Allianzgi Equity Financials
| NIE Fund | USD 24.59 0.27 1.11% |
Allianzgi |
Please note that past performance is not an indicator of the future performance of Allianzgi Equity, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
Allianzgi Equity Fund Summary
Allianzgi Equity competes with Rivernorth Opportunistic, Blackrock Muni, Blackrock Muniholdings, Nuveen New, and DWS Municipal. Virtus Equity Convertible Income Fund is a closed ended equity mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of companies. The fund also invests in income producing convertible securities. It employs fundamental analysis focusing on factors like above-average earnings growth, high return on invested capital, a healthy or improving balance sheet, strong competitive advantages, and development of new technologies to make its investments. The fund was formerly known as AGIC Equity Convertible Income Fund. Virtus Equity Convertible Income Fund was formed on Feb 27, 2007 and is domiciled in the United States.Specialization | null, Allocation--70% to 85% Equity |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US92841M1018 |
| CUSIP | 018829101 92841M101 00119P102 65370K100 |
| Location | New York; U.S.A |
| Business Address | 1633 Broadway |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.allianzinvestors.com/products/pages/456.aspx |
| Phone | 212 739 3000 |
| Currency | USD - US Dollar |
Allianzgi Equity Key Financial Ratios
Allianzgi Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Equity's current stock value. Our valuation model uses many indicators to compare Allianzgi Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi Equity competition to find correlations between indicators driving Allianzgi Equity's intrinsic value. More Info.Allianzgi Equity Convertible is rated below average in price to earning among similar funds. It is number one fund in beta among similar funds totaling about 0.14 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Allianzgi Equity Convertible is roughly 7.34 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Allianzgi Equity by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Allianzgi Equity Con Systematic Risk
Allianzgi Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Allianzgi Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Allianzgi Equity Con correlated with the market. If Beta is less than 0 Allianzgi Equity generally moves in the opposite direction as compared to the market. If Allianzgi Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Allianzgi Equity Con is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Allianzgi Equity is generally in the same direction as the market. If Beta > 1 Allianzgi Equity moves generally in the same direction as, but more than the movement of the benchmark.
Allianzgi Equity December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Allianzgi Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Allianzgi Equity Convertible. We use our internally-developed statistical techniques to arrive at the intrinsic value of Allianzgi Equity Convertible based on widely used predictive technical indicators. In general, we focus on analyzing Allianzgi Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Allianzgi Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8475 | |||
| Information Ratio | 0.0484 | |||
| Maximum Drawdown | 4.02 | |||
| Value At Risk | (1.52) | |||
| Potential Upside | 1.44 |
Other Information on Investing in Allianzgi Fund
Allianzgi Equity financial ratios help investors to determine whether Allianzgi Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Allianzgi with respect to the benefits of owning Allianzgi Equity security.
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