Allianzgi Focused Growth Fund Quote
| AFGFX Fund | USD 80.66 0.07 0.09% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Allianzgi Focused is trading at 80.66 as of the 22nd of November 2024; that is 0.09% up since the beginning of the trading day. The fund's open price was 80.59. Allianzgi Focused has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Allianzgi Focused Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by normally investing primarily in equity securities of U.S. companies with market capitalizations of at least 1 billion. It may also invest up to 20 percent of its assets in non-U.S. securities . The fund is non-diversified. More on Allianzgi Focused Growth
Moving together with Allianzgi Mutual Fund
Allianzgi Mutual Fund Highlights
| Fund Concentration | Allianz Funds, Large Growth Funds, Large Growth, Allianz Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Allianzgi Focused Growth [AFGFX] is traded in USA and was established 22nd of November 2024. Allianzgi Focused is listed under Allianz Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Allianz Funds family. This fund presently has accumulated 1.16 B in assets under management (AUM) with no minimum investment requirementsAllianzgi Focused Growth is currently producing year-to-date (YTD) return of 35.77%, while the total return for the last 3 years was 10.69%.
Check Allianzgi Focused 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 Focused 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 Focused Growth Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| UNP | Union Pacific | Stock | Industrials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials |
Allianzgi Focused Growth Risk Profiles
| Mean Deviation | 0.7774 | |||
| Semi Deviation | 1.07 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 |
Allianzgi Focused Against Markets
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Focused 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 Focused security.
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