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AllianzGI Convertible C (ANZCX) Fund Ranking and Research

Ranking, Research and Recommendation of AllianzGI Convertible C (ANZCX) Fund

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

 

Graph of AllianzGI Convertible C Fund (ANZCX) ManagerFund Manager - Douglas G. Forsyth

Fund Manager Information

Fund Manager Tenure: 26.5 years
Similar Funds: ANZAX  ANZDX  ANZRX 
Fund Family: Allianz Funds
Fund Category: Convertibles
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
Doug Forsyth has portfolio management and research responsibilities for the Income and Growth Strategies team. Prior to joining AGI Capital via a predecessor affiliate in 1994, Doug was a securities analyst at AEGON USA. He earned his B.B.A. from the University of Iowa. Doug has nineteen years of investment industry experience.  Get more insights on Douglas G. Forsyth

 

Graph of AllianzGI Convertible C Fund (ANZCX) ProfileAllianzGI Convertible C Fund (ANZCX) Profile

Fund Profile and Description

AllianzGI Convertible C Fund seeks maximum total return, consisting of capital appreciation and current income. AllianzGI Convertible C Fund invests at least 80% of net assets in convertible securities include corporate bonds, debentures, notes or preferred stocks and their hybrids. It invests in securities of any size market capitalization or credit quality. AllianzGI Convertible C Fund also invests up to 20% of net assets in nonconvertible debt securities and invests in securities issued by the U.S. government and its agencies and instrumentalities.

 

AllianzGI Convertible C (ANZCX) Fund Strength What we like about AllianzGI Convertible C (ANZCX) Fund

Data for AllianzGI Convertible C Fund (ANZCX) as of May 30, 2016

  • AllianzGI Convertible C Fund (ANZCX) management has been with AllianzGI Convertible C Fund for 26.5 years
  • AllianzGI Convertible C Fund (ANZCX) has good mid-term performance (3-year return 3.92% vs 3.66% Convertibles category median performance)
  • AllianzGI Convertible C Fund (ANZCX) has good Long-term performance (5-year return 4.94% vs 4.30% Convertibles category median performance)
  • AllianzGI Convertible C Fund (ANZCX) has a Morningstar rating of 4 and above
  • AllianzGI Convertible C Fund (ANZCX) has an annual stock turnover rate of 73.00% vs Convertibles average of 84.12%. It is good that AllianzGI Convertible C management does not trade extensively for its return.

AllianzGI Convertible C Fund (ANZCX) Weakness What we are cautious about AllianzGI Convertible C (ANZCX) Fund

Data for AllianzGI Convertible C Fund (ANZCX) as of May 30, 2016

  • AllianzGI Convertible C Fund (ANZCX) has a less-than-ideal short-term performance (1-year return -9.54% vs -8.61% Convertibles category median performance)
  • AllianzGI Convertible C Fund (ANZCX) ratio of up-years vs down years can be improved
  • AllianzGI Convertible C Fund (ANZCX) is less safe compared to its Convertibles peers
  • AllianzGI Convertible C Fund (ANZCX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.7 that is higher than category average of 9.16
  • AllianzGI Convertible C Fund (ANZCX) has a higher expense ratio of 1.71% than its Convertibles average of 1.32%
  • AllianzGI Convertible C Fund (ANZCX) carries a 1% load
See AllianzGI Convertible C Fund (ANZCX) performance details as of May 30, 2016

 

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Compare AllianzGI Convertible C Fund (ANZCX)Compare with other top Convertibles category mutual funds

Aadditional top Convertibles mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AllianzGI Convertible C-0.96-9.543.924.94
Franklin Convertible Securities Adv (FCSZX)3.48-0.566.656.17Compare
MainStay Convertible A (MCOAX)2.43-4.116.935.71Compare
Miller Convertible Bond I (MCIFX)2.87-2.145.575.11Compare

See top fund managers for Convertibles Category Funds

 

Graph of AllianzGI Convertible C Fund (ANZCX) Net Asset TrackingAllianzGI Convertible C (ANZCX) Fund Net Asset

Track net asset change of AllianzGI Convertible C fund (ANZCX)

DateNet Asset
05/2016$1.72B
03/2016$1.78B
02/2016$1.75B
More historic net asset information on AllianzGI Convertible C Fund (ANZCX)

  

Graph of AllianzGI Convertible C Fund (ANZCX) Portfolio TrackingAllianzGI Convertible C (ANZCX) Fund Portfolio Allocation

Track portfolio allocation change of AllianzGI Convertible C fund (ANZCX)

DateCashStockBondOther
04/20164.29%4.97%2.72%0%
01/20165.09%4.92%1.88%0%
12/20153.84%4.47%1.74%0%
Click here to see more historic asset allocation information on AllianzGI Convertible C Fund (ANZCX)

 

graph of AllianzGI Convertible C Fund (ANZCX) Top 10 Position TrackingTop 10 Holdings in AllianzGI Convertible C (ANZCX) Fund

Discover what AllianzGI Convertible C Fund (ANZCX) manager is buying

Apr 29, 2016
Allergan Plc Preferred Stock 03/18 5.5 [2.46%]
Anthem, Inc. Corporate Units [1.99%]
Wells Fargo & Co, San Francisco Ca Pfd [1.98%]
Intel Cv 3.25% [1.92%]
Bk Amer Pfd [1.69%]
Frontier Comms Cv [1.61%]
Tyson Foods [1.61%]
Nvidia Cv 1% [1.51%]
Extra Space Storage 144A 3.125% [1.44%]
Liberty Media Corp Delaware Cv 1.375% [1.38%]

Jan 30, 2016
Allergan Plc Preferred Stock 03/18 5.5 [2.77%]
Intel Cv 3.25% [2.2%]
Wells Fargo & Co, San Francisco Ca Pfd [2.01%]
Salesforce Com Cv 0.25% [1.92%]
Anthem, Inc. Corporate Units [1.91%]
Frontier Comms Cv [1.56%]
Teva Pharmaceutical Indu Preferred Stock 12/18 7 [1.56%]
Bk Amer Pfd [1.52%]
Tyson Foods [1.48%]
T-Mobile Us Pfd [1.41%]

Dec 30, 2015
Allergan Plc Preferred Stock 03/18 5.5 [2.86%]
Intel Cv 3.25% [2.18%]
Salesforce Com Cv 0.25% [1.9%]
Verisign Cv 3.25% [1.58%]
Tyson Foods [1.54%]
Wells Fargo & Co, San Francisco Ca Pfd [1.54%]
Frontier Comms Cv [1.52%]
Anthem, Inc. Corporate Units [1.49%]
Teva Pharmaceutical Indu Preferred Stock 12/18 7 [1.48%]
Red Hat Cv 0.25% [1.42%]
Click here for Stock Holding Change Map in AllianzGI Convertible C Fund (ANZCX)

  

Latest News on AllianzGI Convertible C (ANZCX) Fund

See what is happening with AllianzGI Convertible C Fund (ANZCX)

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AllianzGI Convertible C Fund (ANZCX) Related ResourcesSee more information on AllianzGI Convertible C (ANZCX) Fund

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