Dow Down 1.40% Nasdaq Down 1.59%

AllianzGI Opportunity B (POOBX)

18.77 Down 0.36(1.88%) Oct 1
Prev Close:19.13
YTD Return*:-2.28%
Net Assets*:101.56M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for POOBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BEE2.1826.77
EMES2.10210.67
FCS2.0035.13
CALM1.9737.35
ANDE1.9315.60

Fund Basics

Morningstar Overall Rating:
Total Assets:101.56M
Category:Small Blend
Annual Report Expense Ratio (net):2.01%

Performance & Risk

YTD Return:-2.28%
5y Avg Return:9.53%
Rank in Category (ytd):97
% Rank in Category (ytd):13.13%
Beta (3y):1.55
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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