3 / 5 Stars
4 4 1 3 3
Zacks Investment Research
1 (Strong Buy)
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 36.30 percent over the past year, 13.94 percent over the past three years, 29.14 percent over the past five years, and 10.23 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.2%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||29.1%|
|10 Years (Annualized)||10.2%|
The investment seeks maximum 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 may have a high portfolio turnover rate, which may be up to 200% or more. 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 U.S. Emerging Growth Fund has an expense ratio of 1.16 percent.
Risk is High compared to funds in the same category according to Morningstar.