Allianzgi Small-cap Financials
| AZBAX Fund | USD 26.97 0.14 0.52% |
Allianzgi |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Allianzgi Small-cap Fund Summary
Allianzgi Small-cap competes with Commodities Strategy, Shelton Emerging, T Rowe, Black Oak, and Transamerica Emerging. The fund seeks to achieve its objective by normally investing at least 80 percent of its net assets in companies with smaller market capitalizations. The manager expects to invest principally in U.S. companies but may invest to a lesser extent in non-U.S. companies. The manager currently considers smaller market capitalization companies to be companies with market capitalizations that are smaller than the largest company in the funds benchmark, the Russell 2000 Index.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Allianz Funds |
| Mutual Fund Family | Allianz Global Investors |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
Allianzgi Small-cap Key Financial Ratios
Allianzgi Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Small-cap's current stock value. Our valuation model uses many indicators to compare Allianzgi Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi Small-cap competition to find correlations between indicators driving Allianzgi Small-cap's intrinsic value. More Info.Allianzgi Small Cap Blend is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 8,174 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Allianzgi Small-cap's earnings, one of the primary drivers of an investment's value.Allianzgi Small Cap Systematic Risk
Allianzgi Small-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Allianzgi Small-cap 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Allianzgi Small Cap correlated with the market. If Beta is less than 0 Allianzgi Small-cap generally moves in the opposite direction as compared to the market. If Allianzgi Small-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Allianzgi Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Allianzgi Small-cap is generally in the same direction as the market. If Beta > 1 Allianzgi Small-cap moves generally in the same direction as, but more than the movement of the benchmark.
Allianzgi Small-cap December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Allianzgi Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Allianzgi Small Cap Blend. We use our internally-developed statistical techniques to arrive at the intrinsic value of Allianzgi Small Cap Blend based on widely used predictive technical indicators. In general, we focus on analyzing Allianzgi Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Allianzgi Small-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9141 | |||
| Information Ratio | 0.0169 | |||
| Maximum Drawdown | 5.7 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.66 |
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Small-cap 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 Small-cap security.
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