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

Mutual Fund Insights: Allianz CCM Focused Growth Adm Fund (ALADX)

In-depth Analysis of Allianz CCM Focused Growth Adm Fund (ALADX)

Mutual fund chart: Allianz CCM Focused Growth Adm Fund (ALADX)

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See Allianz CCM Focused Growth Adm Fund (ALADX) performance details as of January 31, 2010

  

    Last Trade: $8.00 on 3/19/2010, Change: -0.05 (-0.62%)
Experiment our closing price forecasting tool for Allianz CCM Focused Growth Adm Fund (ALADX) (alpha release)

  

Fund Manager - William B. Bannick

Fund Manager Tenure: 10.6 years
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)
Bannick is a managing director with Cadence Capital Management. Prior to joining the company in October 1992, he spent two years as executive vice president with George D. Bjorman & Associates. Before that, he managed portfolios for Trinity Investment Management from 1984 to 1990. Bannick holds the Chartered Financial Analyst designation.  Get more insights on William B. Bannick

  

What we like about Allianz CCM Focused Growth Adm Fund (ALADX) What we like about Allianz CCM Focused Growth Adm Fund (ALADX)

Data for Allianz CCM Focused Growth Adm Fund (ALADX) as of January 31, 2010

  • Allianz CCM Focused Growth Adm Fund (ALADX) management has been with Allianz CCM Focused Growth Adm Fund for 10.6 years
  • Allianz CCM Focused Growth Adm Fund (ALADX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.59, lower than category average of 21.28
  • Allianz CCM Focused Growth Adm Fund (ALADX) has a lower management fee than its Large Growth average: 1.01% vs 1.33%

  

What we are cautious about Allianz CCM Focused Growth Adm Fund (ALADX) What we are cautious about Allianz CCM Focused Growth Adm Fund (ALADX)

Data for Allianz CCM Focused Growth Adm Fund (ALADX) as of January 31, 2010

  • Allianz CCM Focused Growth Adm Fund (ALADX) has a less-than-ideal short-term performance (1-year return 22.64% vs 35.76% Large Growth category average)
  • Allianz CCM Focused Growth Adm Fund (ALADX) has a less-than-ideal mid-term performance (3-year return -8.34% vs -5.20% Large Growth category average)
  • Allianz CCM Focused Growth Adm Fund (ALADX) has a less-than-ideal Long-term performance (5-year return 0.18% vs 0.87% Large Growth category average)
  • Allianz CCM Focused Growth Adm Fund (ALADX) ratio of up-years vs down years can be improved
  • Allianz CCM Focused Growth Adm Fund (ALADX) has a Morningstar rating of 3 and below
  • Allianz CCM Focused Growth Adm Fund (ALADX) is less safe compared to its Large Growth peers
  • Allianz CCM Focused Growth Adm Fund (ALADX) has an annual stock turnover rate of 156.00% that is higher than the Large Growth average of 109.93%. This could mean Allianz CCM Focused Growth Adm is more nimble, but also signal potential high tax impact and high trading fees
  • Allianz CCM Focused Growth Adm Fund (ALADX) does not have a good risk adjusted return as its 3-year Alpha of -1.96 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.44
  • Even though Allianz CCM Focused Growth Adm Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Allianz CCM Focused Growth Adm Fund (ALADX) performance details as of January 31, 2010

  

  

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Allianz CCM Focused Growth Adm Fund (ALADX) Net Asset

Track net asset change of Allianz CCM Focused Growth Adm fund (ALADX)

DateNet Asset
01/2010$10.00K
11/2009$10.00K
10/2009$10.00K
More historic net asset information on Allianz CCM Focused Growth Adm Fund (ALADX)

  

Allianz CCM Focused Growth Adm Fund (ALADX) Portfolio Allocation

Track portfolio allocation change of Allianz CCM Focused Growth Adm fund (ALADX)

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 Adm Fund (ALADX)

  

Most Recent Top 10 Holdings in Allianz CCM Focused Growth Adm Fund (ALADX)

Discover what Allianz CCM Focused Growth Adm Fund (ALADX) 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 Adm Fund (ALADX)

  

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