AllianzGI Global Growth Allocation Fund

Scorecard
3 / 5 Stars
Lipper
3 4 1 2 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D (Sell)

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.

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Performance

The fund has returned 12.34 percent over the past year, and 6.18 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.8%
1 Year 12.3%
3 Years (Annualized) 6.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks after-inflation capital appreciation and, secondarily, current income. 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 may also invest in ETFs, mutual funds and pooled vehicles. The investment allocates ranges of 70% to 100% for return-generating assets and 0% to 30% for defensive assets.

Fees

Fees are Low compared to funds in the same category.
AllianzGI Global Growth Allocation Fund has an expense ratio of 0.38 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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