Allianzgi Global Allocation Fund Quote
| PALCX Fund | USD 11.45 0.05 0.43% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Allianzgi Global is trading at 11.45 as of the 13th of December 2024; that is 0.43 percent decrease since the beginning of the trading day. The fund's open price was 11.5. Allianzgi Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 14th of September 2024 and ending today, the 13th of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective through a combination of active allocation across asset classes and actively managed strategies within those asset classes. It allocates its investments across asset classes in response to changing market, macroeconomic, and other factors and events that the portfolio managers believe may affect the value of the funds investments. More on Allianzgi Global Allocation
Moving together with Allianzgi Mutual Fund
Allianzgi Mutual Fund Highlights
| Fund Concentration | Allianz Global Investors Funds, Large Blend Funds, World Allocation Funds, World Allocation, Allianz Global Investors (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 6th of November 2020 |
| Fiscal Year End | September |
Allianzgi Global Allocation [PALCX] is traded in USA and was established 13th of December 2024. Allianzgi Global is listed under Allianz Global Investors category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Allianz Global Investors family. This fund at this time has accumulated 306.76 M in assets with no minimum investment requirementsAllianzgi Global All is currently producing year-to-date (YTD) return of 10.17% with the current yeild of 0.02%, while the total return for the last 3 years was 1.42%.
Check Allianzgi Global 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 Global Allocation 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 Global Allocation Mutual Fund Constituents
| LTPZ | PIMCO 15 Year | Etf | Inflation-Protected Bond | |
| MBB | iShares MBS ETF | Etf | Intermediate Government | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| NWAHX | Nationwide Allianzgi International | Mutual Fund | Foreign Large Blend | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond | |
| ESGU | iShares ESG Aware | Etf | Large Blend | |
| ESGD | iShares ESG Aware | Etf | Foreign Large Blend | |
| ASTNX | Allianzgi Global Sustainability | Mutual Fund | World Large-Stock Blend |
Allianzgi Global All Risk Profiles
| Mean Deviation | 0.3351 | |||
| Semi Deviation | 0.3206 | |||
| Standard Deviation | 0.4117 | |||
| Variance | 0.1695 |
Allianzgi Global Against Markets
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Global 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 Global security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |