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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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AllianzGI quote and profile

 
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34.48
  
FUND
(0.01)  Macroaxis: -0.03 Down   0.03%  
Last 1 Month(s)
32.7234.98
Advice
 

Diversification Suggestion

Use AllianzGI to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze AllianzGI NFJ SmallCap Trend or Check current 30 days AllianzGI correlation with market (S&P 500)
1 Month Beta 1.31  
Highest Price:  
Lowest Price:  		34.98  
32.72  		May 21 2013 
May 01 2013 
As market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, AllianzGI will likely underperform.
AllianzGI NFJ SmallCap Value Instl Large BetaAllianzGI NFJ SmallCap Beta Legend
PSVIX United States NASDAQ
AllianzGI NFJ SmallCap Value Instl
Allianz Funds
Small Value
Benchmark S&P 500
Contact Number: 800. 498. 5413
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset7.69 B
 United States Russel   0.00 % No Change  
 
 United States Nasdaq   0.01 % Macroaxis: 0.01 Moved Down  
 
 thisRed PSVIX PSVIX agains markets  0.03 % Macroaxis: 0.03 Moved Down  
 
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
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Paul Magnuson  Money Manager
Fund Manager since December 29, 1995
Mr. Magnuson has over twentysix years of experience in equity analysis and portfolio management. Mr. Magnuson is currently the product team lead for the NFJ Small Cap Value and NFJ Mid Cap Value 100 investment strategies...
More...
    

AllianzGI Price and Market Media

The median price of AllianzGI for the period between Fri, Apr 26, 2013 and Sun, May 26, 2013 is 34.21 with a coefficient of variation of 1.96. The daily time series for the period is distributed with a sample standard deviation of 0.67, arithmetic mean of 34.03, and mean deviation of 0.54. The Fund did not receive any noticable media coverage during the period.
AllianzGI         SP 500
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AllianzGI Summary

AllianzGI NFJ SmallCap Value Instl [PSVIX] is traded in USA and was established in September 30, 1991. The fund is listed under Small Value category and is part of Allianz Funds family. This fund at this time has accumulated 7.69 B in assets with minimum initial investment of 1000 K. AllianzGI NFJ SmallCap Value Instl is currently producing year-to-date (YTD) return of 12.39% with the current yeild of 1.43%, while the total return for the last 3 years was 21.95%.
Check AllianzGI Probability Of Bankruptcy

Fund Instrument Allocation for AllianzGI

The fund consists of 92.95% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
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Past Market
Over 30
Days
15
Out Of
100
 
Chance of
Less
Than
1 %
 
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AllianzGI vs. Vanguard

Correlation analysis and fundamentals comparison between AllianzGI NFJ SmallCap and Vanguard Small Cap V
Correlation
Fundamentals

AllianzGI Asset Under Management

AllianzGI NFJ SmallCap Value Instl is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 87.3 Billion. AllianzGI holds roughly 7.69 Billion in net asset claiming about 9% of funds listed under Small Value category.
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AllianzGI Fundamentals

Price to Book vs Holdings Turnover
Ten Year Return vs Equity Positions Weight
Price to Book vs Price to Sales
Net Asset vs Equity Positions Weight

AllianzGI vs Competition

AllianzGI vs. Vanguard Small Cap Value Index Inv
AllianzGI vs. Vanguard Small Cap Value Index I
AllianzGI vs. DFA US Small Cap Value I
AllianzGI vs. AllianzGI NFJ SmallCap Value A
AllianzGI vs. AllianzGI NFJ SmallCap Value Admin
AllianzGI vs. AllianzGI NFJ SmallCap Value D
AllianzGI vs. AllianzGI NFJ SmallCap Value C
AllianzGI vs. AllianzGI NFJ SmallCap Value B
AllianzGI vs. AllianzGI NFJ SmallCap Value R

AllianzGI May 26 2013 Opportunity Range

Downside Deviation0.9724
Information Ratio0.0343
Maximum Drawdown2.79
Value At Risk(1.34)
Potential Upside1.19
 
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