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PIALX Pioneer Solutions Balanced A

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Fund PIALX Pioneer Solutions Balanced A AOR iShares Core Growth Allocation GCE Claymore CEF GS Connect ETN  
100% 85% 90%
Annual Fees
(1.41% Exp. Ratio)
(0.22% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.18% annual return
$22,342.38 $32,021.99 $25,690.81
Est. savings over 30 yrs +$9,679.62 +$3,348.43
As of 9/30/16
1 YR RETURN 4.34%
3 YR 3.28%
5 YR 7.34%
10 YR 3.85%
1 YR RETURN 10.02%
3 YR 5.88%
5 YR 9.19%
10 YR --
1 YR RETURN 18.42%
3 YR 5.65%
5 YR 9.33%
10 YR --
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. 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 to track the investment results of the S&P Target Risk Growth Index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Growth Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
The investment seeks to replicate, net of expenses, the Claymore CEF Index. The index measures the performance of a basket of closed-end funds selected and weighted based on a predefined set of criteria such as liquidity, distributions and market valuation, among other factors.

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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.


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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