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Mutual Fund Insights: Allianz CCM Capital Appreciation A Fund (PCFAX)

In-depth Analysis of Allianz CCM Capital Appreciation A Fund (PCFAX)

Mutual fund chart: Allianz CCM Capital Appreciation A Fund (PCFAX)

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See Allianz CCM Capital Appreciation A Fund (PCFAX) performance details as of January 31, 2010

  

    Last Trade: $15.00 on 3/17/2010, Change: +0.06 (0.4%)
Experiment our closing price forecasting tool for Allianz CCM Capital Appreciation A Fund (PCFAX) (alpha release)

  

Fund Manager - William B. Bannick

Fund Manager Tenure: 17.5 years
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)
Bannick is a managing director with Cadence Capital Management. Prior to joining the company in October 1992, he spent two years as executive vice president with George D. Bjorman & Associates. Before that, he managed portfolios for Trinity Investment Management from 1984 to 1990. Bannick holds the Chartered Financial Analyst designation.  Get more insights on William B. Bannick

  

What we like about Allianz CCM Capital Appreciation A Fund (PCFAX) What we like about Allianz CCM Capital Appreciation A Fund (PCFAX)

Data for Allianz CCM Capital Appreciation A Fund (PCFAX) as of January 31, 2010

  • Allianz CCM Capital Appreciation A Fund (PCFAX) management has been with Allianz CCM Capital Appreciation A Fund for 17.5 years
  • Allianz CCM Capital Appreciation A Fund (PCFAX) ratio of up-years vs down years is greater than 2
  • Allianz CCM Capital Appreciation A Fund (PCFAX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.9, lower than category average of 21.28
  • Allianz CCM Capital Appreciation A Fund (PCFAX) has a lower management fee than its Large Growth average: 1.11% vs 1.33%

  

What we are cautious about Allianz CCM Capital Appreciation A Fund (PCFAX) What we are cautious about Allianz CCM Capital Appreciation A Fund (PCFAX)

Data for Allianz CCM Capital Appreciation A Fund (PCFAX) as of January 31, 2010

  • Allianz CCM Capital Appreciation A Fund (PCFAX) has a less-than-ideal short-term performance (1-year return 22.24% vs 35.76% Large Growth category average)
  • Allianz CCM Capital Appreciation A Fund (PCFAX) has a less-than-ideal mid-term performance (3-year return -8.43% vs -5.20% Large Growth category average)
  • Allianz CCM Capital Appreciation A Fund (PCFAX) has a less-than-ideal Long-term performance (5-year return -1.52% vs 0.87% Large Growth category average)
  • Allianz CCM Capital Appreciation A Fund (PCFAX) has a Morningstar rating of 3 and below
  • Allianz CCM Capital Appreciation A Fund (PCFAX) is less safe compared to its Large Growth peers
  • Allianz CCM Capital Appreciation A Fund (PCFAX) has an annual stock turnover rate of 154.00% that is higher than the Large Growth average of 109.93%. This could mean Allianz CCM Capital Appreciation A is more nimble, but also signal potential high tax impact and high trading fees
  • Allianz CCM Capital Appreciation A Fund (PCFAX) does not have a good risk adjusted return as its 3-year Alpha of -1.71 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.44
  • Allianz CCM Capital Appreciation A Fund (PCFAX) carries a 5.5% load
See Allianz CCM Capital Appreciation A Fund (PCFAX) performance details as of January 31, 2010

  

  

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Allianz CCM Capital Appreciation A Fund (PCFAX) Net Asset

Track net asset change of Allianz CCM Capital Appreciation A fund (PCFAX)

DateNet Asset
01/2010$139.94M
11/2009$146.71M
10/2009$144.51M
More historic net asset information on Allianz CCM Capital Appreciation A Fund (PCFAX)

  

Allianz CCM Capital Appreciation A Fund (PCFAX) Portfolio Allocation

Track portfolio allocation change of Allianz CCM Capital Appreciation A fund (PCFAX)

DateCashStockBondOther
09/20093.81%96.19%0%0%
08/20095.27%94.73%0%0%
06/20090.65%99.35%0%0%
Click here to see more historic asset allocation information on Allianz CCM Capital Appreciation A Fund (PCFAX)

  

Most Recent Top 10 Holdings in Allianz CCM Capital Appreciation A Fund (PCFAX)

Discover what Allianz CCM Capital Appreciation A Fund (PCFAX) manager is buying

30-Sep-09
Apple Inc. [3.01%]
Cisco Systems, Inc. [2.4%]
INTL BUSINESS MACH [1.93%]
HEWLETT PACKARD CO [1.64%]
WAL MART STORES [1.64%]
Joy Global Inc. [1.52%]
Oracle Corporation [1.5%]
LENDER PROCESSING [1.46%]
BLACKROCK INC [1.46%]
CA Inc. [1.41%]

31-Aug-09
Apple Inc. [2.86%]
Cisco Systems, Inc. [2.31%]
INTL BUSINESS MACH [1.99%]
WAL MART STORES [1.78%]
Oracle Corporation [1.65%]
HEWLETT PACKARD CO [1.63%]
CA Inc. [1.5%]
Marvell Technology Group, Ltd. [1.43%]
BLACKROCK INC [1.41%]
QUALCOMM Incorporated [1.41%]

30-Jun-09
Apple Inc. [2.69%]
Cisco Systems, Inc. [2.21%]
HEWLETT PACKARD CO [2.1%]
INTL BUSINESS MACH [1.95%]
WAL MART STORES [1.87%]
Oracle Corporation [1.79%]
ABBOTT LABORATORIES [1.71%]
OCCIDENTAL PET [1.57%]
QUALCOMM Incorporated [1.52%]
MCDONALDS CP [1.48%]
Click here for Stock Holding Change Map in Allianz CCM Capital Appreciation A Fund (PCFAX)

  

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