AllianzGI U.S. Managed Volatility Fund

Scorecard
2 / 5 Stars
Lipper
1 1 5 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.37 percent over the past year, 9.91 percent over the past three years, 17.82 percent over the past five years, and 6.34 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 14.4%
3 Years (Annualized) 9.9%
5 Years (Annualized) 17.8%
10 Years (Annualized) 6.3%

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in equity securities of U.S. companies. It currently defines "U.S. companies" as those companies that (i) are incorporated in the U.S., (ii) derive at least 50% of their revenue or profits from business activities in the U.S. or (iii) maintain at least 50% of their assets in the U.S. The fund expects to invest typically in companies with market capitalizations at or above the lowest market capitalization of companies represented in the Russell 1000 Index.

Fees

Fees are Average compared to funds in the same category.
AllianzGI U.S. Managed Volatility Fund has an expense ratio of 0.61 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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