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AllianzGI Focused Growth D (PGRDX) Fund Ranking and Research

Ranking, Research and Recommendation of AllianzGI Focused Growth D (PGRDX) Fund

    Last Trade: $37.01 on 11/12/2015, Change: -0.38 (-1.02%)

 

Graph of AllianzGI Focused Growth D Fund (PGRDX) ManagerFund Manager - David Jedlicka

Fund Manager Information

Fund Manager Tenure: 4.7 years
Fund Family: Allianz Funds
Fund Category: Large Growth
Fund Performance: Oct 30, 2015
Fundmojo Fund Grade: *Master* (Score: 0.88)     (What does this score mean?)

 

Graph of AllianzGI Focused Growth D Fund (PGRDX) ProfileAllianzGI Focused Growth D Fund (PGRDX) Profile

Fund Profile and Description

AllianzGI Focused Growth D Fund seeks long-term growth of capital; income is an incidental consideration. AllianzGI Focused Growth D Fund normally invests at least 65% of assets in common stocks of growth companies with market capitalizations of at least $5 billion. It invests in stocks with above-average growth prospects. AllianzGI Focused Growth D Fund may invest up to 15% of assets in non-U.S. securities (without limit in ADRs).

 

AllianzGI Focused Growth D (PGRDX) Fund Strength What we like about AllianzGI Focused Growth D (PGRDX) Fund

Data for AllianzGI Focused Growth D Fund (PGRDX) as of Oct 30, 2015

  • AllianzGI Focused Growth D Fund (PGRDX) management has been with AllianzGI Focused Growth D Fund for 4.7 years
  • AllianzGI Focused Growth D Fund (PGRDX) has good short-term performance (1-year return 11.43% vs -1.74% Large Growth category median performance)
  • AllianzGI Focused Growth D Fund (PGRDX) has good mid-term performance (3-year return 19.71% vs 10.74% Large Growth category median performance)
  • AllianzGI Focused Growth D Fund (PGRDX) has good Long-term performance (5-year return 16.01% vs 10.14% Large Growth category median performance)
  • AllianzGI Focused Growth D Fund (PGRDX) ratio of up-years vs down years is greater than 2
  • AllianzGI Focused Growth D Fund (PGRDX) has a Morningstar rating of 4 and above
  • AllianzGI Focused Growth D Fund (PGRDX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.47, lower than category average of 12.75
  • AllianzGI Focused Growth D Fund (PGRDX) has a lower expense ratio than its Large Growth average: 1.11% vs 1.17%

AllianzGI Focused Growth D Fund (PGRDX) Weakness What we are cautious about AllianzGI Focused Growth D (PGRDX) Fund

Data for AllianzGI Focused Growth D Fund (PGRDX) as of Oct 30, 2015

  • AllianzGI Focused Growth D Fund (PGRDX) has an annual stock turnover rate of 58.00% that is higher than the Large Growth average of 50.46%. This could mean AllianzGI Focused Growth D is more nimble, but also signal potential high tax impact and high trading fees
  • Even though AllianzGI Focused Growth D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in AllianzGI Focused Growth D Fund (PGRDX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See AllianzGI Focused Growth D Fund (PGRDX) performance details as of Oct 30, 2015

 

What do you think?

 

Compare AllianzGI Focused Growth D Fund (PGRDX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AllianzGI Focused Growth D10.7011.4319.7116.01
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare AllianzGI Focused Growth D Fund (PGRDX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of AllianzGI Focused Growth D Fund (PGRDX) Net Asset TrackingAllianzGI Focused Growth D (PGRDX) Fund Net Asset

Track net asset change of AllianzGI Focused Growth D fund (PGRDX)

DateNet Asset
05/2016$740.30M
03/2016$740.30M
02/2016$740.30M
More historic net asset information on AllianzGI Focused Growth D Fund (PGRDX)

  

Graph of AllianzGI Focused Growth D Fund (PGRDX) Portfolio TrackingAllianzGI Focused Growth D (PGRDX) Fund Portfolio Allocation

Track portfolio allocation change of AllianzGI Focused Growth D fund (PGRDX)

DateCashStockBondOther
09/20154.81%95.19%0%0%
08/20153.09%96.91%0%0%
07/20153.56%96.44%0%0%
Click here to see more historic asset allocation information on AllianzGI Focused Growth D Fund (PGRDX)

 

graph of AllianzGI Focused Growth D Fund (PGRDX) Top 10 Position TrackingTop 10 Holdings in AllianzGI Focused Growth D (PGRDX) Fund

Discover what AllianzGI Focused Growth D Fund (PGRDX) manager is buying

Sep 29, 2015
Apple Inc. [5.64%]
Facebook, Inc. [5.34%]
Amazon.com, Inc. [4.79%]
Visa Inc. [4.44%]
Wells Fargo & Company Common St [4.3%]
Salesforce.com Inc Common Stock [4.22%]
UnitedHealth Group Incorporated [4.2%]
CVS Health Corporation Common S [3.81%]
CME Group Inc. [3.78%]
TJX Companies, Inc. (The) Commo [3.75%]

Aug 30, 2015
Apple Inc. [5.96%]
Facebook, Inc. [5.2%]
Amazon.com, Inc. [4.73%]
Visa Inc. [4.48%]
Wells Fargo & Company Common St [4.4%]
Salesforce.com Inc Common Stock [4.15%]
UnitedHealth Group Incorporated [4.13%]
CVS Health Corporation Common S [3.99%]
CME Group Inc. [3.79%]
TJX Companies, Inc. (The) Commo [3.64%]

Jul 30, 2015
Apple Inc. [6.34%]
Facebook, Inc. [4.99%]
Amazon.com, Inc. [4.61%]
Wells Fargo & Company Common St [4.46%]
Visa Inc. [4.42%]
Salesforce.com Inc Common Stock [4.1%]
CVS Health Corporation Common S [4.09%]
CME Group Inc. [3.6%]
UnitedHealth Group Incorporated [3.54%]
TJX Companies, Inc. (The) Commo [3.38%]
Click here for Stock Holding Change Map in AllianzGI Focused Growth D Fund (PGRDX)

  

Latest News on AllianzGI Focused Growth D (PGRDX) Fund

See what is happening with AllianzGI Focused Growth D Fund (PGRDX)

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AllianzGI Focused Growth D Fund (PGRDX) Related ResourcesSee more information on AllianzGI Focused Growth D (PGRDX) Fund

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