AllianzGI Retirement 2035 Fund

U.S. News evaluated 43 Target Date 2031-2035 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 10.76 percent over the past year.

Trailing Returns Updated 04.30.2013
Year to date 5.8%
1 Year 10.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital growth and preservation consistent with its asset allocation as 2035 approaches, and thereafter current income and, secondarily, capital appreciation. The fund seeks to achieve its objective by normally investing primarily in certain affiliated mutual funds and exchange-traded funds (ETFs) sponsored by Allianz and Pacific Investment Management Company LLC. It may also invest significantly in other securities and instruments as a complement or adjustment to its exposure to Underlying funds and Other Acquired funds. The fund may also utilize derivative instruments, such as options, forwards or futures contracts and swap agreements.

Fees

Fees are Average compared to funds in the same category.
AllianzGI Retirement 2035 Fund has an expense ratio of 0.30 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

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Target Date 2031-2035s
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