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

Mutual Fund Insights: Allianz NACM Income & Growth C Fund (AZNCX)

In-depth Analysis of Allianz NACM Income & Growth C Fund (AZNCX)

Mutual fund chart: Allianz NACM Income & Growth C Fund (AZNCX)

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See Allianz NACM Income & Growth C Fund (AZNCX) performance details as of February 28, 2010

  

    Last Trade: $11.85 on 3/19/2010, Change: -0.05 (-0.42%)
Experiment our closing price forecasting tool for Allianz NACM Income & Growth C Fund (AZNCX) (alpha release)

  

Fund Manager - Douglas Gorman Forsyth

Fund Manager Tenure: 3.1 years   [Similar Funds: AZNAX  AZNDX  AZNIX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

  

What we like about Allianz NACM Income & Growth C Fund (AZNCX) What we like about Allianz NACM Income & Growth C Fund (AZNCX)

Data for Allianz NACM Income & Growth C Fund (AZNCX) as of February 28, 2010

  • Allianz NACM Income & Growth C Fund (AZNCX) management has been with Allianz NACM Income & Growth C Fund for 3.1 years
  • Allianz NACM Income & Growth C Fund (AZNCX) has good short-term performance (1-year return 52.03% vs 39.25 % Moderate Allocation category average)
  • Allianz NACM Income & Growth C Fund (AZNCX) has good mid-term performance (3-year return 1.49% vs -2.09 % Moderate Allocation category average)
  • Allianz NACM Income & Growth C Fund (AZNCX) has a Morningstar rating of 4 and above

  

What we are cautious about Allianz NACM Income & Growth C Fund (AZNCX) What we are cautious about Allianz NACM Income & Growth C Fund (AZNCX)

Data for Allianz NACM Income & Growth C Fund (AZNCX) as of February 28, 2010

  • Allianz NACM Income & Growth C Fund (AZNCX) ratio of up-years vs down years can be improved
  • Allianz NACM Income & Growth C Fund (AZNCX) has an annual stock turnover rate of 159.00% that is higher than the Moderate Allocation average of 97.84%. This could mean Allianz NACM Income & Growth C is more nimble, but also signal potential high tax impact and high trading fees
  • Allianz NACM Income & Growth C Fund (AZNCX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.02 that is higher than category average of 14.91
  • Allianz NACM Income & Growth C Fund (AZNCX) has a higher management fee of 2.05% than its Moderate Allocation average of 1.03%
  • Allianz NACM Income & Growth C Fund (AZNCX) carries a 1% load
See Allianz NACM Income & Growth C Fund (AZNCX) performance details as of February 28, 2010

  

  

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Allianz NACM Income & Growth C Fund (AZNCX) Net Asset

Track net asset change of Allianz NACM Income & Growth C fund (AZNCX)

DateNet Asset
02/2010$88.28M
01/2010$17.70M
11/2009$11.89M
More historic net asset information on Allianz NACM Income & Growth C Fund (AZNCX)

  

Allianz NACM Income & Growth C Fund (AZNCX) Portfolio Allocation

Track portfolio allocation change of Allianz NACM Income & Growth C fund (AZNCX)

DateCashStockBondOther
11/20093.85%35.24%36.2%24.71%
09/20093.22%35.38%36.17%25.23%
08/20096%35.58%33.37%25.06%
Click here to see more historic asset allocation information on Allianz NACM Income & Growth C Fund (AZNCX)

  

Most Recent Top 10 Holdings in Allianz NACM Income & Growth C Fund (AZNCX)

Discover what Allianz NACM Income & Growth C Fund (AZNCX) manager is buying

30-Nov-09
NATL OILWELL VARCO [1.9%]
TEXTRON INC [1.79%]
FREEPORT MCMORAN B [1.02%]
Joy Global Inc. [1%]
HARRIS CP [0.93%]
Microsoft Corporation [0.92%]
MEDCOHEALTH SOLUTNS [0.89%]
JOHNSON CONTROLS INC [0.89%]
PROCTER GAMBLE CO [0.89%]
PEABODY ENERGY CORP [0.89%]

30-Sep-09
Stream Global Svcs 144A 11.25% [1.23%]
Joy Global Inc. [1.01%]
FREEPORT MCMORAN B [0.94%]
Intuitive Surgical, Inc. [0.92%]
PROCTER GAMBLE CO [0.92%]
Microsoft Corporation [0.9%]
OCCIDENTAL PET [0.9%]
COCA COLA CO THE [0.89%]
MOLSON COORS CO CL B [0.89%]
DIAMOND OFFSHORE DRL [0.89%]

31-Aug-09
TARGET CP [0.95%]
MOLSON COORS CO CL B [0.95%]
FREEPORT MCMORAN B [0.94%]
Microsoft Corporation [0.93%]
Gilead Sciences, Inc. [0.92%]
OCCIDENTAL PET [0.91%]
SCHLUMBERGER LTD [0.91%]
TEXAS INSTRUMENTS [0.9%]
COCA COLA CO THE [0.89%]
Research In Motion Limited [0.89%]
Click here for Stock Holding Change Map in Allianz NACM Income & Growth C Fund (AZNCX)

  

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