Pnc Balanced Allocation Fund Quote
| PBLIX Fund | USD 14.18 0.07 0.50% |
PerformanceVery Strong
| Odds Of DistressLow
|
Pnc Balanced is trading at 14.18 as of the 19th of July 2025; that is 0.50 percent increase since the beginning of the trading day. The fund's open price was 14.11. Pnc Balanced has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. The fund is managed for shareholders that plan to retire or begin withdrawing assets around the year 2065, the funds target year. More on Pnc Balanced Allocation
Moving together with Pnc Mutual Fund
Pnc Mutual Fund Highlights
| Thematic Idea | Large Blend Funds (View all Themes) |
| Fund Concentration | PNC Funds, Large Blend Funds, Target-Date 2065+ Funds, Large Blend Funds, Target-Date 2065+, PNC Funds, Large Blend, Target-Date 2065+ (View all Sectors) |
| Update Date | 30th of June 2025 |
Pnc Balanced Allocation [PBLIX] is traded in USA and was established 19th of July 2025. Pnc Balanced is listed under PNC Funds category by Fama And French industry classification. The fund is listed under Target-Date 2065+ category and is part of PNC Funds family. The entity is thematically classified as Large Blend Funds. This fund at this time has accumulated 18.48 M in assets with no minimum investment requirementsPnc Balanced Allocation is currently producing year-to-date (YTD) return of 0.15% with the current yeild of 0.03%, while the total return for the last 3 years was 0.08%.
Check Pnc Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pnc Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pnc Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pnc Balanced Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pnc Balanced Allocation Mutual Fund Constituents
| PIGDX | Pnc International Growth | Mutual Fund | Foreign Large Growth | |
| EFV | iShares MSCI EAFE | Etf | Foreign Large Value | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| SPIB | SPDR Barclays Intermediate | Etf | Corporate Bond | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| VMBS | Vanguard Mortgage Backed Securities | Etf | Intermediate Government | |
| BAC | Bank of America | Stock | Financials |
Pnc Balanced Allocation Risk Profiles
| Mean Deviation | 0.4886 | |||
| Semi Deviation | 0.2489 | |||
| Standard Deviation | 0.6977 | |||
| Variance | 0.4868 |
Pnc Balanced Against Markets
Other Information on Investing in Pnc Mutual Fund
Pnc Balanced financial ratios help investors to determine whether Pnc Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pnc with respect to the benefits of owning Pnc Balanced security.
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