AllianzGI U.S. Small-Cap Growth Fund

Scorecard
2 / 5 Stars
Lipper
2 3 2 2 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

U.S. News evaluated 219 Small Growth 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 25.90 percent over the past year, 12.22 percent over the past three years, 20.27 percent over the past five years, and 9.33 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.8%
1 Year 25.9%
3 Years (Annualized) 12.2%
5 Years (Annualized) 20.3%
10 Years (Annualized) 9.3%

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Summary

The investment seeks maximum long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of U.S. companies with smaller market capitalizations. It currently defines "U.S. companies" as those companies that (i) are incorporated in the U.S., (ii) derive at least 50% of their revenue or profits from business activities in the U.S. or (iii) maintain at least 50% of their assets in the U.S. The fund currently considers smaller market capitalization companies to be companies with market capitalizations that are below the highest market capitalization of companies represented in the Russell 2000 Growth Index.

Fees

Fees are Above Average compared to funds in the same category.
AllianzGI U.S. Small-Cap Growth Fund has an expense ratio of 2.21 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top Allianz Funds Funds