1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#32 in Target Date 2036-2040
U.S. News evaluated 52 Target Date 2036-2040 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 9.93 percent over the past year, 5.12 percent over the past three years, and 16.95 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||5.1%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||N/A|
The investment seeks capital growth and preservation consistent with its asset allocation as 2040 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. 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 are Average compared to funds in the same category.
AllianzGI Retirement 2040 Fund has an expense ratio of 0.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.