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Popular Allianz Global Investors Funds
You can find these popular Allianz Global Investors funds for different sectors such as U.S. stock fund, international stock fund, municipal bond fund, balanced fund, target date fund, taxable bond fund. Depend on your risk tolerance; you may pick and choose from this best mutual funds list.Best Allianz mutual funds 2015 are:
- AllianzGI Ultra Micro Cap Fund (GUCAX)
- AllianzGI Global Water Fund (AWTAX)
- AllianzGI NFJ Small-Cap Value Fund (PCVAX)
- AllianzGI Focused Growth Fund (PGWAX)
- AllianzGI Global Growth Allocation Fund (ASGAX)
- AllianzGI Global Natural Resources Fund (ARMAX)
- AllianzGI Convertible Fund (ANZAX)
- AllianzGI Income & Growth Fund (AZNAX)
- AllianzGI Behavioral Advantage Large Cap Fund (AZFAX)
- AllianzGI Technology Fund (RAGTX)
- AllianzGI Emerging Markets Opportunities Fund (AOTAX)
- AllianzGI Behavioral Advantage Large Cap Fund (AZFAX)
- AllianzGI NFJ Dividend Value Fund (PNEAX)
AllianzGI Ultra Micro Cap Fund
This AllianzGI Ultra Micro Cap Fund invests mainly in equity securities of ultra micro-cap companies. With total assets of $113 million, it has a high expense fee of 2.20%. It is limited to new investors. The class A has a sales load of 5.50%.More: Best PIMCO Mutual Funds for 2013
Morningstar has ranked this top Allianz mutual fund with 4 star rating. It has returned 21.12% over the past 3 year, and 20.04% over the past 5 year. Top 3 stocks are Albany Molecular Research Inc, IGI Inc, and Motorcar Parts of America Inc.
AllianzGI Convertible Fund
Ranked with 3 star rating, the AllianzGI Convertible Fund has a yield of 1.55%. This convertible fund has total assets of $2.6 billion. Its expense fee is 0.96%. The fund managers are Douglas G. Forsyth and Justin M. Kass.More: Top Mutual Funds 2015
You can buy this mutual fund with $1,000 initial fund for regular brokerage & IRA (Individual Retirement Account). Top 2 sectors are consumer defensive, and industrials. Top 2 holdings are Micron Tech Convertibles 3%, and Intel Convertible 3.25%.
AllianzGI NFJ Dividend Value Fund
This AllianzGI NFJ Dividend Value Fund has expense ratio fee of 1.05%. This large value fund has a yield of 1.74%. This top Allianz mutual fund utilizes its assets to purchase common stocks and other equity securities of companies that pay or are expected to pay dividends. The portfolio turnover rate is 26%.Morningstar has ranked this Allianz fund with silver rating. In 2014, it has a return of 9.65%. The 3 year average return is 15.63%.
Allianz Fund Information
| Fund Name | Ticker | Type | 3 Year Return % |
|---|---|---|---|
| AllianzGI Ultra Micro Cap A | GUCAX | Small Growth | 22.29% |
| AllianzGI Global Water A | AWTAX | Natural Resources | 13.36% |
| AllianzGI NFJ Small-Cap Value A | PCVAX | Small Value | 13.88% |
| AllianzGI Focused Growth A | PGWAX | Large Growth | 20.68% |
| AllianzGI Global Growth Allocation A | ASGAX | World Allocation | 10.20% |
| AllianzGI Global Natural Resources A | ARMAX | Natural Resources | 2.50% |
| AllianzGI Convertible A | ANZAX | Convertibles | 14.66% |
| AllianzGI Income & Growth A | AZNAX | Moderate Allocation | 12.19% |
| AllianzGI Behavioral Advtg Lg Cp A | AZFAX | Large Blend | 21.75% |
| AllianzGI Technology A | RAGTX | Technology | 20.85% |
| AllianzGI Emerging Markets Opps A | AOTAX | Diversified Emerging Mkts | 6.04% |
| AllianzGI Behavioral Advtg Lg Cp A | AZFAX | Large Blend | 21.75% |
| AllianzGI NFJ Dividend Value A | PNEAX | Large Value | 18.16% |
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