3 / 5 Stars
4 4 2 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#19 in Technology
U.S. News evaluated 51 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 39.38 percent over the past year, 12.85 percent over the past three years, 20.01 percent over the past five years, and 9.15 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||34.9%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of 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. It may invest up to 50% of assets in non-U.S. issuers, including in emerging market countries, but normally no more than 25% of assets are invested in issuers organized or headquartered in any one country outside the United States, other than Japan. The fund is non-diversified.
Fees are Low compared to funds in the same category.
AllianzGI Technology Fund has an expense ratio of 1.57 percent.
Risk is Average compared to funds in the same category according to Morningstar.