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AllianzGI US Small-Cap Growth Instl (AEMIX) Fund Ranking and Research

Ranking, Research and Recommendation of AllianzGI US Small-Cap Growth Instl (AEMIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of AllianzGI US Small-Cap Growth Instl Fund (AEMIX) ManagerFund Manager - K. Matthew H. Axline

Fund Manager Information

Fund Manager Tenure: 7.5 years
Fund Family: Allianz Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)
Matt Axline has portfolio management and research responsibilities for the U.S. Small Cap Growth team based in San Diego. Prior to joining AGI Capital via a predecessor affiliate in 2004, he was an associate with Pescadero Ventures, LLC; business development manager for Icarian, Inc.; and financial advisor with Merrill Lynch, Pierce, Fenner & Smith. Matt has twelve years of investment industry experience.  Get more insights on K. Matthew H. Axline

 

Graph of AllianzGI US Small-Cap Growth Instl Fund (AEMIX) ProfileAllianzGI US Small-Cap Growth Instl Fund (AEMIX) Profile

Fund Profile and Description

AllianzGI US Small-Cap Growth Instl Fund seeks maximum long-term capital appreciation. AllianzGI US Small-Cap Growth Instl Fund invests at least 80% of assets in equity securities. It may invest in companies of any size market capitalization, but expects to invest typically in companies with a market capitalization similar to the Russell 2000 Growth index. AllianzGI US Small-Cap Growth Instl Fund expects a high portfolio turnover rate, which may be 200% or more.

 

AllianzGI US Small-Cap Growth Instl (AEMIX) Fund Strength What we like about AllianzGI US Small-Cap Growth Instl (AEMIX) Fund

Data for AllianzGI US Small-Cap Growth Instl Fund (AEMIX) as of May 30, 2016

  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) management has been with AllianzGI US Small-Cap Growth Instl Fund for 7.5 years
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) ratio of up-years vs down years is greater than 2
  • Asset base in AllianzGI US Small-Cap Growth Instl Fund (AEMIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) has a lower expense ratio than its Small Growth average: 1.16% vs 1.30%
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AllianzGI US Small-Cap Growth Instl Fund (AEMIX) Weakness What we are cautious about AllianzGI US Small-Cap Growth Instl (AEMIX) Fund

Data for AllianzGI US Small-Cap Growth Instl Fund (AEMIX) as of May 30, 2016

  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) has a less-than-ideal short-term performance (1-year return -17.74% vs -7.74% Small Growth category median performance)
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) has a less-than-ideal mid-term performance (3-year return 2.45% vs 6.86% Small Growth category median performance)
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) has a less-than-ideal Long-term performance (5-year return 3.99% vs 7.01% Small Growth category median performance)
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) has a Morningstar rating of 3 and below
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) is less safe compared to its Small Growth peers
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) has an annual stock turnover rate of 79.00% that is higher than the Small Growth average of 65.17%. This could mean AllianzGI US Small-Cap Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) does not have a good risk adjusted return as its 3-year Alpha of -9.31 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.22
  • AllianzGI US Small-Cap Growth Instl Fund (AEMIX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.36 that is higher than category average of 15.82
See AllianzGI US Small-Cap Growth Instl Fund (AEMIX) performance details as of May 30, 2016

 

What do you think?

 

Compare AllianzGI US Small-Cap Growth Instl Fund (AEMIX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AllianzGI US Small-Cap Growth Instl-5.27-17.742.453.99
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare AllianzGI US Small-Cap Growth Instl Fund (AEMIX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of AllianzGI US Small-Cap Growth Instl Fund (AEMIX) Net Asset TrackingAllianzGI US Small-Cap Growth Instl (AEMIX) Fund Net Asset

Track net asset change of AllianzGI US Small-Cap Growth Instl fund (AEMIX)

DateNet Asset
05/2016$26.84M
03/2016$26.29M
02/2016$23.52M
More historic net asset information on AllianzGI US Small-Cap Growth Instl Fund (AEMIX)

  

Graph of AllianzGI US Small-Cap Growth Instl Fund (AEMIX) Portfolio TrackingAllianzGI US Small-Cap Growth Instl (AEMIX) Fund Portfolio Allocation

Track portfolio allocation change of AllianzGI US Small-Cap Growth Instl fund (AEMIX)

DateCashStockBondOther
03/20164.82%95.18%0%0%
01/20163.37%96.63%0%0%
12/20151.96%98.04%0%0%
Click here to see more historic asset allocation information on AllianzGI US Small-Cap Growth Instl Fund (AEMIX)

 

graph of AllianzGI US Small-Cap Growth Instl Fund (AEMIX) Top 10 Position TrackingTop 10 Holdings in AllianzGI US Small-Cap Growth Instl (AEMIX) Fund

Discover what AllianzGI US Small-Cap Growth Instl Fund (AEMIX) manager is buying

Mar 30, 2016
Take-Two Interactive Software, [1.64%]
Core-Mark Holding Company, Inc. [1.63%]
Hanover Insurance Group Inc [1.59%]
AMERISAFE, Inc. [1.58%]
Euronet Worldwide, Inc. [1.53%]
Cynosure, Inc. [1.5%]
Granite Construction Incorporat [1.48%]
Ligand Pharmaceuticals Incorpor [1.47%]
U S Concrete, Inc. [1.4%]
LendingTree, Inc. [1.37%]

Jan 30, 2016
Acadia Healthcare Company, Inc. [1.59%]
PrivateBancorp, Inc. [1.56%]
Euronet Worldwide, Inc. [1.52%]
Bank of the Ozarks [1.48%]
Core-Mark Holding Company, Inc. [1.41%]
Western Alliance Bancorporation [1.37%]
AMERISAFE, Inc. [1.36%]
Hanover Insurance Group Inc [1.36%]
Take-Two Interactive Software, [1.35%]
The Ultimate Software Group, In [1.34%]

Dec 30, 2015
PrivateBancorp, Inc. [1.5%]
Bank of the Ozarks [1.46%]
Acadia Healthcare Company, Inc. [1.43%]
Western Alliance Bancorporation [1.33%]
The Ultimate Software Group, In [1.31%]
Ligand Pharmaceuticals Incorpor [1.26%]
Core-Mark Holding Company, Inc. [1.25%]
Cynosure, Inc. [1.24%]
Eagle Pharmaceuticals, Inc. [1.23%]
Cathay General Bancorp [1.22%]
Click here for Stock Holding Change Map in AllianzGI US Small-Cap Growth Instl Fund (AEMIX)

  

Latest News on AllianzGI US Small-Cap Growth Instl (AEMIX) Fund

See what is happening with AllianzGI US Small-Cap Growth Instl Fund (AEMIX)

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AllianzGI US Small-Cap Growth Instl Fund (AEMIX) Related ResourcesSee more information on AllianzGI US Small-Cap Growth Instl (AEMIX) Fund

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