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Mutual Fund Insights: Allianz RCM Disciplined Equity P Fund (ARDPX)

In-depth Analysis of Allianz RCM Disciplined Equity P Fund (ARDPX)

Mutual fund chart: Allianz RCM Disciplined Equity P Fund (ARDPX)

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See Allianz RCM Disciplined Equity P Fund (ARDPX) performance details as of January 31, 2010

  

    Last Trade: $14.85 on 3/12/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Allianz RCM Disciplined Equity P Fund (ARDPX) (alpha release)

  

Fund ManagerFund Manager - Seung H Minn

Fund Manager Tenure: 1.7 years   [Similar Funds: ARDAX  ARDCX  ARDDX  ARDIX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
CIO, U.S. Systematic Equities. Prior to joining RCM in 1998, he was a Senior Vice President and Head of International Quantitative Research at Putnam Investments in Boston. He received a B.S.E. in Civil Engineering and Operations Research from Princeton University, is a CFA charterholder, and is a member of the CFA Institute and the Security Analysts of San Francisco. He has 19 years of investment industry experience.  Get more insights on Seung H Minn

  

What we like about Allianz RCM Disciplined Equity P Fund (ARDPX) What we like about Allianz RCM Disciplined Equity P Fund (ARDPX)

Data for Allianz RCM Disciplined Equity P Fund (ARDPX) as of January 31, 2010

  • Allianz RCM Disciplined Equity P Fund (ARDPX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Allianz RCM Disciplined Equity P Fund (ARDPX) has good short-term performance (1-year return 47.85% vs 34.15% Large Blend category average)
  • Allianz RCM Disciplined Equity P Fund (ARDPX) ratio of up-years vs down years is greater than 2
  • Allianz RCM Disciplined Equity P Fund (ARDPX) has a lower management fee than its Large Blend average: 1.08% vs 1.10%
  • Allianz RCM Disciplined Equity P Fund (ARDPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Allianz RCM Disciplined Equity P Fund (ARDPX) What we are cautious about Allianz RCM Disciplined Equity P Fund (ARDPX)

Data for Allianz RCM Disciplined Equity P Fund (ARDPX) as of January 31, 2010

  • Allianz RCM Disciplined Equity P Fund (ARDPX) management has been with Allianz RCM Disciplined Equity P Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Allianz RCM Disciplined Equity P Fund is a focused fund with 33.26% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
See Allianz RCM Disciplined Equity P Fund (ARDPX) performance details as of January 31, 2010

  

  

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Allianz RCM Disciplined Equity P Fund (ARDPX) Net Asset

Track net asset change of Allianz RCM Disciplined Equity P fund (ARDPX)

DateNet Asset
01/2010$10.00K
11/2009$10.00K
10/2009$10.00K
More historic net asset information on Allianz RCM Disciplined Equity P Fund (ARDPX)

  

Allianz RCM Disciplined Equity P Fund (ARDPX) Portfolio Allocation

Track portfolio allocation change of Allianz RCM Disciplined Equity P fund (ARDPX)

DateCashStockBondOther
11/20091.37%98.64%0%0%
09/20094.18%95.82%0%0%
08/20092.78%97.22%0%0%
Click here to see more historic asset allocation information on Allianz RCM Disciplined Equity P Fund (ARDPX)

  

Most Recent Top 10 Holdings in Allianz RCM Disciplined Equity P Fund (ARDPX)

Discover what Allianz RCM Disciplined Equity P Fund (ARDPX) manager is buying

30-Nov-09
JOHNSON AND JOHNS DC [4.95%]
WAL MART STORES [4.07%]
PROCTER GAMBLE CO [3.41%]
BOEING CO [3.17%]
Apple Inc. [3.16%]
GEN ELECTRIC CO [3.15%]
VARIAN MED SYS INC [3.02%]
LOCKHEED MARTIN CP [2.88%]
Cisco Systems, Inc. [2.75%]
CHEVRON CORP [2.7%]

30-Sep-09
Apple Inc. [4.74%]
JOHNSON AND JOHNS DC [4.6%]
BOEING CO [3.06%]
PROCTER GAMBLE CO [3%]
WAL MART STORES [3%]
CATERPILLAR INC [2.81%]
Starbucks Corporation [2.78%]
VARIAN MED SYS INC [2.72%]
Cisco Systems, Inc. [2.68%]
GEN ELECTRIC CO [2.62%]

31-Aug-09
JOHNSON AND JOHNS DC [4.83%]
Apple Inc. [4.66%]
BOEING CO [3.04%]
PROCTER GAMBLE CO [2.95%]
VARIAN MED SYS INC [2.93%]
Starbucks Corporation [2.77%]
WAL MART STORES [2.68%]
Cisco Systems, Inc. [2.67%]
CATERPILLAR INC [2.58%]
CHEVRON CORP [2.47%]
Click here for Stock Holding Change Map in Allianz RCM Disciplined Equity P Fund (ARDPX)

  

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