Allianz Global Inv Multi-Style B
2187 Atlantic Street Stamford, CT 06902
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Phone: 800-498-5413
| Category: | Moderate Allocation | | Fund Family: | Allianz Funds | | Net Assets: | 38.36M | | Year-to-Date Return: | -26.51% | | Yield: | 9.46% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-98 |
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Ara J. Jelalian
Lead Manager since
30-Jun-02 | | | Jelalian is a senior member of the International Equity Team and is responsible for both portfolio and product management. Jelalian also leads the product enhancement and development effort. Ara joined RCM in 1998 after seven years with Capital Resources (formerly SEI Capital Resources), where Jelalian held positions as managing director of Research and Director of International Research. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation and current income. The fund normally invests approximately 60% (range of 50%-70%) of assets in underlying stock funds and 40% (range of 30%-50%) among underlying bond funds. The fixed income portion may include a money market component through investments in PIMCO money market fund. |
| Last Dividend
(18-Sep-08):
| 0.04 | | Last Cap Gain
(28-Dec-07):
| 0.32 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 72.64% |
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| Expense | PALBX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 5.00%
| 2.72% | | 3 Yr Expense Projection*: |
$967 | $623 | | 5 Yr Expense Projection*: |
$1,345 | $941 | | 10 Yr Expense Projection*: |
$2,183 | $1,840 |
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1.83% Nasdaq 0.00%
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