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

Mutual Fund Insights: Allianz NFJ Mid-Cap Value P Fund (AMVPX)

In-depth Analysis of Allianz NFJ Mid-Cap Value P Fund (AMVPX)

Mutual fund chart: Allianz NFJ Mid-Cap Value P Fund (AMVPX)

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See Allianz NFJ Mid-Cap Value P Fund (AMVPX) performance details as of January 31, 2010

  

    Last Trade: $11.73 on 3/15/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Allianz NFJ Mid-Cap Value P Fund (AMVPX) (alpha release)

  

Fund Manager - Jeffrey S. Partenheimer

Fund Manager Tenure: 3.6 years
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Partenheimer is a managing director and portfolio manager with NFJ Investment Group. He has over 20 years' experience in financial analysis, portfolio management and large corporate finance. Prior to joining NFJ in 1999, he spent 10 years in commercial banking and four years as a treasury director for a major telecommunications equipment manufacturer. Partenheimer holds the Chartered Financial Analyst and the Certified Public Accountant designations.  Get more insights on Jeffrey S. Partenheimer

  

What we like about Allianz NFJ Mid-Cap Value P Fund (AMVPX) What we like about Allianz NFJ Mid-Cap Value P Fund (AMVPX)

Data for Allianz NFJ Mid-Cap Value P Fund (AMVPX) as of January 31, 2010

  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) management has been with Allianz NFJ Mid-Cap Value P Fund for 3.6 years
  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) ratio of up-years vs down years is greater than 2
  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) has an annual stock turnover rate of 68.00% vs Mid-Cap Value average of 107.20%. It is good that Allianz NFJ Mid-Cap Value P management does not trade extensively for its return.
  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) has a lower management fee than its Mid-Cap Value average: 0.99% vs 1.37%
  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Allianz NFJ Mid-Cap Value P Fund (AMVPX) What we are cautious about Allianz NFJ Mid-Cap Value P Fund (AMVPX)

Data for Allianz NFJ Mid-Cap Value P Fund (AMVPX) as of January 31, 2010

  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) has a less-than-ideal short-term performance (1-year return 42.93% vs 43.98% Mid-Cap Value category average)
  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) has a less-than-ideal mid-term performance (3-year return -8.37% vs -6.98% Mid-Cap Value category average)
  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) has a Morningstar rating of 3 and below
  • Allianz NFJ Mid-Cap Value P Fund (AMVPX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.15 that is higher than category average of 24.2
See Allianz NFJ Mid-Cap Value P Fund (AMVPX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

  

Allianz NFJ Mid-Cap Value P Fund (AMVPX) Net Asset

Track net asset change of Allianz NFJ Mid-Cap Value P fund (AMVPX)

DateNet Asset
01/2010$420.00K
11/2009$330.00K
10/2009$340.00K
More historic net asset information on Allianz NFJ Mid-Cap Value P Fund (AMVPX)

  

Allianz NFJ Mid-Cap Value P Fund (AMVPX) Portfolio Allocation

Track portfolio allocation change of Allianz NFJ Mid-Cap Value P fund (AMVPX)

DateCashStockBondOther
11/20095.33%94.67%0%0%
09/20092.27%97.73%0%0%
08/20094.21%95.79%0%0%
Click here to see more historic asset allocation information on Allianz NFJ Mid-Cap Value P Fund (AMVPX)

  

Most Recent Top 10 Holdings in Allianz NFJ Mid-Cap Value P Fund (AMVPX)

Discover what Allianz NFJ Mid-Cap Value P Fund (AMVPX) manager is buying

30-Nov-09
HARLEY DAVIDSON [2.88%]
R.R. Donnelley & Sons Company [2.88%]
MCKESSON CORP [2.8%]
YAMANA GOLD INC [2.75%]
RADIOSHACK CORP [2.74%]
CIMAREX ENERGY CO [2.66%]
CENTURYTEL INC [2.62%]
AVERY DENNISON CP [2.61%]
HOSPITALITY PROP TR [2.59%]
NEXEN INC [2.54%]

30-Sep-09
R.R. Donnelley & Sons Company [3.1%]
HOSPITALITY PROP TR [2.83%]
MCKESSON CORP [2.8%]
JABIL CIRCUIT INC [2.66%]
LIMITED BRANDS INC [2.64%]
RELIANCE STL & ALMN [2.61%]
AVERY DENNISON CP [2.6%]
CENTURYTEL INC [2.57%]
RYDER SYSTEM INC [2.57%]
CIMAREX ENERGY CO [2.56%]

31-Aug-09
JABIL CIRCUIT INC [2.9%]
MCKESSON CORP [2.8%]
UNUM GROUP [2.76%]
R.R. Donnelley & Sons Company [2.72%]
HOSPITALITY PROP TR [2.65%]
RYDER SYSTEM INC [2.61%]
XEROX CP [2.6%]
HARLEY DAVIDSON [2.58%]
DUKE REALTY CP [2.55%]
REINSURANCE GROUP [2.52%]
Click here for Stock Holding Change Map in Allianz NFJ Mid-Cap Value P Fund (AMVPX)

  

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