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AllianzGI Opportunity B (POOBX)

20.31 Down 0.02(0.10%) Nov 25
Prev Close:20.33
YTD Return*:-3.24%
Net Assets*:97.98M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for POOBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CALM2.4346.78
BEE2.3337.04
VRNT2.0534.19
SFNC2.0414.37
FCS1.9414.01

Fund Basics

Morningstar Overall Rating:
Total Assets:97.98M
Category:Small Blend
Annual Report Expense Ratio (net):2.01%

Performance & Risk

YTD Return:-3.24%
5y Avg Return:9.82%
Rank in Category (ytd):95
% Rank in Category (ytd):12.91%
Beta (3y):1.58
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation; no consideration is given to income. The fund seeks to achieve its objective by normally investing at least 65% of its assets in common stocks of small-cap companies with market capitalizations comparable to those of companies included in the Russell 2000 Index (between $169 million to $4 billion as of June 30, 2014). The portfolio managers seek to invest in U.S. small-cap equities which they believe are benefiting from change not yet fully reflected in the market. View More
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