Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Allianz OCC Target D Fund (PTRDX)

In-depth Analysis of Allianz OCC Target D Fund (PTRDX)

Mutual fund chart: Allianz OCC Target D Fund (PTRDX)

3 months
6 months
1 year
3 year
5 year

See Allianz OCC Target D Fund (PTRDX) performance details as of February 28, 2010

  

    Last Trade: $15.64 on 3/19/2010, Change: -0.12 (-0.76%)
Experiment our closing price forecasting tool for Allianz OCC Target D Fund (PTRDX) (alpha release)

  

Fund Manager - Jeffrey D. Parker

Fund Manager Tenure: 11.1 years   [Similar Funds: PTADX ]
Fundmojo Fund Grade: D (Score: 0.48)     (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 D Fund (PTRDX) What we like about Allianz OCC Target D Fund (PTRDX)

Data for Allianz OCC Target D Fund (PTRDX) as of February 28, 2010

  • Allianz OCC Target D Fund (PTRDX) management has been with Allianz OCC Target D Fund for 11.1 years
  • Allianz OCC Target D Fund (PTRDX) has good short-term performance (1-year return 74.46% vs 58.17 % Mid-Cap Growth category average)
  • Allianz OCC Target D Fund (PTRDX) has good mid-term performance (3-year return -5.75% vs -4.00 % Mid-Cap Growth category average)
  • Allianz OCC Target D Fund (PTRDX) ratio of up-years vs down years is greater than 2
  • Allianz OCC Target D Fund (PTRDX) has an annual stock turnover rate of 130.00% vs Mid-Cap Growth average of 140.76%. It is good that Allianz OCC Target D management does not trade extensively for its return.
  • Allianz OCC Target D Fund (PTRDX) has a lower management fee than its Mid-Cap Growth average: 1.22% vs 1.47%

  

What we are cautious about Allianz OCC Target D Fund (PTRDX) What we are cautious about Allianz OCC Target D Fund (PTRDX)

Data for Allianz OCC Target D Fund (PTRDX) as of February 28, 2010

  • Allianz OCC Target D Fund (PTRDX) has a less-than-ideal Long-term performance (5-year return 1.51% vs 2.06 % Mid-Cap Growth category average)
  • Allianz OCC Target D Fund (PTRDX) has a Morningstar rating of 3 and below
  • Allianz OCC Target D Fund (PTRDX) is less safe compared to its Mid-Cap Growth peers
  • Allianz OCC Target D Fund (PTRDX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.03 that is higher than category average of 23.95
  • Even though Allianz OCC Target D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Allianz OCC Target D Fund (PTRDX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

Below are some additional Mid-Cap Growth mutual funds generated out of our database

  

Allianz OCC Target D Fund (PTRDX) Net Asset

Track net asset change of Allianz OCC Target D fund (PTRDX)

DateNet Asset
02/2010$323.79M
01/2010$570.00K
11/2009$950.00K
More historic net asset information on Allianz OCC Target D Fund (PTRDX)

  

Allianz OCC Target D Fund (PTRDX) Portfolio Allocation

Track portfolio allocation change of Allianz OCC Target D fund (PTRDX)

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 D Fund (PTRDX)

  

Most Recent Top 10 Holdings in Allianz OCC Target D Fund (PTRDX)

Discover what Allianz OCC Target D Fund (PTRDX) 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 D Fund (PTRDX)

  

Related books and products to Allianz OCC Target D Fund (PTRDX)

  

Latest News on Allianz OCC Target D (PTRDX)

See what is happening with Allianz OCC Target D Fund (PTRDX)

 

Books and Resources

 

 

See more information on Allianz OCC Target D Fund (PTRDX)