2 / 5 Stars
2 1 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 41 Target Date 2011-2015 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 7.73 percent over the past year, and 6.65 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||3.2%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital growth and preservation consistent with its asset allocation as 2015 approaches, and thereafter current income and, secondarily, capital appreciation. The fund normally invests in certain affiliated mutual funds and exchange-traded funds (ETFs) sponsored by Allianz and Pacific Investment Management Company LLC ("PIMCO"). It may invest without limit in underlying funds and may invest significantly in one or a small number of the underlying funds. Underlying funds in turn invest in or have exposure to return-generating assets and defensive assets.
Fees are Low compared to funds in the same category.
AllianzGI Retirement 2015 Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.