AllianzGI Retirement 2020 Fund

Scorecard
1 / 5 Stars
Lipper
1 1 4 2 3
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 50 Target Date 2016-2020 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 9.41 percent over the past year, 4.47 percent over the past three years, and 8.23 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.3%
1 Year 9.4%
3 Years (Annualized) 4.5%
5 Years (Annualized) 8.2%
10 Years (Annualized) N/A

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Summary

The investment seeks capital growth and preservation consistent with its asset allocation as 2020 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 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. The fund also invests in ETFs and mutual funds and pooled vehicles.

Fees

Fees are Low compared to funds in the same category.
AllianzGI Retirement 2020 Fund has an expense ratio of 1.15 percent.

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Risk

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

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See Also:

Top Allianz Funds Funds