AllianzGI Structured Return Fund

U.S. News evaluated 52 Market Neutral 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 5.11 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 2.0%
1 Year 5.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. In pursuing its investment objective of long-term capital appreciation, the fund combines long equity exposure with an in the-money short call overlay strategy. To achieve its long equity exposure, it expects to invest typically in stocks of substantially all of the companies included in the S&P 500 Index, which may include real estate investment trusts (REITs) and seeks to replicate approximately the relative weighting of the stocks in the S&P 500 Index.

Fees

Fees are Low compared to funds in the same category.
AllianzGI Structured Return Fund has an expense ratio of 1.65 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

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