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PIAVX Pioneer Solutions Conservative A

4 lower fee alternatives found

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Fund PIAVX Pioneer Solutions Conservative A TSILX TIAA-CREF Lifestyle Income Retail USCCX USAA Cornerstone Conservative  
Similarity
?
100% 89% 86%
Annual Fees
?
$139.37
(1.36% Exp. Ratio)
$72.76
(0.71% Exp. Ratio)
$72.76
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.48% annual return
$13,832.24 $16,844.80 $16,844.80
Est. savings over 30 yrs +$3,012.56 +$3,012.56
Return
As of 10/31/16
1 YR RETURN 1.89%
3 YR 2.37%
5 YR 4.47%
10 YR 3.75%
1 YR RETURN 3.16%
3 YR 2.82%
5 YR --
10 YR --
1 YR RETURN 5.52%
3 YR 3.24%
5 YR --
10 YR --
Description
The investment seeks long-term capital growth and current income. The fund is a "fund of funds." It seeks to achieve its investment objectives by primarily investing in other funds ("underlying funds"). The fund may also invest directly in securities and use derivatives. It invests mainly in funds managed by Pioneer or one of its affiliates. The fund may also invest in securities of unaffiliated mutual funds or exchange-traded funds (ETFs) when the desired economic exposure to a particular asset category or investment strategy is not available through a Pioneer fund.
The investment seeks current income with some capital appreciation. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 20% of the fund's assets in equity underlying funds and (2) approximately 80% of the fund's assets in fixed-income underlying funds. The fund may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.
The investment seeks current income; the fund also considers the potential for capital appreciation. The fund invests in a selection of USAA mutual funds (underlying USAA Funds) consisting of a target asset class allocation of approximately 20% equity securities and 80% fixed-income securities. This is often referred to as a fund-of-funds investment strategy. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. It may invest in investment-grade and below-investment-grade fixed-income securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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