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AllianzGI Convertible D (ANZDX) Fund Ranking and Research

Ranking, Research and Recommendation of AllianzGI Convertible D (ANZDX) Fund

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

 

Graph of AllianzGI Convertible D Fund (ANZDX) ManagerFund Manager - Douglas G. Forsyth

Fund Manager Information

Fund Manager Tenure: 26.4 years
Similar Funds: ANZAX  ANZCX  ANZRX 
Fund Family: Allianz Funds
Fund Category: Convertibles
Fund Performance: Oct 30, 2015
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 D Fund (ANZDX) ProfileAllianzGI Convertible D Fund (ANZDX) Profile

Fund Profile and Description

AllianzGI Convertible D Fund seeks maximum total return, consisting of capital appreciation and current income. AllianzGI Convertible D 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 D 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 D (ANZDX) Fund Strength What we like about AllianzGI Convertible D (ANZDX) Fund

Data for AllianzGI Convertible D Fund (ANZDX) as of Oct 30, 2015

  • AllianzGI Convertible D Fund (ANZDX) management has been with AllianzGI Convertible D Fund for 26.4 years
  • AllianzGI Convertible D Fund (ANZDX) has good short-term performance (1-year return -0.62% vs -8.61% Convertibles category median performance)
  • AllianzGI Convertible D Fund (ANZDX) has good mid-term performance (3-year return 11.12% vs 3.66% Convertibles category median performance)
  • AllianzGI Convertible D Fund (ANZDX) has good Long-term performance (5-year return 9.00% vs 4.30% Convertibles category median performance)
  • AllianzGI Convertible D Fund (ANZDX) has a Morningstar rating of 4 and above
  • AllianzGI Convertible D Fund (ANZDX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.04, lower than category average of 9.16
  • AllianzGI Convertible D Fund (ANZDX) has a lower expense ratio than its Convertibles average: 1.02% vs 1.32%

AllianzGI Convertible D Fund (ANZDX) Weakness What we are cautious about AllianzGI Convertible D (ANZDX) Fund

Data for AllianzGI Convertible D Fund (ANZDX) as of Oct 30, 2015

  • AllianzGI Convertible D Fund (ANZDX) ratio of up-years vs down years can be improved
  • AllianzGI Convertible D Fund (ANZDX) has an annual stock turnover rate of 94.00% that is higher than the Convertibles average of 84.12%. This could mean AllianzGI Convertible D is more nimble, but also signal potential high tax impact and high trading fees
  • Even though AllianzGI Convertible D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in AllianzGI Convertible D Fund (ANZDX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See AllianzGI Convertible D Fund (ANZDX) performance details as of Oct 30, 2015

 

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Compare AllianzGI Convertible D Fund (ANZDX)Compare with other top Convertibles category mutual funds

Aadditional top Convertibles mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AllianzGI Convertible D-0.27-0.6211.129.00
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 D Fund (ANZDX) Net Asset TrackingAllianzGI Convertible D (ANZDX) Fund Net Asset

Track net asset change of AllianzGI Convertible D fund (ANZDX)

DateNet Asset
05/2016$2.19B
03/2016$2.19B
02/2016$2.19B
More historic net asset information on AllianzGI Convertible D Fund (ANZDX)

  

Graph of AllianzGI Convertible D Fund (ANZDX) Portfolio TrackingAllianzGI Convertible D (ANZDX) Fund Portfolio Allocation

Track portfolio allocation change of AllianzGI Convertible D fund (ANZDX)

DateCashStockBondOther
09/20153.53%4.96%3.14%0%
08/20154.28%4.91%3.28%0%
07/20151.73%4.34%4.46%0%
Click here to see more historic asset allocation information on AllianzGI Convertible D Fund (ANZDX)

 

graph of AllianzGI Convertible D Fund (ANZDX) Top 10 Position TrackingTop 10 Holdings in AllianzGI Convertible D (ANZDX) Fund

Discover what AllianzGI Convertible D Fund (ANZDX) manager is buying

Sep 29, 2015
Allergan Plc Preferred Stock 03/18 5.5 [2.42%]
Salesforce Com Cv 0.25% [1.93%]
Intel Cv 3.25% [1.8%]
Anthem, Inc. Corporate Units [1.74%]
Illumina Cv [1.67%]
Frontier Comms Cv [1.53%]
Tyson Foods [1.48%]
Priceline Grp Cv 1% [1.45%]
Fiat Chrysler Auto 7.875% [1.39%]
Radian Grp Cv 2.25% [1.34%]

Aug 30, 2015
Allergan Plc Preferred Stock 03/18 5.5 [2.48%]
Salesforce Com Cv 0.25% [1.76%]
Anthem, Inc. Corporate Units [1.66%]
Lam Rsrch Cv 1.25% [1.62%]
Illumina Cv [1.54%]
Intel Cv 3.25% [1.48%]
Radian Grp Cv 2.25% [1.42%]
Tyson Foods [1.4%]
Fiat Chrysler Auto 7.875% [1.39%]
Priceline Grp Cv 1% [1.37%]

Jul 30, 2015
Allergan Plc Preferred Stock 03/18 5.5 [2.74%]
Lam Rsrch Cv 1.25% [1.86%]
Fiat Chrysler Auto 7.875% [1.81%]
Salesforce Com Cv 0.25% [1.76%]
Anthem, Inc. Corporate Units [1.69%]
Micron Tech Cv 0.18% [1.59%]
Yahoo Cv [1.48%]
Radian Grp Cv 2.25% [1.42%]
Gilead Sciences Cv 1.625% [1.4%]
Illumina Cv [1.38%]
Click here for Stock Holding Change Map in AllianzGI Convertible D Fund (ANZDX)

  

Latest News on AllianzGI Convertible D (ANZDX) Fund

See what is happening with AllianzGI Convertible D Fund (ANZDX)

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AllianzGI Convertible D Fund (ANZDX) Related ResourcesSee more information on AllianzGI Convertible D (ANZDX) Fund

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