Allianzgi Nfj Large Cap Fund Quote
| PNBAX Fund | USD 28.32 0.14 0.50% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Allianzgi Nfj is trading at 28.32 as of the 17th of January 2025; that is 0.50% up since the beginning of the trading day. The fund's open price was 28.18. Allianzgi Nfj has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks and other equity securities of companies with large market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income . More on Allianzgi Nfj Large Cap
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Allianzgi Mutual Fund Highlights
| Fund Concentration | Allianz Global Investors Funds, Large Value Funds, Large Value, Allianz Global Investors (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 6th of November 2020 |
| Fiscal Year End | June |
Allianzgi Nfj Large Cap [PNBAX] is traded in USA and was established 17th of January 2025. Allianzgi Nfj is listed under Allianz Global Investors category by Fama And French industry classification. The fund is listed under Large Value category and is part of Allianz Global Investors family. This fund at this time has accumulated 333.02 M in assets with no minimum investment requirementsAllianzgi Nfj Large is currently producing year-to-date (YTD) return of 0.58% with the current yeild of 0.01%, while the total return for the last 3 years was 2.01%.
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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 Nfj Large Cap 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 Nfj Large Cap Mutual Fund Constituents
| MRK | Merck Company | Stock | Health Care | |
| AMT | American Tower Corp | Stock | Real Estate | |
| STI | Solidion Technology | Stock | Industrials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| CVX | Chevron Corp | Stock | Energy | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ROP | Roper Technologies, | Stock | Industrials |
Allianzgi Nfj Large Risk Profiles
| Mean Deviation | 0.6078 | |||
| Standard Deviation | 0.8083 | |||
| Variance | 0.6533 | |||
| Risk Adjusted Performance | (0.05) |
Allianzgi Nfj Against Markets
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Nfj 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 Nfj security.
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