Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Allianz NACM Income & Growth Instl Fund (AZNIX)

In-depth Analysis of Allianz NACM Income & Growth Instl Fund (AZNIX)

Mutual fund chart: Allianz NACM Income & Growth Instl Fund (AZNIX)

3 months
6 months
1 year
3 year
5 year

See Allianz NACM Income & Growth Instl Fund (AZNIX) performance details as of January 31, 2010

  

    Last Trade: $12.07 on 3/19/2010, Change: -0.05 (-0.41%)
Experiment our closing price forecasting tool for Allianz NACM Income & Growth Instl Fund (AZNIX) (alpha release)

  

Fund Manager - Douglas Gorman Forsyth

Fund Manager Tenure: 3.1 years   [Similar Funds: AZNAX  AZNCX  AZNDX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Forsyth oversees Nicholas-Applegate's Income and Growth Strategies portfolio management and research teams and is a member of the firm?s Executive Committee. Prior to joining Nicholas-Applegate in 1994, Doug was a securities analyst at AEGON USA, where he was responsible for financial and strategic analysis of high yield securities.  Get more insights on Douglas Gorman Forsyth

  

What we like about Allianz NACM Income & Growth Instl Fund (AZNIX) What we like about Allianz NACM Income & Growth Instl Fund (AZNIX)

Data for Allianz NACM Income & Growth Instl Fund (AZNIX) as of January 31, 2010

  • Allianz NACM Income & Growth Instl Fund (AZNIX) management has been with Allianz NACM Income & Growth Instl Fund for 3.1 years
  • Allianz NACM Income & Growth Instl Fund (AZNIX) has good short-term performance (1-year return 44.32% vs 27.80% Moderate Allocation category average)
  • Allianz NACM Income & Growth Instl Fund (AZNIX) has a lower management fee than its Moderate Allocation average: 0.97% vs 1.02%
  • Allianz NACM Income & Growth Instl Fund (AZNIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Allianz NACM Income & Growth Instl Fund (AZNIX) What we are cautious about Allianz NACM Income & Growth Instl Fund (AZNIX)

Data for Allianz NACM Income & Growth Instl Fund (AZNIX) as of January 31, 2010

  • Allianz NACM Income & Growth Instl Fund (AZNIX) ratio of up-years vs down years can be improved
  • Allianz NACM Income & Growth Instl Fund (AZNIX) has an annual stock turnover rate of 159.00% that is higher than the Moderate Allocation average of 87.10%. This could mean Allianz NACM Income & Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
See Allianz NACM Income & Growth Instl Fund (AZNIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Moderate Allocation category?

Below are some additional Moderate Allocation mutual funds generated out of our database

  

Allianz NACM Income & Growth Instl Fund (AZNIX) Net Asset

Track net asset change of Allianz NACM Income & Growth Instl fund (AZNIX)

DateNet Asset
01/2010$31.62M
11/2009$29.49M
10/2009$28.21M
More historic net asset information on Allianz NACM Income & Growth Instl Fund (AZNIX)

  

Allianz NACM Income & Growth Instl Fund (AZNIX) Portfolio Allocation

Track portfolio allocation change of Allianz NACM Income & Growth Instl fund (AZNIX)

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 Instl Fund (AZNIX)

  

Most Recent Top 10 Holdings in Allianz NACM Income & Growth Instl Fund (AZNIX)

Discover what Allianz NACM Income & Growth Instl Fund (AZNIX) 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 Instl Fund (AZNIX)

  

Related books and products to Allianz NACM Income & Growth Instl Fund (AZNIX)

  

Latest News on Allianz NACM Income & Growth Instl (AZNIX)

See what is happening with Allianz NACM Income & Growth Instl Fund (AZNIX)

 

Books and Resources

 

 

See more information on Allianz NACM Income & Growth Instl Fund (AZNIX)