4 / 5 Stars
5 5 2 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 50 Technology 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 35.56 percent over the past year, 13.01 percent over the past three years, 20.67 percent over the past five years, and 10.48 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.1%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||10.5%|
The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of technology companies and in derivatives and other synthetic instruments that have economic characteristics similar to equity securities of technology companies. The fund is non-diversified.
Fees are Low compared to funds in the same category.
AllianzGI Technology Fund has an expense ratio of 1.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.