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Mutual Fund Insights: VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

In-depth Analysis of VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

Mutual fund chart: VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

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See VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) performance details as of January 31, 2010

  

    Last Trade: $7.72 on 3/11/2010, Change: +0.01 (0.13%)
Experiment our closing price forecasting tool for VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) (alpha release)

  

Fund Manager - James O. Kurtz

Fund Manager Tenure: 4.5 years
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Kurtz joined AIG Investments with the acquisition of American General Investment Management (AGIM) in 2001. As a senior portfolio manager, he is responsible for the management and trading of the wide variety of domestic and international equity index funds managed by AIG Investments. Prior to AIG Investments, he worked at Sears Investment Management Co., the retirement fund management subsidiary of Sears, Roebuck and Co. from 1978 to 2000.  Get more insights on James O. Kurtz

  

What we like about VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) What we like about VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

Data for VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) as of January 31, 2010

  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) management has been with VALIC Company II Agrsv Growth Lifestyle Fund for 4.5 years
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) has good mid-term performance (3-year return -3.31% vs -5.20% Large Growth category average)
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) has good Long-term performance (5-year return 3.65% vs 0.87% Large Growth category average)
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) ratio of up-years vs down years is greater than 2
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) has a Morningstar rating of 4 and above
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.54, lower than category average of 21.28
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) has a lower management fee than its Large Growth average: 0.91% vs 1.33%
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) What we are cautious about VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

Data for VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) as of January 31, 2010

  • VALIC Company II Agrsv Growth Lifestyle Fund is a focused fund with 84.71% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) has a less-than-ideal short-term performance (1-year return 33.13% vs 35.76% Large Growth category average)
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) is less safe compared to its Large Growth peers
  • VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) has an annual stock turnover rate of 151.00% that is higher than the Large Growth average of 109.93%. This could mean VALIC Company II Agrsv Growth Lifestyle is more nimble, but also signal potential high tax impact and high trading fees
See VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) performance details as of January 31, 2010

  

  

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VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) Net Asset

Track net asset change of VALIC Company II Agrsv Growth Lifestyle fund (VAGLX)

DateNet Asset
01/2010$105.26M
11/2009$102.27M
10/2009$98.17M
More historic net asset information on VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

  

VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) Portfolio Allocation

Track portfolio allocation change of VALIC Company II Agrsv Growth Lifestyle fund (VAGLX)

DateCashStockBondOther
11/20093.53%75.96%20.03%0.47%
09/20093.53%77.27%18.72%0.48%
08/20092.75%80.67%16.19%0.4%
Click here to see more historic asset allocation information on VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

  

Most Recent Top 10 Holdings in VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

Discover what VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX) manager is buying

30-Nov-09
VALIC Company II Strategic Bond [13.89%]
VALIC Company I Stock Index [10.2%]
VALIC Company I Global Real Estate [9.61%]
VALIC Company I Foreign Value [9.17%]
VALIC Company I Small Cap Special Val [8.19%]
VALIC Company I International Equities [7.25%]
VALIC Company II Mid Cap Value [7.21%]
VALIC Company II Small Cap Value [6.98%]
VALIC Company I Value [6.17%]
VALIC Company I Blue Chip Growth [6.04%]

30-Sep-09
VALIC Company II Strategic Bond [13.46%]
VALIC Company I Global Real Estate [9.69%]
VALIC Company I Stock Index [8.88%]
VALIC Company I Small Cap Special Val [7.49%]
VALIC Company I International Equities [7.47%]
VALIC Company II Mid Cap Value [7.08%]
VALIC Company I Blue Chip Growth [6.6%]
VALIC Company II Small Cap Value [6.31%]
VALIC Company I Value [6.31%]
VALIC Company I Foreign Value [5.64%]

31-Aug-09
VALIC Company II Capital Appreciation [10.3%]
VALIC Company I Global Real Estate [9.52%]
VALIC Company II Strategic Bond [9.15%]
VALIC Company I Stock Index [8.39%]
VALIC Company I International Equities [7.58%]
VALIC Company I Small Cap Special Val [7.47%]
VALIC Company II Mid Cap Value [7.01%]
VALIC Company I Blue Chip Growth [6.58%]
VALIC Company I Value [6.37%]
VALIC Company II Small Cap Value [6.28%]
Click here for Stock Holding Change Map in VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

  

Related books and products to VALIC Company II Agrsv Growth Lifestyle Fund (VAGLX)

  

Latest News on VALIC Company II Agrsv Growth Lifestyle (VAGLX)

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