• FirefoxUpgrade to the new Firefox »
  •  Dow Down 1.45% Nasdaq Down 1.03%

    AllianzGI Behavioral Advtg Lg Cp P (AZFPX)

    23.02 Down 0.41(1.75%) Jan 30
    Prev Close:23.43
    YTD Return*:11.00%
    Net Assets*:65.64M
    Yield*:1.44%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for AZFPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.08-0.95
    XOM1.910.41
    INTC1.670.19
    MSFT1.640.67
    WMT1.620.02

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:65.64M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.65%

    Performance & Risk

    YTD Return:11.00%
    5y Avg Return:N/A
    Rank in Category (ytd):58
    % Rank in Category (ytd):3.7%
    Beta (3y):1.01
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of large capitalization companies based in the U.S. For purposes of this policy, the managers currently consider a company to be a large capitalization U.S.-based company if it is in the top 1,000 largest U.S.-based companies ranked by market capitalization. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback