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

Mutual Fund Insights: Allianz NFJ Renaissance A Fund (PQNAX)

In-depth Analysis of Allianz NFJ Renaissance A Fund (PQNAX)

Mutual fund chart: Allianz NFJ Renaissance A Fund (PQNAX)

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See Allianz NFJ Renaissance A Fund (PQNAX) performance details as of February 28, 2010

  

    Last Trade: $14.51 on 3/19/2010, Change: -0.09 (-0.62%)
Experiment our closing price forecasting tool for Allianz NFJ Renaissance A Fund (PQNAX) (alpha release)

  

Fund ManagerFund Manager - Morley D. Campbell

Fund Manager Tenure: 0.8 years   [Similar Funds: PQNBX  PQNCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Morley D. Campbell has been a portfolio manager of NFJ since 2008 and senior research analyst until Morley D. Campbell was promoted to his current position. Before joining NFJ in 2007, Mr. Campbell attended law school from 2005 to 2007. Prior to that, Morley D. Campbell was employed as an investment banking analyst at Lazard Asset Management from 2004 to 2005 and at Merrill Lynch & Co. from 2003 to 2004. Morley D. Campbell has over 5 years of investment experience Morley D. Campbell holds the Chartered Financial Analyst designation.  Get more insights on Morley D. Campbell

  

What we like about Allianz NFJ Renaissance A Fund (PQNAX) What we like about Allianz NFJ Renaissance A Fund (PQNAX)

Data for Allianz NFJ Renaissance A Fund (PQNAX) as of February 28, 2010

  • Allianz NFJ Renaissance A Fund (PQNAX) has good mid-term performance (3-year return -5.89% vs -5.73 % Mid-Cap Value category average)
  • Allianz NFJ Renaissance A Fund (PQNAX) ratio of up-years vs down years is greater than 2
  • Allianz NFJ Renaissance A Fund (PQNAX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.54, lower than category average of 24.37
  • Allianz NFJ Renaissance A Fund (PQNAX) has a lower management fee than its Mid-Cap Value average: 1.21% vs 1.37%

  

What we are cautious about Allianz NFJ Renaissance A Fund (PQNAX) What we are cautious about Allianz NFJ Renaissance A Fund (PQNAX)

Data for Allianz NFJ Renaissance A Fund (PQNAX) as of February 28, 2010

  • Allianz NFJ Renaissance A Fund (PQNAX) management has been with Allianz NFJ Renaissance A Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Allianz NFJ Renaissance A Fund (PQNAX) has a less-than-ideal short-term performance (1-year return 65.45% vs 68.94 % Mid-Cap Value category average)
  • Allianz NFJ Renaissance A Fund (PQNAX) has a less-than-ideal Long-term performance (5-year return -0.67% vs 1.84 % Mid-Cap Value category average)
  • Allianz NFJ Renaissance A Fund (PQNAX) has a Morningstar rating of 3 and below
  • Allianz NFJ Renaissance A Fund (PQNAX) has an annual stock turnover rate of 201.00% that is higher than the Mid-Cap Value average of 102.04%. This could mean Allianz NFJ Renaissance A is more nimble, but also signal potential high tax impact and high trading fees
  • Allianz NFJ Renaissance A Fund (PQNAX) does not have a good risk adjusted return as its 3-year Alpha of 1.35 is worse than category average of 1.79, and its 3-year Sharpe ratio is -0.22
  • Allianz NFJ Renaissance A Fund (PQNAX) carries a 5.5% load
See Allianz NFJ Renaissance A Fund (PQNAX) performance details as of February 28, 2010

  

  

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Allianz NFJ Renaissance A Fund (PQNAX) Net Asset

Track net asset change of Allianz NFJ Renaissance A fund (PQNAX)

DateNet Asset
02/2010$797.16M
01/2010$362.32M
11/2009$372.18M
More historic net asset information on Allianz NFJ Renaissance A Fund (PQNAX)

  

Allianz NFJ Renaissance A Fund (PQNAX) Portfolio Allocation

Track portfolio allocation change of Allianz NFJ Renaissance A fund (PQNAX)

DateCashStockBondOther
09/20091.5%98.5%0%0%
08/20090.38%99.62%0%0%
07/20093.37%96.62%0%0%
Click here to see more historic asset allocation information on Allianz NFJ Renaissance A Fund (PQNAX)

  

Most Recent Top 10 Holdings in Allianz NFJ Renaissance A Fund (PQNAX)

Discover what Allianz NFJ Renaissance A Fund (PQNAX) manager is buying

30-Sep-09
FLOWSERVE CP [1.28%]
CENTURYTEL INC [1.22%]
AMERISOURCEBERGEN CP [1.17%]
SARA LEE CP [1.16%]
LOEWS CP [1.14%]
YAMANA GOLD INC [1.13%]
C S X CP [1.12%]
CENTERPOINT ENERGY [1.11%]
KINROSS GOLD CP [1.11%]
KBR INC [1.09%]

31-Aug-09
CENTURYTEL INC [1.21%]
HCP, INC. [1.19%]
UNUM GROUP [1.18%]
C S X CP [1.18%]
LOEWS CP [1.18%]
SMUCKERS J M NEW [1.17%]
FLOWSERVE CP [1.16%]
AMERISOURCEBERGEN CP [1.15%]
CENTERPOINT ENERGY [1.15%]
KBR INC [1.14%]

31-Jul-09
FLOWSERVE CP [1.19%]
CENTURYTEL INC [1.18%]
MCKESSON CORP [1.17%]
T J X COS INC [1.15%]
CENTERPOINT ENERGY [1.15%]
SARA LEE CP [1.14%]
ENBRIDGE EGY PT LP [1.14%]
LIBERTY PROPERTIES [1.13%]
REYNOLDS AMERICAN [1.13%]
SMUCKERS J M NEW [1.12%]
Click here for Stock Holding Change Map in Allianz NFJ Renaissance A Fund (PQNAX)

  

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