Allianzgi Income Growth Fund Quote
| AZNIX Fund | USD 12.10 0.04 0.33% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Allianzgi Income is trading at 12.10 as of the 1st of December 2024; that is 0.33 percent up since the beginning of the trading day. The fund's open price was 12.06. Allianzgi Income has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Allianzgi Income Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities, debt securities and convertible securities. The allocation of the funds investments across asset classes will vary substantially from time to time. More on Allianzgi Income Growth
Moving together with Allianzgi Mutual Fund
| 0.92 | ANNPX | Allianzgi Vertible | PairCorr |
| 0.88 | ANPRX | Allianzgi Nfj Mid | PairCorr |
| 0.96 | PGFIX | Allianzgi Focused Growth | PairCorr |
| 0.91 | ANVIX | Allianzgi Nfj Large | PairCorr |
| 0.92 | ANZCX | Allianzgi Convertible | PairCorr |
Moving against Allianzgi Mutual Fund
Allianzgi Mutual Fund Highlights
| Fund Concentration | Allianz Global Investors Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Allianz Global Investors (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 6th of November 2020 |
| Fiscal Year End | June |
Allianzgi Income Growth [AZNIX] is traded in USA and was established 1st of December 2024. Allianzgi Income is listed under Allianz Global Investors category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Allianz Global Investors family. This fund presently has accumulated 6.24 B in assets under management (AUM) with minimum initial investment of 1000 K. Allianzgi Income Growth is currently producing year-to-date (YTD) return of 12.53% with the current yeild of 0.02%, while the total return for the last 3 years was 2.46%.
Check Allianzgi Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Allianzgi Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Allianzgi Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Allianzgi Income Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Allianzgi Income Growth Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CRM | Salesforce | Stock | Information Technology | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| DIS | Walt Disney | Stock | Communication Services | |
| CAT | Caterpillar | Stock | Industrials | |
| AMGN | Amgen Inc | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| V | Visa Class A | Stock | Financials |
Allianzgi Income Growth Risk Profiles
| Mean Deviation | 0.3134 | |||
| Semi Deviation | 0.4087 | |||
| Standard Deviation | 0.4667 | |||
| Variance | 0.2178 |
Allianzgi Income Against Markets
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Income financial ratios help investors to determine whether Allianzgi Mutual 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 Income security.
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