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AllianzGI Micro Cap Institutional (AMCIX) Fund Ranking and Research

Ranking, Research and Recommendation of AllianzGI Micro Cap Institutional (AMCIX) Fund

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

 

Graph of AllianzGI Micro Cap Institutional Fund (AMCIX) ManagerFund Manager - John McCraw

Fund Manager Information

Fund Manager Tenure: 24.4 years
Fund Family: Allianz Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
John McCraw oversees 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 1992, John was branch manager/loan officer with the Citizens & Southern national Bank. He has twenty years of investment industry experience.  Get more insights on John McCraw

 

Graph of AllianzGI Micro Cap Institutional Fund (AMCIX) ProfileAllianzGI Micro Cap Institutional Fund (AMCIX) Profile

Fund Profile and Description

AllianzGI Micro Cap Institutional Fund seeks maximum long-term capital appreciation. AllianzGI Micro Cap Institutional Fund seeks to achieve its objective by normally investing at least 80% of net assets (plus borrowings made for investment purposes) in equity securities of micro-cap companies. It currently considers micro-cap companies to be those with market capitalizations comparable to the companies included in the Russell MicroCap Growth index.

 

AllianzGI Micro Cap Institutional (AMCIX) Fund Strength What we like about AllianzGI Micro Cap Institutional (AMCIX) Fund

Data for AllianzGI Micro Cap Institutional Fund (AMCIX) as of May 30, 2016

  • AllianzGI Micro Cap Institutional Fund (AMCIX) management has been with AllianzGI Micro Cap Institutional Fund for 24.4 years
  • AllianzGI Micro Cap Institutional Fund (AMCIX) has good mid-term performance (3-year return 7.91% vs 6.86% Small Growth category median performance)
  • AllianzGI Micro Cap Institutional Fund (AMCIX) ratio of up-years vs down years is greater than 2
  • Asset base in AllianzGI Micro Cap Institutional Fund (AMCIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AllianzGI Micro Cap Institutional Fund (AMCIX) has an annual stock turnover rate of 55.00% vs Small Growth average of 63.11%. It is good that AllianzGI Micro Cap Institutional management does not trade extensively for its return.
  • AllianzGI Micro Cap Institutional Fund (AMCIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AllianzGI Micro Cap Institutional Fund (AMCIX) Weakness What we are cautious about AllianzGI Micro Cap Institutional (AMCIX) Fund

Data for AllianzGI Micro Cap Institutional Fund (AMCIX) as of May 30, 2016

  • AllianzGI Micro Cap Institutional Fund (AMCIX) has a less-than-ideal short-term performance (1-year return -9.15% vs -7.74% Small Growth category median performance)
  • AllianzGI Micro Cap Institutional Fund (AMCIX) has a Morningstar rating of 3 and below
  • AllianzGI Micro Cap Institutional Fund (AMCIX) is less safe compared to its Small Growth peers
  • AllianzGI Micro Cap Institutional Fund (AMCIX) does not have a good risk adjusted return as its 3-year Alpha of -4.18 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.49
  • AllianzGI Micro Cap Institutional Fund (AMCIX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.92 that is higher than category average of 15.82
  • AllianzGI Micro Cap Institutional Fund (AMCIX) has a higher expense ratio of 1.54% than its Small Growth average of 1.31%
See AllianzGI Micro Cap Institutional Fund (AMCIX) performance details as of May 30, 2016

 

What do you think?

 

Compare AllianzGI Micro Cap Institutional Fund (AMCIX)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 Micro Cap Institutional-4.77-9.157.917.01
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 Micro Cap Institutional Fund (AMCIX)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 Micro Cap Institutional Fund (AMCIX) Net Asset TrackingAllianzGI Micro Cap Institutional (AMCIX) Fund Net Asset

Track net asset change of AllianzGI Micro Cap Institutional fund (AMCIX)

DateNet Asset
05/2016$35.91M
03/2016$35.69M
02/2016$33.91M
More historic net asset information on AllianzGI Micro Cap Institutional Fund (AMCIX)

  

Graph of AllianzGI Micro Cap Institutional Fund (AMCIX) Portfolio TrackingAllianzGI Micro Cap Institutional (AMCIX) Fund Portfolio Allocation

Track portfolio allocation change of AllianzGI Micro Cap Institutional fund (AMCIX)

DateCashStockBondOther
04/20162.7%97.3%0%0%
01/20163.22%96.78%0%0%
12/20155.23%94.77%0%0%
Click here to see more historic asset allocation information on AllianzGI Micro Cap Institutional Fund (AMCIX)

 

graph of AllianzGI Micro Cap Institutional Fund (AMCIX) Top 10 Position TrackingTop 10 Holdings in AllianzGI Micro Cap Institutional (AMCIX) Fund

Discover what AllianzGI Micro Cap Institutional Fund (AMCIX) manager is buying

Apr 29, 2016
Patrick Industries, Inc. [1.95%]
Motorcar Parts of America, Inc. [1.84%]
Inogen, Inc [1.77%]
U S Concrete, Inc. [1.76%]
LendingTree, Inc. [1.66%]
MaxLinear, Inc Class A Common S [1.55%]
Carrols Restaurant Group, Inc. [1.5%]
Cambrex Corporation Common Stoc [1.48%]
Repligen Corporation [1.37%]
Nautilus, Inc. Common Stock [1.33%]

Jan 30, 2016
Patrick Industries, Inc. [1.82%]
Motorcar Parts of America, Inc. [1.75%]
Cambrex Corporation Common Stoc [1.49%]
Carrols Restaurant Group, Inc. [1.45%]
Nautilus, Inc. Common Stock [1.41%]
U S Concrete, Inc. [1.4%]
Inogen, Inc [1.39%]
MaxLinear, Inc Class A Common S [1.37%]
NeoGenomics, Inc. [1.37%]
Ligand Pharmaceuticals Incorpor [1.35%]

Dec 30, 2015
Patrick Industries, Inc. [1.93%]
Cambrex Corporation Common Stoc [1.73%]
Motorcar Parts of America, Inc. [1.47%]
Inogen, Inc [1.43%]
U S Concrete, Inc. [1.38%]
LendingTree, Inc. [1.37%]
Ligand Pharmaceuticals Incorpor [1.35%]
NeoGenomics, Inc. [1.35%]
Repligen Corporation [1.3%]
Cross Country Healthcare, Inc. [1.28%]
Click here for Stock Holding Change Map in AllianzGI Micro Cap Institutional Fund (AMCIX)

  

Latest News on AllianzGI Micro Cap Institutional (AMCIX) Fund

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