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Fund Intelligence | Best Managers | AFWAX Insights | AFWAX Score | AFWAX Performance | AFWAX Manager | AFWAX News | AFWAX Allocation | AFWAX Holdings Change

Mutual Fund Insights: Allianz CCM Focused Growth A Fund (AFWAX)

In-depth Analysis of Allianz CCM Focused Growth A Fund (AFWAX)

Mutual fund chart: Allianz CCM Focused Growth A Fund (AFWAX)

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See Allianz CCM Focused Growth A Fund (AFWAX) performance details as of February 28, 2010

  

    Last Trade: $7.96 on 3/19/2010, Change: -0.05 (-0.62%)
Experiment our closing price forecasting tool for Allianz CCM Focused Growth A Fund (AFWAX) (alpha release)

  

Fund Manager - Michael J. Skillman

Fund Manager Tenure: 3.4 years   [Similar Funds: AFWCX  AFWDX ]
Fundmojo Fund Grade: E (Score: 0.37)     (What does this score mean?)
Michael J. Skillman is managing director and chief executive officer at Cadence. Michael J. Skillman joined Cadence in 1994 and is a member of the investment team that manages the Allianz Funds sub-advised by Cadence.  Get more insights on Michael J. Skillman

  

What we like about Allianz CCM Focused Growth A Fund (AFWAX) What we like about Allianz CCM Focused Growth A Fund (AFWAX)

Data for Allianz CCM Focused Growth A Fund (AFWAX) as of February 28, 2010

  • Allianz CCM Focused Growth A Fund (AFWAX) management has been with Allianz CCM Focused Growth A Fund for 3.4 years
  • Allianz CCM Focused Growth A Fund (AFWAX) has good mid-term performance (3-year return -7.22% vs -3.50 % Large Growth category average)
  • Allianz CCM Focused Growth A Fund (AFWAX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.7, lower than category average of 21.35
  • Allianz CCM Focused Growth A Fund (AFWAX) has a lower management fee than its Large Growth average: 1.11% vs 1.33%

  

What we are cautious about Allianz CCM Focused Growth A Fund (AFWAX) What we are cautious about Allianz CCM Focused Growth A Fund (AFWAX)

Data for Allianz CCM Focused Growth A Fund (AFWAX) as of February 28, 2010

  • Allianz CCM Focused Growth A Fund (AFWAX) has a less-than-ideal short-term performance (1-year return 36.64% vs 51.46 % Large Growth category average)
  • Allianz CCM Focused Growth A Fund (AFWAX) has a less-than-ideal Long-term performance (5-year return 0.16% vs 1.34 % Large Growth category average)
  • Allianz CCM Focused Growth A Fund (AFWAX) ratio of up-years vs down years can be improved
  • Allianz CCM Focused Growth A Fund (AFWAX) has a Morningstar rating of 3 and below
  • Allianz CCM Focused Growth A Fund (AFWAX) is less safe compared to its Large Growth peers
  • Allianz CCM Focused Growth A Fund (AFWAX) has an annual stock turnover rate of 156.00% that is higher than the Large Growth average of 109.62%. This could mean Allianz CCM Focused Growth A is more nimble, but also signal potential high tax impact and high trading fees
  • Allianz CCM Focused Growth A Fund (AFWAX) does not have a good risk adjusted return as its 3-year Alpha of -2.24 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.37
  • Allianz CCM Focused Growth A Fund (AFWAX) carries a 5.5% load
See Allianz CCM Focused Growth A Fund (AFWAX) performance details as of February 28, 2010

  

  

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Allianz CCM Focused Growth A Fund (AFWAX) Net Asset

Track net asset change of Allianz CCM Focused Growth A fund (AFWAX)

DateNet Asset
02/2010$45.42M
01/2010$4.15M
11/2009$4.31M
More historic net asset information on Allianz CCM Focused Growth A Fund (AFWAX)

  

Allianz CCM Focused Growth A Fund (AFWAX) Portfolio Allocation

Track portfolio allocation change of Allianz CCM Focused Growth A fund (AFWAX)

DateCashStockBondOther
09/20091.28%98.72%0%0%
08/20091.2%98.8%0%0%
07/20095.27%94.73%0%0%
Click here to see more historic asset allocation information on Allianz CCM Focused Growth A Fund (AFWAX)

  

Most Recent Top 10 Holdings in Allianz CCM Focused Growth A Fund (AFWAX)

Discover what Allianz CCM Focused Growth A Fund (AFWAX) manager is buying

30-Sep-09
Apple Inc. [3.25%]
E M C CP [3.09%]
BLACKROCK INC [2.96%]
CAMERON INTL CP [2.87%]
MCKESSON CORP [2.8%]
Broadcom Corporation [2.78%]
Starbucks Corporation [2.78%]
GOLDMAN SACHS GRP [2.75%]
Comcast Corporation [2.73%]
RALPH LAUREN POLO CP [2.71%]

31-Aug-09
Apple Inc. [3.13%]
E M C CP [3.06%]
Marvell Technology Group, Ltd. [2.93%]
BLACKROCK INC [2.89%]
CAMERON INTL CP [2.87%]
UNION PACIFIC [2.85%]
C N A FINANCIAL CP [2.84%]
MCKESSON CORP [2.83%]
INTL BUSINESS MACH [2.79%]
Broadcom Corporation [2.74%]

31-Jul-09
Apple Inc. [3%]
RALPH LAUREN POLO CP [3%]
OWENS ILLINOIS [2.99%]
E M C CP [2.86%]
Cisco Systems, Inc. [2.84%]
Gilead Sciences, Inc. [2.8%]
INTL BUSINESS MACH [2.75%]
BLACKROCK INC [2.73%]
Oracle Corporation [2.73%]
UNION PACIFIC [2.71%]
Click here for Stock Holding Change Map in Allianz CCM Focused Growth A Fund (AFWAX)

  

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