3 / 5 Stars
5 5 3 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#119 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.10 percent over the past year, 8.65 percent over the past three years, and 19.24 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return comprised of current income, current gains and capital appreciation. The fund invests primarily in a combination of common stocks and other equity securities, debt securities and convertible securities. Its investments in each asset class are based upon the portfolio managers' assessment of economic conditions and market factors, including equity price levels, interest rate levels and their anticipated direction. The fund may invest in issuers of any market capitalization (with a focus on $3 billion and above) and may invest a portion of its assets in non-U.S. securities (including emerging market securities).
Fees are Above Average compared to funds in the same category.
AllianzGI Income & Growth Fund has an expense ratio of 1.32 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.