3 / 5 Stars
3 3 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 61 Retirement Income 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 9.22 percent over the past year, 5.52 percent over the past three years, and 8.58 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||5.5%|
|5 Years (Annualized)||8.6%|
|10 Years (Annualized)||N/A|
The investment seeks current income; capital appreciation is a secondary consideration. The fund normally invests in certain affiliated mutual funds and exchange-traded funds (ETFs) sponsored by Allianz and PIMCO (the "underlying funds"). It may invest without limit in underlying funds and may invest significantly in one or a small number of the underlying funds. The underlying funds in turn invest in or have exposure to return-generating assets and defensive assets. It may also invest in ETFs, mutual funds and pooled vehicles. The investment allocates ranges of 15% to 40% for return-generating assets and 60% to 85% for defensive assets.
Fees are Average compared to funds in the same category.
AllianzGI Retirement Income Fund has an expense ratio of 0.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.