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AllianzGI Income & Growth Institutional (AZNIX) Fund Ranking and Research

Ranking, Research and Recommendation of AllianzGI Income & Growth Institutional (AZNIX) Fund

    Last Trade: $11.64 on 9/22/2017, Change: +0.01 (0.09%)

 

Graph of AllianzGI Income & Growth Institutional Fund (AZNIX) ManagerFund Manager - Douglas G. Forsyth

Fund Manager Information

Fund Manager Tenure: 10.6 years
Similar Funds: AZNAX  AZNCX 
Fund Family: Allianz Funds
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),
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 Income & Growth Institutional Fund (AZNIX) ProfileAllianzGI Income & Growth Institutional Fund (AZNIX) Profile

Fund Profile and Description

AllianzGI Income & Growth Institutional Fund seeks for total return comprised of current income, current gains and capital appreciation. AllianzGI Income & Growth Institutional Fund seeks to achieve its investment objective by normally investing in a combination of common stocks and other equity securities, debt securities and convertible securities. It may invest in issuers of any market capitalization (with a focus on $3 billion and above) and may invest a portion of its assets in non-U.S. securities (including emerging market securities).

 

AllianzGI Income & Growth Institutional (AZNIX) Fund Strength What we like about AllianzGI Income & Growth Institutional (AZNIX) Fund

Data for AllianzGI Income & Growth Institutional Fund (AZNIX) as of May 30, 2016

  • AllianzGI Income & Growth Institutional Fund (AZNIX) management has been with AllianzGI Income & Growth Institutional Fund for 10.6 years
  • AllianzGI Income & Growth Institutional Fund (AZNIX) has good mid-term performance (3-year return 4.83% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • AllianzGI Income & Growth Institutional Fund (AZNIX) has good Long-term performance (5-year return 5.77% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • AllianzGI Income & Growth Institutional Fund (AZNIX) has a Morningstar rating of 4 and above
  • Asset base in AllianzGI Income & Growth Institutional Fund (AZNIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AllianzGI Income & Growth Institutional Fund (AZNIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AllianzGI Income & Growth Institutional Fund (AZNIX) Weakness What we are cautious about AllianzGI Income & Growth Institutional (AZNIX) Fund

Data for AllianzGI Income & Growth Institutional Fund (AZNIX) as of May 30, 2016

  • AllianzGI Income & Growth Institutional Fund (AZNIX) has a less-than-ideal short-term performance (1-year return -3.43% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • AllianzGI Income & Growth Institutional Fund (AZNIX) ratio of up-years vs down years can be improved
  • AllianzGI Income & Growth Institutional Fund (AZNIX) is less safe compared to its Allocation--30% to 50% Equity peers
  • AllianzGI Income & Growth Institutional Fund (AZNIX) has an annual stock turnover rate of 84.00% that is higher than the Allocation--30% to 50% Equity average of 48.09%. This could mean AllianzGI Income & Growth Institutional is more nimble, but also signal potential high tax impact and high trading fees
  • AllianzGI Income & Growth Institutional Fund (AZNIX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.14 that is higher than category average of 5.82
  • AllianzGI Income & Growth Institutional Fund (AZNIX) has a higher expense ratio of 0.97% than its Allocation--30% to 50% Equity average of 0.81%
See AllianzGI Income & Growth Institutional Fund (AZNIX) performance details as of May 30, 2016

 

What do you think?

 

Compare AllianzGI Income & Growth Institutional Fund (AZNIX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AllianzGI Income & Growth Institutional2.52-3.434.835.77
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare AllianzGI Income & Growth Institutional Fund (AZNIX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of AllianzGI Income & Growth Institutional Fund (AZNIX) Net Asset TrackingAllianzGI Income & Growth Institutional (AZNIX) Fund Net Asset

Track net asset change of AllianzGI Income & Growth Institutional fund (AZNIX)

DateNet Asset
05/2016$2.94B
03/2016$2.90B
02/2016$2.78B
More historic net asset information on AllianzGI Income & Growth Institutional Fund (AZNIX)

  

Graph of AllianzGI Income & Growth Institutional Fund (AZNIX) Portfolio TrackingAllianzGI Income & Growth Institutional (AZNIX) Fund Portfolio Allocation

Track portfolio allocation change of AllianzGI Income & Growth Institutional fund (AZNIX)

DateCashStockBondOther
04/20163.08%36.96%32.85%0.2%
02/20162.67%36.92%32.88%0%
12/20152.35%37.57%31.56%0.63%
Click here to see more historic asset allocation information on AllianzGI Income & Growth Institutional Fund (AZNIX)

 

graph of AllianzGI Income & Growth Institutional Fund (AZNIX) Top 10 Position TrackingTop 10 Holdings in AllianzGI Income & Growth Institutional (AZNIX) Fund

Discover what AllianzGI Income & Growth Institutional Fund (AZNIX) manager is buying

Apr 29, 2016
Apple Inc. [1.17%]
Alphabet Inc. [1%]
Microsoft Corporation [0.99%]
Visa Inc. [0.96%]
Costco Wholesale Corporation [0.91%]
Facebook, Inc. [0.9%]
Texas Instruments Incorporated [0.89%]
Home Depot, Inc. (The) Common S [0.88%]
Intel Corporation [0.88%]
Allergan Plc Preferred Stock 03/18 5.5 [0.88%]

Feb 28, 2016
Apple Inc. [1.08%]
Alphabet Inc. [0.99%]
Allergan Plc Preferred Stock 03/18 5.5 [0.96%]
Microsoft Corporation [0.95%]
Home Depot, Inc. (The) Common S [0.95%]
Visa Inc. [0.95%]
Costco Wholesale Corporation [0.91%]
Facebook, Inc. [0.88%]
UnitedHealth Group Incorporated [0.88%]
Texas Instruments Incorporated [0.86%]

Dec 30, 2015
Alphabet Inc. [1.3%]
Apple Inc. [1.1%]
Amazon.com, Inc. [0.97%]
Microsoft Corporation [0.97%]
Allergan Plc Preferred Stock 03/18 5.5 [0.96%]
Home Depot, Inc. (The) Common S [0.95%]
Visa Inc. [0.95%]
Intel Corporation [0.92%]
Costco Wholesale Corporation [0.91%]
Facebook, Inc. [0.9%]
Click here for Stock Holding Change Map in AllianzGI Income & Growth Institutional Fund (AZNIX)

  

Latest News on AllianzGI Income & Growth Institutional (AZNIX) Fund

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AllianzGI Income & Growth Institutional Fund (AZNIX) Related ResourcesSee more information on AllianzGI Income & Growth Institutional (AZNIX) Fund

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