Mutual Fund Insights: Allianz NFJ Mid-Cap Value Instl Fund (ANIVX)

In-depth Analysis of Allianz NFJ Mid-Cap Value Instl Fund (ANIVX)

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

  

Last Trade: $11.78 on 3/19/2010, Change: -0.09 (-0.76%)

Experiment our closing price forecasting tool for Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) (alpha release)

  

Fund Manager - Jeffrey S. Partenheimer

Fund Manager Tenure: 3.6 years
Fundmojo Fund Grade: D (Score: 0.48)     (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 Instl Fund (ANIVX)

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

• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) management has been with Allianz NFJ Mid-Cap Value Instl Fund for 3.6 years
• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) 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 Instl management does not trade extensively for its return.
• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) has a lower management fee than its Mid-Cap Value average: 0.92% vs 1.37%
• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) 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 Instl Fund (ANIVX)

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

• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) has a less-than-ideal short-term performance (1-year return 43.09% vs 43.98% Mid-Cap Value category average)
• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) has a less-than-ideal mid-term performance (3-year return -8.16% vs -6.98% Mid-Cap Value category average)
• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) ratio of up-years vs down years can be improved
• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) has a Morningstar rating of 3 and below
• Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) 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 Instl Fund (ANIVX) performance details as of January 31, 2010

  

  

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Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) Net Asset

Track net asset change of Allianz NFJ Mid-Cap Value Instl fund (ANIVX)

Date	Net Asset
01/2010	$120.00K
11/2009	$570.00K
10/2009	$550.00K

More historic net asset information on Allianz NFJ Mid-Cap Value Instl Fund (ANIVX)

  

Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) Portfolio Allocation

Track portfolio allocation change of Allianz NFJ Mid-Cap Value Instl fund (ANIVX)

Date	Cash	Stock	Bond	Other
11/2009	5.33%	94.67%	0%	0%
09/2009	2.27%	97.73%	0%	0%
08/2009	4.21%	95.79%	0%	0%

Click here to see more historic asset allocation information on Allianz NFJ Mid-Cap Value Instl Fund (ANIVX)

  

Most Recent Top 10 Holdings in Allianz NFJ Mid-Cap Value Instl Fund (ANIVX)

Discover what Allianz NFJ Mid-Cap Value Instl Fund (ANIVX) 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 BIOVAIL CORP [2.79%] MCKESSON CORP [2.71%] NISOURCE INC HLDG CO [2.68%] ANNALY CAPITAL MANAG [2.62%] CORN PRODUCTS INTL [2.61%] SCANA CP NEW [2.6%] REYNOLDS AMERICAN [2.6%] Mattel, Inc. [2.59%] AGL RESOURCES INC [2.59%] MERCURY GENERAL CP [2.58%]

Click here for Stock Holding Change Map in Allianz NFJ Mid-Cap Value Instl Fund (ANIVX)

  

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See more information on Allianz NFJ Mid-Cap Value Instl Fund (ANIVX)

• Allianz NFJ Mid-Cap Value Instl Fund Insights
• Allianz NFJ Mid-Cap Value Instl Fund Performance Data
• Allianz NFJ Mid-Cap Value Instl Fund News
• Allianz NFJ Mid-Cap Value Instl Fund Score Explaination
• Allianz NFJ Mid-Cap Value Instl Fund Manager Information
• Historic Allianz NFJ Mid-Cap Value Instl Fund Asset Allocation Report
• Historic Allianz NFJ Mid-Cap Value Instl Fund Top 10 Holding Tracking
• Historic Allianz NFJ Mid-Cap Value Instl Fund Asset Under Management Tracking