Allianzgi Vertible Fund Quote
| ANZCX Fund | USD 38.11 0.29 0.77% |
Performance20 of 100
| Odds Of DistressLess than 15
|
Allianzgi Convertible is trading at 38.11 as of the 22nd of November 2024; that is 0.77 percent increase since the beginning of the trading day. The fund's open price was 37.82. Allianzgi Convertible has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Allianzgi Vertible Fund 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 objective by normally investing at least 80 percent of its net assets in convertible securities. Convertible securities include, but are not limited to, corporate bonds, debentures, notes or preferred stocks and their hybrids that can be converted into equity securities or other securities that provide an opportunity for equity participation.. More on Allianzgi Vertible Fund
Moving together with ALLIANZGI Mutual Fund
| 1.0 | ANNPX | Allianzgi Convertible | PairCorr |
| 0.89 | ANVIX | Allianzgi Nfj Large | PairCorr |
| 1.0 | ANZAX | Allianzgi Convertible | PairCorr |
| 0.95 | PGWCX | Allianzgi Focused Growth | PairCorr |
Moving against ALLIANZGI Mutual Fund
ALLIANZGI Mutual Fund Highlights
| Thematic Idea | Convertibles Funds (View all Themes) |
| Fund Concentration | Allianz Global Investors Funds, Convertibles Funds, Convertibles Funds, Convertibles, Allianz Global Investors (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 6th of November 2020 |
| Fiscal Year End | September |
Allianzgi Vertible Fund [ANZCX] is traded in USA and was established 22nd of November 2024. Allianzgi Convertible is listed under Allianz Global Investors category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Allianz Global Investors family. The entity is thematically classified as Convertibles Funds. This fund presently has accumulated 2.7 B in assets under management (AUM) with minimum initial investment of 2.5 K. Allianzgi Convertible is currently producing year-to-date (YTD) return of 12.61%, while the total return for the last 3 years was -2.49%.
Check Allianzgi Convertible 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 Vertible Fund 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 Vertible Fund Mutual Fund Constituents
| SWP | SWP Growth Income | Etf | Tools & Accessories |
Allianzgi Convertible Risk Profiles
| Mean Deviation | 0.4458 | |||
| Semi Deviation | 0.2531 | |||
| Standard Deviation | 0.5741 | |||
| Variance | 0.3296 |
Allianzgi Convertible Against Markets
Other Information on Investing in ALLIANZGI Mutual Fund
Allianzgi Convertible 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 Convertible security.
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