Morningstar

Victory Pioneer Balanced Fund Class R6 PCBKX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 14.09  /  +0.21 %
  • Total Assets 501.2M
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.600%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.72%
  • Turnover 29%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PCBKX

Will PCBKX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCBKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCBKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCBKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Pioneer Balanced R6 holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PCBKX

More PCBKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

6.70 35M
Communication Services

Future on 5 Year Treasury Note

4.18 22M
Government

Amazon.com Inc

3.33 18M
Consumer Cyclical

Microsoft Corp

2.64 14M
Technology

Ralliant Corp

1.94 10M
Technology

Future on 2 Year Treasury Note

1.87 10M
Government

United States Treasury Notes 3.75%

1.74 9M
Government

Eli Lilly and Co

1.71 9M
Healthcare

Samsung Electronics Co Ltd DR

1.71 9M
Technology

Us Ultra Bond Cbt Sep26

1.54 8M
Government

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