Allianz NACM Mid-Cap Growth I 2187 Atlantic Street Stamford, CT 06902 Map
Phone: 800-498-5413
| Category: | Mid-Cap Growth | | Fund Family: | Allianz Funds | | Net Assets: | 10.56M | | Year-to-Date Return: | -36.09% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Feb-04 |
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Jane Edmondson
Lead Manager since
31-Mar-06 | | | Edmondson has responsibilities for portfolio management and research focusing on US Systematic Mid and Large Cap Growth. Prior to joining the US Systematic team, Jane was an analyst in both the Institutional Marketing and Technology areas with the firm. She joined the firm in 1996 with five years prior experience as a financial consultant with Merrill, Lynch, Pierce, Fenner & Smith. She has seventeen years of investment industry experience. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks maximum long-term capital appreciation. The fund invests at least 80% of net assets in common stock of mid capitalization U.S. companies with medium market capitalizations. The fund currently defines medium market capitalization companies as those companies with market capitalizations comparable to the companies included in the Russell Midcap Growth index. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 0.24 | | Annual Holdings Turnover
| 215.00% | | Average for Category:
| 118.51% |
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| Expense | ANMIX | Category Avg | | Total Expense Ratio: | 1.09%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$290 | $697 | | 5 Yr Expense Projection*: |
$504 | $1,075 | | 10 Yr Expense Projection*: |
$1,120 | $2,114 |
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