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

Mutual Fund Insights: Allianz OCC Target Instl Fund (PFTIX)

In-depth Analysis of Allianz OCC Target Instl Fund (PFTIX)

Mutual fund chart: Allianz OCC Target Instl Fund (PFTIX)

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See Allianz OCC Target Instl Fund (PFTIX) performance details as of February 28, 2010

  

    Last Trade: $16.38 on 3/19/2010, Change: -0.12 (-0.73%)
Experiment our closing price forecasting tool for Allianz OCC Target Instl Fund (PFTIX) (alpha release)

  

Fund Manager - Jeffrey D. Parker

Fund Manager Tenure: 11.1 years
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)
Mr. Jeffrey D. Parker is portfolio manager for Oppenheimer Capital’s Mid and Large Cap Growth strategies and has been on the Growth team since its inception in early 1999. Prior to joining the firm, Jeffrey D. Parker was an Assistant Portfolio Manager at Eagle Asset Management. Additionally, Jeffrey D. Parker was a Senior Consultant specializing in health care and technology at Andersen Consulting. Mr. Jeffrey D. Parker is a CFA charterholder, holds an MBA from Vanderbilt University and a BBA from the University of Miami.  Get more insights on Jeffrey D. Parker

  

What we like about Allianz OCC Target Instl Fund (PFTIX) What we like about Allianz OCC Target Instl Fund (PFTIX)

Data for Allianz OCC Target Instl Fund (PFTIX) as of February 28, 2010

  • Allianz OCC Target Instl Fund (PFTIX) management has been with Allianz OCC Target Instl Fund for 11.1 years
  • Allianz OCC Target Instl Fund (PFTIX) has good short-term performance (1-year return 75.07% vs 58.17 % Mid-Cap Growth category average)
  • Allianz OCC Target Instl Fund (PFTIX) has good mid-term performance (3-year return -5.38% vs -4.00 % Mid-Cap Growth category average)
  • Allianz OCC Target Instl Fund (PFTIX) ratio of up-years vs down years is greater than 2
  • Allianz OCC Target Instl Fund (PFTIX) has an annual stock turnover rate of 130.00% vs Mid-Cap Growth average of 140.76%. It is good that Allianz OCC Target Instl management does not trade extensively for its return.
  • Allianz OCC Target Instl Fund (PFTIX) has a lower management fee than its Mid-Cap Growth average: 0.81% vs 1.47%
  • Allianz OCC Target Instl Fund (PFTIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Allianz OCC Target Instl Fund (PFTIX) What we are cautious about Allianz OCC Target Instl Fund (PFTIX)

Data for Allianz OCC Target Instl Fund (PFTIX) as of February 28, 2010

  • Allianz OCC Target Instl Fund (PFTIX) has a less-than-ideal Long-term performance (5-year return 1.90% vs 2.06 % Mid-Cap Growth category average)
  • Allianz OCC Target Instl Fund (PFTIX) has a Morningstar rating of 3 and below
  • Allianz OCC Target Instl Fund (PFTIX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.01 that is higher than category average of 23.95
See Allianz OCC Target Instl Fund (PFTIX) performance details as of February 28, 2010

  

  

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Allianz OCC Target Instl Fund (PFTIX) Net Asset

Track net asset change of Allianz OCC Target Instl fund (PFTIX)

DateNet Asset
02/2010$323.79M
01/2010$4.54M
11/2009$4.65M
More historic net asset information on Allianz OCC Target Instl Fund (PFTIX)

  

Allianz OCC Target Instl Fund (PFTIX) Portfolio Allocation

Track portfolio allocation change of Allianz OCC Target Instl fund (PFTIX)

DateCashStockBondOther
09/20090%100%0%0%
08/20092.21%97.8%0%0%
07/20093.09%96.91%0%0%
Click here to see more historic asset allocation information on Allianz OCC Target Instl Fund (PFTIX)

  

Most Recent Top 10 Holdings in Allianz OCC Target Instl Fund (PFTIX)

Discover what Allianz OCC Target Instl Fund (PFTIX) manager is buying

30-Sep-09
PETROHAWK ENERGY CP [3.43%]
QUICKSILVER RES INC [3.05%]
Cognizant Technology Solutions [2.45%]
AMER TOWER CP [2.19%]
Lam Research Corporation [2.06%]
CORR CP OF AM (NEW) [2.05%]
FLOWSERVE CP [1.93%]
AERCAP HOLDINGS N.V. [1.91%]
ON Semiconductor Corporation [1.87%]
TEXTRON INC [1.72%]

31-Aug-09
PETROHAWK ENERGY CP [3.22%]
QUICKSILVER RES INC [2.67%]
Cognizant Technology Solutions [2.5%]
AMER TOWER CP [2.46%]
ON Semiconductor Corporation [2.18%]
KLA-Tencor Corporation [1.98%]
Lam Research Corporation [1.95%]
AERCAP HOLDINGS N.V. [1.94%]
CORR CP OF AM (NEW) [1.89%]
FLOWSERVE CP [1.78%]

31-Jul-09
PETROHAWK ENERGY CP [3.3%]
QUICKSILVER RES INC [3.15%]
AMER TOWER CP [2.69%]
Lam Research Corporation [2.38%]
ON Semiconductor Corporation [2.36%]
Cognizant Technology Solutions [2.15%]
KLA-Tencor Corporation [2.06%]
Celgene Corporation [2.03%]
Microchip Technology Incorporat [1.74%]
AERCAP HOLDINGS N.V. [1.73%]
Click here for Stock Holding Change Map in Allianz OCC Target Instl Fund (PFTIX)

  

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