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Mutual Fund Insights: Allianz NFJ All-Cap Value P Fund (ANFPX)

In-depth Analysis of Allianz NFJ All-Cap Value P Fund (ANFPX)

Mutual fund chart: Allianz NFJ All-Cap Value P Fund (ANFPX)

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See Allianz NFJ All-Cap Value P Fund (ANFPX) performance details as of February 28, 2010

Last Trade: $9.46 on 3/19/2010, Change: -0.08 (-0.84%)

Experiment our closing price forecasting tool for Allianz NFJ All-Cap Value P Fund (ANFPX) (alpha release)

Fund Manager - Thomas W. J. Oliver

Fund Manager Tenure: 2.4 years
Fundmojo Fund Grade: B (Score: 0.6) (What does this score mean?)

Mr. Thomas W. J. Oliver has over 10 years of experience in accounting, reporting, and financial analysis. Prior to joining NFJ Investment Group in 2005, Mr. Thomas W. J. Oliver was a manager of corporate reporting at Perot Systems Corporation which Thomas W. J. Oliver joined in 1999. Thomas W. J. Oliver began his career as an auditor with Deloitte & Touche in 1995. Mr. Oliver received his BBA and MBA degrees from the University of Texas in 1995 and 2005, respectively. Get more insights on Thomas W. J. Oliver

What we like about Allianz NFJ All-Cap Value P Fund (ANFPX)

Data for Allianz NFJ All-Cap Value P Fund (ANFPX) as of February 28, 2010

Allianz NFJ All-Cap Value P Fund (ANFPX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
Allianz NFJ All-Cap Value P Fund (ANFPX) has good short-term performance (1-year return 67.23% vs 54.22 % Large Value category average)
Allianz NFJ All-Cap Value P Fund (ANFPX) has good Long-term performance (5-year return -2.70% vs -0.22 % Large Value category average)
Allianz NFJ All-Cap Value P Fund (ANFPX) ratio of up-years vs down years is greater than 2
Allianz NFJ All-Cap Value P Fund (ANFPX) has a lower management fee than its Large Value average: 0.99% vs 1.29%
Allianz NFJ All-Cap Value P Fund (ANFPX) 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 All-Cap Value P Fund (ANFPX)

Data for Allianz NFJ All-Cap Value P Fund (ANFPX) as of February 28, 2010

Allianz NFJ All-Cap Value P Fund (ANFPX) management has been with Allianz NFJ All-Cap Value P Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
Allianz NFJ All-Cap Value P Fund (ANFPX) has a less-than-ideal mid-term performance (3-year return -10.93% vs -7.29 % Large Value category average)
Allianz NFJ All-Cap Value P Fund (ANFPX) has a Morningstar rating of 3 and below
Allianz NFJ All-Cap Value P Fund (ANFPX) is less safe compared to its Large Value peers
Allianz NFJ All-Cap Value P Fund (ANFPX) has an annual stock turnover rate of 71.00% that is higher than the Large Value average of 69.56%. This could mean Allianz NFJ All-Cap Value P is more nimble, but also signal potential high tax impact and high trading fees
Allianz NFJ All-Cap Value P Fund (ANFPX) does not have a good risk adjusted return as its 3-year Alpha of -3.02 is worse than category average of -1.52, and its 3-year Sharpe ratio is -0.38
Allianz NFJ All-Cap Value P Fund (ANFPX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.78 that is higher than category average of 20.8

See Allianz NFJ All-Cap Value P Fund (ANFPX) performance details as of February 28, 2010

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Allianz NFJ All-Cap Value P Fund (ANFPX) Net Asset

Track net asset change of Allianz NFJ All-Cap Value P fund (ANFPX)

Date	Net Asset
02/2010	$20.58M
01/2010	$780.00K
11/2009	$850.00K

More historic net asset information on Allianz NFJ All-Cap Value P Fund (ANFPX)

Allianz NFJ All-Cap Value P Fund (ANFPX) Portfolio Allocation

Track portfolio allocation change of Allianz NFJ All-Cap Value P fund (ANFPX)

Date	Cash	Stock	Bond	Other
09/2009	1.82%	98.18%	0%	0%
08/2009	2.79%	97.21%	0%	0%
07/2009	1.6%	98.4%	0%	0%

Click here to see more historic asset allocation information on Allianz NFJ All-Cap Value P Fund (ANFPX)

Most Recent Top 10 Holdings in Allianz NFJ All-Cap Value P Fund (ANFPX)

Discover what Allianz NFJ All-Cap Value P Fund (ANFPX) manager is buying

30-Sep-09

HARLEY DAVIDSON [2.82%]
CBS CORP CL B [2.8%]
WINDSTREAM CORP [2.78%]
MANPOWER INC [2.76%]
R.R. Donnelley & Sons Company [2.75%]
3M COMPANY [2.74%]
V F CP [2.73%]
RELIANCE STL & ALMN [2.65%]
REINSURANCE GROUP [2.64%]
UNUM GROUP [2.63%]

31-Aug-09

HARLEY DAVIDSON [3.05%]
UNUM GROUP [2.86%]
3M COMPANY [2.78%]
V F CP [2.72%]
REINSURANCE GROUP [2.65%]
KIMBERLY CLARK CP [2.61%]
MANPOWER INC [2.61%]
LIMITED BRANDS INC [2.61%]
CARDINAL HEALTH INC [2.59%]
TOTAL S.A. [2.57%]

31-Jul-09

REGAL BELOITE CP [3.04%]
HARLEY DAVIDSON [3.04%]
CIMAREX ENERGY CO [2.96%]
XEROX CP [2.94%]
3M COMPANY [2.88%]
CBS CORP CL B [2.77%]
REINSURANCE GROUP [2.7%]
V F CP [2.67%]
KIMBERLY CLARK CP [2.67%]
PEPSIAMERICAS INC [2.67%]

Click here for Stock Holding Change Map in Allianz NFJ All-Cap Value P Fund (ANFPX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.