Allianzgi Global Sustainability Fund Quote
| ASUAX Fund | USD 13.37 0.02 0.15% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Allianzgi Global is trading at 13.37 as of the 2nd of December 2024; that is 0.15% up since the beginning of the trading day. The fund's open price was 13.35. Allianzgi Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Allianzgi Global Sustainability are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 and ending today, the 2nd of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by creating a portfolio of global equities with a focus on companies that the portfolio managers believe exhibit strong records with respect to environmental, social, and corporate governance factors. More on Allianzgi Global Sustainability
Moving together with Allianzgi Mutual Fund
Allianzgi Mutual Fund Highlights
| Fund Concentration | Allianz Global Investors Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Allianz Global Investors (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 6th of November 2020 |
| Fiscal Year End | September |
Allianzgi Global Sustainability [ASUAX] is traded in USA and was established 2nd of December 2024. Allianzgi Global is listed under Allianz Global Investors category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Allianz Global Investors family. This fund presently has accumulated 186.74 M in assets under management (AUM) with no minimum investment requirementsAllianzgi Global Sus is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 0.01%, while the total return for the last 3 years was -1.46%.
Check Allianzgi Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Allianzgi Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Allianzgi Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Allianzgi Global Sustainability Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Allianzgi Global Sustainability Mutual Fund Constituents
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| V | Visa Class A | Stock | Financials | |
| A | Agilent Technologies | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SPGI | SP Global | Stock | Financials | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| ROG | Rogers | Stock | Information Technology | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General |
Allianzgi Global Sus Risk Profiles
| Mean Deviation | 0.6515 | |||
| Standard Deviation | 0.9229 | |||
| Variance | 0.8518 | |||
| Risk Adjusted Performance | (0.02) |
Allianzgi Global Against Markets
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Global financial ratios help investors to determine whether Allianzgi Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Allianzgi with respect to the benefits of owning Allianzgi Global security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |