Mutual Fund Insights: Allianz OCC Opportunity B Fund (POOBX)

In-depth Analysis of Allianz OCC Opportunity B Fund (POOBX)

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See Allianz OCC Opportunity B Fund (POOBX) performance details as of January 31, 2010

  

Last Trade: $18.10 on 3/18/2010, Change: -0.10 (-0.55%)

Experiment our closing price forecasting tool for Allianz OCC Opportunity B Fund (POOBX) (alpha release)

  

Fund Manager - Michael Corelli

Fund Manager Tenure: 7.0 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

Corelli is portfolio manager for the Oppenheimer Capital?s Small Cap Growth strategy, as well as portfolio manager of an open-end mutual fund managed in the small-cap growth style. He has been a member of the Small Cap Growth team since its inception in early 1999, and spent four years as a senior analyst on the team prior to becoming portfolio manager in early 2003.  Get more insights on Michael Corelli

  

 What we like about Allianz OCC Opportunity B Fund (POOBX)

Data for Allianz OCC Opportunity B Fund (POOBX) as of January 31, 2010

• Allianz OCC Opportunity B Fund (POOBX) management has been with Allianz OCC Opportunity B Fund for 7.0 years
• Allianz OCC Opportunity B Fund (POOBX) has good short-term performance (1-year return 49.26% vs 39.62% Small Growth category average)
• Allianz OCC Opportunity B Fund (POOBX) has good mid-term performance (3-year return -5.67% vs -6.96% Small Growth category average)
• Allianz OCC Opportunity B Fund (POOBX) has good Long-term performance (5-year return 2.17% vs 0.25% Small Growth category average)
• Allianz OCC Opportunity B Fund (POOBX) ratio of up-years vs down years is greater than 2

  

 What we are cautious about Allianz OCC Opportunity B Fund (POOBX)

Data for Allianz OCC Opportunity B Fund (POOBX) as of January 31, 2010

• Allianz OCC Opportunity B Fund (POOBX) has a Morningstar rating of 3 and below
• Allianz OCC Opportunity B Fund (POOBX) has an annual stock turnover rate of 199.00% that is higher than the Small Growth average of 131.92%. This could mean Allianz OCC Opportunity B is more nimble, but also signal potential high tax impact and high trading fees
• Allianz OCC Opportunity B Fund (POOBX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.63 that is higher than category average of 24.84
• Allianz OCC Opportunity B Fund (POOBX) has a higher management fee of 2.07% than its Small Growth average of 1.60%
• Allianz OCC Opportunity B Fund (POOBX) carries a 5% load

See Allianz OCC Opportunity B Fund (POOBX) performance details as of January 31, 2010

  

  

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Allianz OCC Opportunity B Fund (POOBX) Net Asset

Track net asset change of Allianz OCC Opportunity B fund (POOBX)

Date	Net Asset
01/2010	$6.09M
11/2009	$5.94M
10/2009	$5.98M

More historic net asset information on Allianz OCC Opportunity B Fund (POOBX)

  

Allianz OCC Opportunity B Fund (POOBX) Portfolio Allocation

Track portfolio allocation change of Allianz OCC Opportunity B fund (POOBX)

Date	Cash	Stock	Bond	Other
09/2009	1.05%	98.95%	0%	0%
08/2009	1.14%	98.87%	0%	0%
07/2009	2.39%	97.61%	0%	0%

Click here to see more historic asset allocation information on Allianz OCC Opportunity B Fund (POOBX)

  

Most Recent Top 10 Holdings in Allianz OCC Opportunity B Fund (POOBX)

Discover what Allianz OCC Opportunity B Fund (POOBX) manager is buying

30-Sep-09 QUICKSILVER RES INC [3.27%] PETROHAWK ENERGY CP [3.13%] BioMarin Pharmaceutical Inc. [2.98%] AEGEAN MARINE PETROL [2.98%] TERADYNE INC [2.92%] American Public Education, Inc. [2.72%] FTI CONSULTING INC [2.35%] AERCAP HOLDINGS N.V. [2.17%] AMAG Pharmaceuticals, Inc. [2.04%] M G I C INVEST CP [1.92%]

31-Aug-09 PETROHAWK ENERGY CP [3.03%] QUICKSILVER RES INC [2.95%] BioMarin Pharmaceutical Inc. [2.94%] TERADYNE INC [2.82%] AEGEAN MARINE PETROL [2.72%] American Public Education, Inc. [2.62%] AERCAP HOLDINGS N.V. [2.26%] FTI CONSULTING INC [2.01%] EXCO RESOURCES INC [1.93%] LIFE TIME FITNESS [1.93%]

31-Jul-09 QUICKSILVER RES INC [3.51%] BioMarin Pharmaceutical Inc. [3.03%] AEGEAN MARINE PETROL [3%] PETROHAWK ENERGY CP [2.85%] TERADYNE INC [2.76%] American Public Education, Inc. [2.32%] AERCAP HOLDINGS N.V. [2.02%] FTI CONSULTING INC [1.92%] EXCO RESOURCES INC [1.85%] ROSETTA STONE, INC. [1.79%]

Click here for Stock Holding Change Map in Allianz OCC Opportunity B Fund (POOBX)

  

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See more information on Allianz OCC Opportunity B Fund (POOBX)

• Allianz OCC Opportunity B Fund Insights
• Allianz OCC Opportunity B Fund Performance Data
• Allianz OCC Opportunity B Fund News
• Allianz OCC Opportunity B Fund Score Explaination
• Allianz OCC Opportunity B Fund Manager Information
• Historic Allianz OCC Opportunity B Fund Asset Allocation Report
• Historic Allianz OCC Opportunity B Fund Top 10 Holding Tracking
• Historic Allianz OCC Opportunity B Fund Asset Under Management Tracking