4 / 5 Stars
4 4 1 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 120 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 17.37 percent over the past year, 7.30 percent over the past three years, and 13.17 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
AllianzGI Global Growth Allocation Fund has an expense ratio of 0.63 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.