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

Mutual Fund Insights: Allianz OCC Opportunity D Fund (APPDX)

In-depth Analysis of Allianz OCC Opportunity D Fund (APPDX)

Mutual fund chart: Allianz OCC Opportunity D Fund (APPDX)

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See Allianz OCC Opportunity D Fund (APPDX) performance details as of February 28, 2010

  

    Last Trade: $18.32 on 3/19/2010, Change: -0.24 (-1.29%)
Experiment our closing price forecasting tool for Allianz OCC Opportunity D Fund (APPDX) (alpha release)

  

Fund ManagerFund Manager - Eric Sartorius

Fund Manager Tenure: 2.0 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Eric Sartorius is vice president of Oppenheimer Capital. Eric Sartorius specializes in researching the information technology, medical technology and health care sectors of the small-cap equity market. Prior to joining the firm in 2006, Eric Sartorius was a senior research analyst at PEA Capital LLC. Prior to joining PEA Capital in 2001, Eric Sartorius spent two years as a research associate covering the technology sector at Fred Alger Management. He is a CFA charterholder and holds a B.A. from Williams College  Get more insights on Eric Sartorius

  

What we like about Allianz OCC Opportunity D Fund (APPDX) What we like about Allianz OCC Opportunity D Fund (APPDX)

Data for Allianz OCC Opportunity D Fund (APPDX) as of February 28, 2010

  • Allianz OCC Opportunity D Fund (APPDX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Allianz OCC Opportunity D Fund (APPDX) has good short-term performance (1-year return 74.92% vs 60.01 % Small Growth category average)
  • Allianz OCC Opportunity D Fund (APPDX) has good Long-term performance (5-year return 3.02% vs 0.80 % Small Growth category average)
  • Allianz OCC Opportunity D Fund (APPDX) has a lower management fee than its Small Growth average: 1.30% vs 1.60%

  

What we are cautious about Allianz OCC Opportunity D Fund (APPDX) What we are cautious about Allianz OCC Opportunity D Fund (APPDX)

Data for Allianz OCC Opportunity D Fund (APPDX) as of February 28, 2010

  • Allianz OCC Opportunity D Fund (APPDX) management has been with Allianz OCC Opportunity D Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Allianz OCC Opportunity D Fund (APPDX) has a less-than-ideal mid-term performance (3-year return -4.16% vs -5.64 % Small Growth category average)
  • Allianz OCC Opportunity D Fund (APPDX) ratio of up-years vs down years can be improved
  • Allianz OCC Opportunity D Fund (APPDX) has a Morningstar rating of 3 and below
  • Allianz OCC Opportunity D Fund (APPDX) has an annual stock turnover rate of 199.00% that is higher than the Small Growth average of 136.50%. This could mean Allianz OCC Opportunity D is more nimble, but also signal potential high tax impact and high trading fees
  • Allianz OCC Opportunity D Fund (APPDX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.74 that is higher than category average of 24.99
  • Even though Allianz OCC Opportunity D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Allianz OCC Opportunity D Fund (APPDX) performance details as of February 28, 2010

  

  

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Allianz OCC Opportunity D Fund (APPDX) Net Asset

Track net asset change of Allianz OCC Opportunity D fund (APPDX)

DateNet Asset
02/2010$253.40M
01/2010$980.00K
11/2009$1.41M
More historic net asset information on Allianz OCC Opportunity D Fund (APPDX)

  

Allianz OCC Opportunity D Fund (APPDX) Portfolio Allocation

Track portfolio allocation change of Allianz OCC Opportunity D fund (APPDX)

DateCashStockBondOther
09/20091.05%98.95%0%0%
08/20091.14%98.87%0%0%
07/20092.39%97.61%0%0%
Click here to see more historic asset allocation information on Allianz OCC Opportunity D Fund (APPDX)

  

Most Recent Top 10 Holdings in Allianz OCC Opportunity D Fund (APPDX)

Discover what Allianz OCC Opportunity D Fund (APPDX) manager is buying

30-Sep-09
QUICKSILVER RES INC [3.27%]
PETROHAWK ENERGY CP [3.13%]
BioMarin Pharmaceutical Inc. [2.98%]
AEGEAN MARINE PETROL [2.98%]
TERADYNE INC [2.92%]
American Public Education, Inc. [2.72%]
FTI CONSULTING INC [2.35%]
AERCAP HOLDINGS N.V. [2.17%]
AMAG Pharmaceuticals, Inc. [2.04%]
M G I C INVEST CP [1.92%]

31-Aug-09
PETROHAWK ENERGY CP [3.03%]
QUICKSILVER RES INC [2.95%]
BioMarin Pharmaceutical Inc. [2.94%]
TERADYNE INC [2.82%]
AEGEAN MARINE PETROL [2.72%]
American Public Education, Inc. [2.62%]
AERCAP HOLDINGS N.V. [2.26%]
FTI CONSULTING INC [2.01%]
EXCO RESOURCES INC [1.93%]
LIFE TIME FITNESS [1.93%]

31-Jul-09
BioMarin Pharmaceutical Inc. [2.92%]
AEGEAN MARINE PETROL [2.88%]
QUICKSILVER RES INC [2.86%]
PETROHAWK ENERGY CP [2.82%]
American Public Education, Inc. [2.52%]
AERCAP HOLDINGS N.V. [2.37%]
LIFE TIME FITNESS [2.22%]
TERADYNE INC [2.16%]
ORIENT-EXPRESS HOTEL [2.16%]
FTI CONSULTING INC [1.94%]
Click here for Stock Holding Change Map in Allianz OCC Opportunity D Fund (APPDX)

  

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