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

Mutual Fund Insights: Allianz NACM Growth P Fund (ANCPX)

In-depth Analysis of Allianz NACM Growth P Fund (ANCPX)

Mutual fund chart: Allianz NACM Growth P Fund (ANCPX)

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See Allianz NACM Growth P Fund (ANCPX) performance details as of February 28, 2010

  

    Last Trade: $12.79 on 3/19/2010, Change: -0.07 (-0.54%)
Experiment our closing price forecasting tool for Allianz NACM Growth P Fund (ANCPX) (alpha release)

  

Fund Manager - James Qin Li

Fund Manager Tenure: 4.0 years
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)
James Qin Li joined the firm in 2000 and is a member of the Global Systematic Large Cap Team. Prior to joining the firm, James was an investment officer with Accessor Capital Management and a consultant with Frank Russell Company.  Get more insights on James Qin Li

  

What we like about Allianz NACM Growth P Fund (ANCPX) What we like about Allianz NACM Growth P Fund (ANCPX)

Data for Allianz NACM Growth P Fund (ANCPX) as of February 28, 2010

  • Allianz NACM Growth P Fund (ANCPX) management has been with Allianz NACM Growth P Fund for 4.0 years
  • Allianz NACM Growth P Fund (ANCPX) has good mid-term performance (3-year return -4.59% vs -3.50 % Large Growth category average)
  • Allianz NACM Growth P Fund (ANCPX) ratio of up-years vs down years is greater than 2
  • Allianz NACM Growth P Fund (ANCPX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.43, lower than category average of 21.35
  • Allianz NACM Growth P Fund (ANCPX) has a lower management fee than its Large Growth average: 0.88% vs 1.33%
  • Allianz NACM Growth P Fund (ANCPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Allianz NACM Growth P Fund (ANCPX) What we are cautious about Allianz NACM Growth P Fund (ANCPX)

Data for Allianz NACM Growth P Fund (ANCPX) as of February 28, 2010

  • Allianz NACM Growth P Fund is a focused fund with 33.34% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Allianz NACM Growth P Fund (ANCPX) has a less-than-ideal short-term performance (1-year return 43.55% vs 51.46 % Large Growth category average)
  • Allianz NACM Growth P Fund (ANCPX) has a less-than-ideal Long-term performance (5-year return 1.31% vs 1.34 % Large Growth category average)
  • Allianz NACM Growth P Fund (ANCPX) has a Morningstar rating of 3 and below
  • Allianz NACM Growth P Fund (ANCPX) is less safe compared to its Large Growth peers
  • Allianz NACM Growth P Fund (ANCPX) has an annual stock turnover rate of 138.00% that is higher than the Large Growth average of 109.62%. This could mean Allianz NACM Growth P is more nimble, but also signal potential high tax impact and high trading fees
  • Allianz NACM Growth P Fund (ANCPX) does not have a good risk adjusted return as its 3-year Alpha of 1.02 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.22
See Allianz NACM Growth P Fund (ANCPX) performance details as of February 28, 2010

  

  

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Allianz NACM Growth P Fund (ANCPX) Net Asset

Track net asset change of Allianz NACM Growth P fund (ANCPX)

DateNet Asset
02/2010$42.87M
01/2010$30.00K
11/2009$30.00K
More historic net asset information on Allianz NACM Growth P Fund (ANCPX)

  

Allianz NACM Growth P Fund (ANCPX) Portfolio Allocation

Track portfolio allocation change of Allianz NACM Growth P fund (ANCPX)

DateCashStockBondOther
09/20091.95%98.05%0%0%
08/20092.13%97.87%0%0%
07/20091.72%98.29%0%0%
Click here to see more historic asset allocation information on Allianz NACM Growth P Fund (ANCPX)

  

Most Recent Top 10 Holdings in Allianz NACM Growth P Fund (ANCPX)

Discover what Allianz NACM Growth P Fund (ANCPX) manager is buying

30-Sep-09
Microsoft Corporation [5.19%]
Google Inc. [4.48%]
Cisco Systems, Inc. [4.34%]
Apple Inc. [3.97%]
INTL BUSINESS MACH [3.92%]
Oracle Corporation [3.19%]
WAL MART STORES [3.13%]
HEWLETT PACKARD CO [2.69%]
JOHNSON AND JOHNS DC [2.44%]
RAYTHEON CO (NEW) [2.14%]

31-Aug-09
Microsoft Corporation [5.49%]
Google Inc. [4.3%]
Cisco Systems, Inc. [3.89%]
INTL BUSINESS MACH [3.84%]
WAL MART STORES [3.51%]
Apple Inc. [2.86%]
Oracle Corporation [2.78%]
HEWLETT PACKARD CO [2.64%]
JOHNSON AND JOHNS DC [2.62%]
QUALCOMM Incorporated [2.57%]

31-Jul-09
Microsoft Corporation [5.49%]
Google Inc. [4.3%]
Cisco Systems, Inc. [3.89%]
INTL BUSINESS MACH [3.84%]
WAL MART STORES [3.51%]
Apple Inc. [2.86%]
Oracle Corporation [2.78%]
HEWLETT PACKARD CO [2.64%]
JOHNSON AND JOHNS DC [2.62%]
QUALCOMM Incorporated [2.57%]
Click here for Stock Holding Change Map in Allianz NACM Growth P Fund (ANCPX)

  

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