2 / 5 Stars
3 2 1 1 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 215 Small Growth 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 40.75 percent over the past year, 15.35 percent over the past three years, 24.23 percent over the past five years, and 8.06 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||24.2%|
|10 Years (Annualized)||8.1%|
The investment seeks maximum long-term capital appreciation. The fund normally invests at least 80% of net assets (plus borrowings made for investment purposes) in equity securities of micro-cap companies. It currently defines micro-cap companies as those with market capitalizations comparable to companies included in the Russell Microcap Growth Index. The fund may invest in securities issued in initial public offerings (IPOs), and may utilize foreign currency exchange contracts, options, stock index futures contracts, warrants and other derivative instruments.
Fees are Above Average compared to funds in the same category.
AllianzGI Micro Cap Fund has an expense ratio of 1.65 percent.
Risk is High compared to funds in the same category according to Morningstar.