A
1 Yr 18.4% -60.7% 12.4% N/A
3 Yr 6.5%* -22.5% 14.3% N/A
5 Yr 8.6%* -22.2% 47.3% N/A
10 Yr 4.8%* -12.5% 13.1% N/A

* Annualized

Total Return Ranking - Calendar

Period IBGYX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -32.7% 1.6% N/A
2022 N/A -8.4% 33.2% N/A
2021 N/A -65.2% 23.3% N/A
2020 N/A -62.9% 9.2% N/A
2019 N/A -28.5% 76.9% N/A

IBGYX - Holdings

Concentration Analysis

IBGYX Category Low Category High IBGYX % Rank
Net Assets 301 M 608 K 147 B N/A
Number of Holdings 125 2 13352 N/A
Net Assets in Top 10 237 M -120 M 26.4 B N/A
Weighting of Top 10 72.35% 5.6% 3196.0% N/A

Top 10 Holdings

Asset Allocation

Weighting Return Low Return High IBGYX % Rank
Stocks 		79.94% -37.73% 135.47% N/A
Cash 		10.12% -283.85% 353.31% N/A
Bonds 		9.48% -47.15% 261.66% N/A
Other 		0.26% -253.31% 53.08% N/A
Preferred Stocks 		0.18% 0.00% 65.70% N/A
Convertible Bonds 		0.01% 0.00% 26.92% N/A

Stock Sector Breakdown

Weighting Return Low Return High IBGYX % Rank
Financial Services 		16.58% -0.38% 47.66% N/A
Technology 		13.97% -3.22% 31.95% N/A
Consumer Cyclical 		10.74% -10.37% 42.25% N/A
Healthcare 		8.43% -1.99% 45.45% N/A
Industrials 		6.05% -0.28% 27.17% N/A
Consumer Defense 		6.03% -4.62% 18.58% N/A
Energy 		4.85% -2.23% 34.31% N/A
Basic Materials 		4.42% -1.52% 22.33% N/A
Communication Services 		2.79% -0.92% 7.14% N/A
Real Estate 		1.66% -3.85% 76.20% N/A
Utilities 		1.37% -0.60% 23.50% N/A

Stock Geographic Breakdown

Weighting Return Low Return High IBGYX % Rank
US 		45.31% -39.12% 134.61% N/A
Non US 		34.63% -85.22% 74.42% N/A

Bond Sector Breakdown

Weighting Return Low Return High IBGYX % Rank
Cash & Equivalents 		10.32% -277.47% 353.31% N/A
Securitized 		4.40% 0.00% 43.20% N/A
Corporate 		2.80% 0.00% 86.09% N/A
Government 		2.39% -57.27% 316.66% N/A
Municipal 		0.09% 0.00% 99.76% N/A
Derivative 		-0.21% -234.33% 27.17% N/A

Bond Geographic Breakdown

Weighting Return Low Return High IBGYX % Rank
US 		8.71% -47.15% 201.54% N/A
Non US 		0.77% -71.37% 144.19% N/A

IBGYX - Expenses

Operational Fees

IBGYX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.41% 0.00% 11.64% N/A
Management Fee 0.13% 0.00% 2.50% N/A
12b-1 Fee 0.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 0.83% N/A

Sales Fees

IBGYX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.14% 5.75% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

IBGYX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.11% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

IBGYX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 26.00% 0.00% 6067.00% N/A

IBGYX - Distributions

Dividend Yield Analysis

IBGYX Category Low Category High IBGYX % Rank
Dividend Yield 0.00% 0.00% 0.57% N/A

Dividend Distribution Analysis

IBGYX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Monthly Monthly

Net Income Ratio Analysis

IBGYX Category Low Category High IBGYX % Rank
Net Income Ratio 0.64% -4.09% 6.99% N/A

Capital Gain Distribution Analysis

IBGYX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Monthly Annually

Distributions History

View More +

IBGYX - Fund Manager Analysis

Managers

Salvatore Buono

Start Date

Tenure

Tenure Rank

Nov 14, 2014

3.13

3.1%

Salvatore Buono is Head of Strategy Alignment and Structured Products within Amundi Pioneer's Multi-Asset Fund Solutions team. In his role, he has oversight of portfolio positioning ensuring alignment of investment strategies across a broad range of products. Mr. Buono also oversees the trade management process, including liquidity and risk assessments for all proposed investment strategies. Mr. Buono joined Amundi Pioneer in 2008. Salvatore joined Pioneer Investments from Capitalia Asset Management in 2008 where he was Head of Wrap Funds and Investment Solutions for five years. He has been in the investment industry since 2000 and began his career with Commerzbank SGR as Asset Allocation and Fund Selection Officer. He holds a degree in Economics from University of Naples (1998). Salvatore holds a Masters in Quantitative Finance from Consortium for Research and Continuing Education in Economics in Turin (2000).

John O'Toole

Start Date

Tenure

Tenure Rank

Nov 14, 2014

3.13

3.1%

John O'Toole has been the Head of Multi-Asset Fund Solutions and Multi-Asset Portfolio Managementat at Pioneer since 2010. He served as the Global Head of Fund Selection and Research at Pioneer Investment Management Ltd. from 2005 to 2010. Previously, he served as the Head of Manager Selection at Ikano Fund Management from 2000 to 2005. Mr. O'Toole was a Portfolio Manager at Coutts from 1997 to 2000. He served as a Portfolio Manager of Bonds at Legal & General Investment Management from 1995 to 1997. Mr. O’Toole has worked in the investment industry since 1995. Mr. O'Toole graduated from Trinity College in 1989.

Paul Weber

Start Date

Tenure

Tenure Rank

Nov 14, 2014

3.13

3.1%

Paul Weber leads Amundi Pioneer's Fund Research and Manager Selection team. Prior to joining the team in 2004, Mr. Weber worked on special projects with Amundi Pioneer's Portfolio Analytics team. Mr. Weber's primary areas of coverage include equity strategies in Japan as well as global asset allocation strategies. Mr. Weber has a secondary focus on global bonds, European and Asian equity strategies. Mr. Weber joined Amundi Pioneer in 2002. Mr. Weber has been a portfolio manager of each fund since November 2014.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.25 31.98 8.31 2.33

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.