Best Allianz Mutual Funds 2015

By
Allianz Global Investors is part of Allianz. Allianz Global Investors is a diversified active investment manager, managing EUR 345 billion in assets for individuals, families and institutions worldwide. It offers mutual funds, managed accounts, closed end funds, institutional strategies, offshore funds, and premier Multi-Series VIT.

We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles.

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

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 NameTickerType3 Year Return %
AllianzGI Ultra Micro Cap AGUCAXSmall Growth22.29%
AllianzGI Global Water AAWTAXNatural Resources13.36%
AllianzGI NFJ Small-Cap Value APCVAXSmall Value13.88%
AllianzGI Focused Growth APGWAXLarge Growth20.68%
AllianzGI Global Growth Allocation AASGAXWorld Allocation10.20%
AllianzGI Global Natural Resources AARMAXNatural Resources2.50%
AllianzGI Convertible AANZAXConvertibles14.66%
AllianzGI Income & Growth AAZNAXModerate Allocation12.19%
AllianzGI Behavioral Advtg Lg Cp AAZFAXLarge Blend21.75%
AllianzGI Technology ARAGTXTechnology20.85%
AllianzGI Emerging Markets Opps AAOTAXDiversified Emerging Mkts6.04%
AllianzGI Behavioral Advtg Lg Cp AAZFAXLarge Blend21.75%
AllianzGI NFJ Dividend Value APNEAXLarge Value18.16%

0 comments:

Post a Comment