Allianzgi Income Growth Fund Quote

AZNAX Fund  USD 11.37  0.04  0.35%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Allianzgi Income is trading at 11.37 as of the 23rd of November 2024; that is 0.35% up since the beginning of the trading day. The fund's open price was 11.33. Allianzgi Income has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 24th of October 2024 and ending today, the 23rd of November 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

  0.91ANNPX Allianzgi ConvertiblePairCorr
  0.87ANVIX Allianzgi Nfj LargePairCorr
  0.91ANZCX Allianzgi ConvertiblePairCorr
  0.94ANZAX Allianzgi ConvertiblePairCorr
  0.92PGWCX Allianzgi Focused GrowthPairCorr

Moving against Allianzgi Mutual Fund

  0.64RAGHX Allianzgi Health SciencesPairCorr
  0.64HLHIX Allianzgi Health SciencesPairCorr
  0.43AOPCX Allianzgi InternationalPairCorr

Allianzgi Mutual Fund Highlights

Fund ConcentrationAllianz Global Investors Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Allianz Global Investors (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date6th of November 2020
Fiscal Year EndJune
Allianzgi Income Growth [AZNAX] is traded in USA and was established 23rd of November 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 no minimum investment requirementsAllianzgi Income Growth is currently producing year-to-date (YTD) return of 10.96% with the current yeild of 0.02%, while the total return for the last 3 years was 1.5%.
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

CRMSalesforceStockInformation Technology
CATCaterpillarStockIndustrials
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TSLATesla IncStockConsumer Discretionary
NVDANVIDIAStockInformation Technology
NFLXNetflixStockCommunication Services
MSFTMicrosoftStockInformation Technology
More Details

Allianzgi Income Growth Risk Profiles

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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