2 / 5 Stars
2 2 3 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#38 in World Allocation
U.S. News evaluated 121 World Allocation 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 9.13 percent over the past year, 5.57 percent over the past three years, 14.94 percent over the past five years, and 5.86 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||5.6%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||5.9%|
The investment seeks after-inflation capital appreciation and current income. The fund normally invests in certain affiliated mutual funds and exchange-traded funds sponsored by Allianz and PIMCO. 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 may also utilize derivative instruments, such as options, forwards or futures contracts and swap agreements. The investment allocates ranges of 35% to 75% for return-generating assets and 25% to 65% for defensive assets.
Fees are Low compared to funds in the same category.
AllianzGI Global Allocation Fund has an expense ratio of 0.41 percent.
Risk is Average compared to funds in the same category according to Morningstar.