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 | PCVBX Insights | PCVBX Score | PCVBX Performance | PCVBX Manager | PCVBX News | PCVBX Allocation | PCVBX Holdings Change

Mutual Fund Insights: Allianz NFJ Small Cap Value B Fund (PCVBX)

In-depth Analysis of Allianz NFJ Small Cap Value B Fund (PCVBX)

Mutual fund chart: Allianz NFJ Small Cap Value B Fund (PCVBX)

3 months
6 months
1 year
3 year
5 year

See Allianz NFJ Small Cap Value B Fund (PCVBX) performance details as of February 28, 2010

  

    Last Trade: $24.10 on 3/19/2010, Change: -0.21 (-0.86%)
Experiment our closing price forecasting tool for Allianz NFJ Small Cap Value B Fund (PCVBX) (alpha release)

  

Fund Manager - Burns D. Mckinney

Fund Manager Tenure: 2.4 years   [Similar Funds: PCVAX  PCVCX ]
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Burns D. Mckinney is a portfolio manager at NFJ with 12 years experience in equity research and financial analysis. Prior to joining NFJ in 2006, Burns D. Mckinney was an equity analyst covering the energy sector for Evergreen Investments. Prior to joining Evergreen Investments, Burns D. Mckinney was an investment banking analyst at Alex Brown & Sons. Previously, Burns D. Mckinney was a vice president in equity research at Merrill Lynch and prior to that an equity analyst at Morgan Stanley. Burns D. Mckinney holds the Chartered Financial Analyst designation.  Get more insights on Burns D. Mckinney

  

What we like about Allianz NFJ Small Cap Value B Fund (PCVBX) What we like about Allianz NFJ Small Cap Value B Fund (PCVBX)

Data for Allianz NFJ Small Cap Value B Fund (PCVBX) as of February 28, 2010

  • Allianz NFJ Small Cap Value B Fund (PCVBX) has good Long-term performance (5-year return 3.94% vs 1.04 % Small Value category average)
  • Allianz NFJ Small Cap Value B Fund (PCVBX) ratio of up-years vs down years is greater than 2
  • Allianz NFJ Small Cap Value B Fund (PCVBX) has a Morningstar rating of 4 and above
  • Allianz NFJ Small Cap Value B Fund (PCVBX) has an annual stock turnover rate of 33.00% vs Small Value average of 84.10%. It is good that Allianz NFJ Small Cap Value B management does not trade extensively for its return.
  • Allianz NFJ Small Cap Value B Fund (PCVBX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.74, lower than category average of 25.56

  

What we are cautious about Allianz NFJ Small Cap Value B Fund (PCVBX) What we are cautious about Allianz NFJ Small Cap Value B Fund (PCVBX)

Data for Allianz NFJ Small Cap Value B Fund (PCVBX) as of February 28, 2010

  • Allianz NFJ Small Cap Value B Fund (PCVBX) management has been with Allianz NFJ Small Cap Value B Fund for only 2.4 years, it is hard to judge manager's ability based on this fund's operation record
  • Allianz NFJ Small Cap Value B Fund (PCVBX) has a less-than-ideal short-term performance (1-year return 54.63% vs 72.24 % Small Value category average)
  • Allianz NFJ Small Cap Value B Fund (PCVBX) has a less-than-ideal mid-term performance (3-year return -2.02% vs -5.98 % Small Value category average)
  • Allianz NFJ Small Cap Value B Fund (PCVBX) has a higher management fee of 1.97% than its Small Value average of 1.50%
  • Allianz NFJ Small Cap Value B Fund (PCVBX) carries a 5% load
See Allianz NFJ Small Cap Value B Fund (PCVBX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Value category?

Below are some additional Small Value mutual funds generated out of our database

  

Allianz NFJ Small Cap Value B Fund (PCVBX) Net Asset

Track net asset change of Allianz NFJ Small Cap Value B fund (PCVBX)

DateNet Asset
02/2010$6.14B
01/2010$104.26M
11/2009$109.27M
More historic net asset information on Allianz NFJ Small Cap Value B Fund (PCVBX)

  

Allianz NFJ Small Cap Value B Fund (PCVBX) Portfolio Allocation

Track portfolio allocation change of Allianz NFJ Small Cap Value B fund (PCVBX)

DateCashStockBondOther
09/20098.14%90.92%0%0.94%
08/20098.91%90.24%0%0.85%
06/20099.7%90.29%0%0%
Click here to see more historic asset allocation information on Allianz NFJ Small Cap Value B Fund (PCVBX)

  

Most Recent Top 10 Holdings in Allianz NFJ Small Cap Value B Fund (PCVBX)

Discover what Allianz NFJ Small Cap Value B Fund (PCVBX) manager is buying

30-Sep-09
LUBRIZOL CP [1.42%]
IAMGOLD CORPORATION [1.37%]
Royal Gold, Inc. [1.36%]
COMPASS MINERALS INT [1.34%]
CIMAREX ENERGY CO [1.31%]
PHILLIPS VAN HEUSEN [1.31%]
COMMERCIAL METALS CO [1.25%]
BUCKLE INC [1.25%]
DEL MONTE FOODS CO [1.2%]
NATL FUEL GAS CO [1.18%]

31-Aug-09
IAMGOLD CORPORATION [1.37%]
LUBRIZOL CP [1.31%]
Royal Gold, Inc. [1.23%]
CIMAREX ENERGY CO [1.23%]
COMMERCIAL METALS CO [1.23%]
AMER FIN GRP HLD [1.22%]
COMPASS MINERALS INT [1.2%]
PHILLIPS VAN HEUSEN [1.2%]
NATL FUEL GAS CO [1.19%]
KBR INC [1.18%]

30-Jun-09
Royal Gold, Inc. [1.35%]
IAMGold Corporation [1.34%]
COMMERCIAL METALS CO [1.31%]
OWENS AND MINOR INC [1.26%]
AMER FIN GRP HLD [1.15%]
DEL MONTE FOODS CO [1.13%]
CORN PRODUCTS INTL [1.13%]
ENERGEN CP [1.12%]
OGE ENERGY CP [1.1%]
LUBRIZOL CP [1.1%]
Click here for Stock Holding Change Map in Allianz NFJ Small Cap Value B Fund (PCVBX)

  

Related books and products to Allianz NFJ Small Cap Value B Fund (PCVBX)

  

Latest News on Allianz NFJ Small Cap Value B (PCVBX)

See what is happening with Allianz NFJ Small Cap Value B Fund (PCVBX)

 

Books and Resources

 

 

See more information on Allianz NFJ Small Cap Value B Fund (PCVBX)