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Mutual Fund Insights: Allianz CCM Capital Appreciation Admin Fund (PICAX)

In-depth Analysis of Allianz CCM Capital Appreciation Admin Fund (PICAX)

Mutual fund chart: Allianz CCM Capital Appreciation Admin Fund (PICAX)

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See Allianz CCM Capital Appreciation Admin Fund (PICAX) performance details as of February 28, 2010

Last Trade: $15.00 on 3/19/2010, Change: -0.08 (-0.53%)

Experiment our closing price forecasting tool for Allianz CCM Capital Appreciation Admin Fund (PICAX) (alpha release)

Fund Manager - Michael J. Skillman

Fund Manager Tenure: 3.4 years
Fundmojo Fund Grade: D (Score: 0.46) (What does this score mean?)

Michael J. Skillman is managing director and chief executive officer at Cadence. Michael J. Skillman joined Cadence in 1994 and is a member of the investment team that manages the Allianz Funds sub-advised by Cadence. Get more insights on Michael J. Skillman

What we like about Allianz CCM Capital Appreciation Admin Fund (PICAX)

Data for Allianz CCM Capital Appreciation Admin Fund (PICAX) as of February 28, 2010

Allianz CCM Capital Appreciation Admin Fund (PICAX) management has been with Allianz CCM Capital Appreciation Admin Fund for 3.4 years
Allianz CCM Capital Appreciation Admin Fund (PICAX) has good mid-term performance (3-year return -6.45% vs -3.50 % Large Growth category average)
Allianz CCM Capital Appreciation Admin Fund (PICAX) ratio of up-years vs down years is greater than 2
Allianz CCM Capital Appreciation Admin Fund (PICAX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.08, lower than category average of 21.35
Allianz CCM Capital Appreciation Admin Fund (PICAX) has a lower management fee than its Large Growth average: 0.96% vs 1.33%

What we are cautious about Allianz CCM Capital Appreciation Admin Fund (PICAX)

Data for Allianz CCM Capital Appreciation Admin Fund (PICAX) as of February 28, 2010

Allianz CCM Capital Appreciation Admin Fund (PICAX) has a less-than-ideal short-term performance (1-year return 38.91% vs 51.46 % Large Growth category average)
Allianz CCM Capital Appreciation Admin Fund (PICAX) has a less-than-ideal Long-term performance (5-year return -1.12% vs 1.34 % Large Growth category average)
Allianz CCM Capital Appreciation Admin Fund (PICAX) has a Morningstar rating of 3 and below
Allianz CCM Capital Appreciation Admin Fund (PICAX) is less safe compared to its Large Growth peers
Allianz CCM Capital Appreciation Admin Fund (PICAX) has an annual stock turnover rate of 154.00% that is higher than the Large Growth average of 109.62%. This could mean Allianz CCM Capital Appreciation Admin is more nimble, but also signal potential high tax impact and high trading fees
Allianz CCM Capital Appreciation Admin Fund (PICAX) does not have a good risk adjusted return as its 3-year Alpha of -1.1 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.32
Even though Allianz CCM Capital Appreciation Admin Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Allianz CCM Capital Appreciation Admin Fund (PICAX) performance details as of February 28, 2010

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Allianz CCM Capital Appreciation Admin Fund (PICAX) Net Asset

Track net asset change of Allianz CCM Capital Appreciation Admin fund (PICAX)

Date	Net Asset
02/2010	$967.37M
01/2010	$240.31M
11/2009	$252.37M

More historic net asset information on Allianz CCM Capital Appreciation Admin Fund (PICAX)

Allianz CCM Capital Appreciation Admin Fund (PICAX) Portfolio Allocation

Track portfolio allocation change of Allianz CCM Capital Appreciation Admin fund (PICAX)

Date	Cash	Stock	Bond	Other
09/2009	3.81%	96.19%	0%	0%
08/2009	5.27%	94.73%	0%	0%
06/2009	0.65%	99.35%	0%	0%

Click here to see more historic asset allocation information on Allianz CCM Capital Appreciation Admin Fund (PICAX)

Most Recent Top 10 Holdings in Allianz CCM Capital Appreciation Admin Fund (PICAX)

Discover what Allianz CCM Capital Appreciation Admin Fund (PICAX) 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 Admin Fund (PICAX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.