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Mutual Fund Insights: Allianz RCM Technology B Fund (RBGTX)

In-depth Analysis of Allianz RCM Technology B Fund (RBGTX)

Mutual fund chart: Allianz RCM Technology B Fund (RBGTX)

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See Allianz RCM Technology B Fund (RBGTX) performance details as of January 31, 2010

  

    Last Trade: $34.91 on 3/18/2010, Change: -0.10 (-0.29%)

  

Fund Manager - Huachen Chen

Fund Manager Tenure: 14.2 years
Fundmojo Fund Grade: E (Score: 0.38)     (What does this score mean?)
Huachen joined RCM in 1984. He covered many sectors within technology, as well as the electrical equipment and multi-industry areas. Since 1990, he has had extensive portfolio responsibilities for technology and capital goods stocks and has managed U.S. and Global portfolios across all capitalization together with Walter Price. In 1994 Huachen became a principal of RCM. Prior to RCM, he worked for Intel Corporation from 1980 to 1983, where he had responsibilities for semiconductor process engineering.  Get more insights on Huachen Chen

  

What we like about Allianz RCM Technology B Fund (RBGTX) What we like about Allianz RCM Technology B Fund (RBGTX)

Data for Allianz RCM Technology B Fund (RBGTX) as of January 31, 2010

  • Allianz RCM Technology B Fund (RBGTX) management has been with Allianz RCM Technology B Fund for 14.2 years
  • Allianz RCM Technology B Fund (RBGTX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Allianz RCM Technology B Fund (RBGTX) What we are cautious about Allianz RCM Technology B Fund (RBGTX)

Data for Allianz RCM Technology B Fund (RBGTX) as of January 31, 2010

  • Allianz RCM Technology B Fund is a focused fund with 39.31% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Allianz RCM Technology B Fund (RBGTX) has a less-than-ideal short-term performance (1-year return 47.52% vs 53.49% Technology category average)
  • Allianz RCM Technology B Fund (RBGTX) has a less-than-ideal mid-term performance (3-year return -2.81% vs -2.32% Technology category average)
  • Allianz RCM Technology B Fund (RBGTX) has a less-than-ideal Long-term performance (5-year return 2.57% vs 2.84% Technology category average)
  • Allianz RCM Technology B Fund (RBGTX) has a Morningstar rating of 3 and below
  • Allianz RCM Technology B Fund (RBGTX) is less safe compared to its Technology peers
  • Allianz RCM Technology B Fund (RBGTX) has an annual stock turnover rate of 251.00% that is higher than the Technology average of 177.35%. This could mean Allianz RCM Technology B is more nimble, but also signal potential high tax impact and high trading fees
  • Allianz RCM Technology B Fund (RBGTX) does not have a good risk adjusted return as its 3-year Alpha of 7.4 is worse than category average of 7.74, and its 3-year Sharpe ratio is -0.05
  • Allianz RCM Technology B Fund (RBGTX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.47 that is higher than category average of 26.09
  • Allianz RCM Technology B Fund (RBGTX) has a higher management fee of 2.37% than its Technology average of 1.83%
  • Allianz RCM Technology B Fund (RBGTX) carries a 5% load
See Allianz RCM Technology B Fund (RBGTX) performance details as of January 31, 2010

  

  

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Below are some additional Technology mutual funds generated out of our database

  

Allianz RCM Technology B Fund (RBGTX) Net Asset

Track net asset change of Allianz RCM Technology B fund (RBGTX)

DateNet Asset
01/2010$17.58M
11/2009$18.91M
10/2009$18.13M
More historic net asset information on Allianz RCM Technology B Fund (RBGTX)

  

Allianz RCM Technology B Fund (RBGTX) Portfolio Allocation

Track portfolio allocation change of Allianz RCM Technology B fund (RBGTX)

DateCashStockBondOther
09/200917.89%75.74%0%6.36%
08/200914.27%80.39%0%5.33%
07/200911.36%82.54%0%6.1%
Click here to see more historic asset allocation information on Allianz RCM Technology B Fund (RBGTX)

  

Most Recent Top 10 Holdings in Allianz RCM Technology B Fund (RBGTX)

Discover what Allianz RCM Technology B Fund (RBGTX) manager is buying

30-Sep-09
Apple Inc. [7.17%]
Riverbed Technology, Inc. [3.19%]
Cognizant Technology Solutions [3.13%]
SALESFORCE.COM INC [2.98%]
E M C CP [2.95%]
SPDRs [2.95%]
Google Inc. [2.69%]
Dell Inc. [2.55%]
Samsung Electronics [2.43%]
Infineon Technologies AG [2.34%]

31-Aug-09
Apple Inc. [7.82%]
Cognizant Technology Solutions [2.85%]
Research In Motion Limited [2.74%]
SALESFORCE.COM INC [2.64%]
Riverbed Technology, Inc. [2.6%]
Dell Inc. [2.58%]
Google Inc. [2.53%]
Baidu, Inc. [2.43%]
QUALCOMM Incorporated [2.33%]
Intel Corporation [2.25%]

31-Jul-09
Apple Inc. [8.09%]
Google Inc. [4.42%]
HEWLETT PACKARD CO [3.25%]
Cisco Systems, Inc. [3.09%]
QUALCOMM Incorporated [3.05%]
Intel Corporation [2.99%]
Oracle Corporation [2.79%]
Baidu.com, Inc. [2.73%]
Riverbed Technology, Inc. [2.65%]
Cognizant Technology Solutions [2.57%]
Click here for Stock Holding Change Map in Allianz RCM Technology B Fund (RBGTX)

  

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