PALAX : AllianzGI Global Allocation Fund Class A

PALAX is a Allocation Market Total World with LOW fees.

PALAX

AllianzGI Global Allocation Fund Class A

FI Score

58 /100

Expense Ratio Rating

9 /10

Expense Rating

4 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

58% FI Score
  • palax
  • Mutual Fund
  • Allocation
  • Total World

AllianzGI Global Allocation Fund Class A

Expenses: 0.61% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks after-inflation capital appreciation and current income. The fund seeks to achieve its investment objective through a combination of active allocation between asset classes and actively managed strategies within those asset classes. It allocates its investments among asset classes in response to changing market, economic, and political factors and events that the portfolio managers believe may affect the value of the fund's investments. In making investment decisions for the fund, the portfolio managers seek to identify trends and turning points in the global markets.

Largest Holdings

Amount Holding
32.89% AllianzGI Global Sustainability Instl
9.64% 10 Year Treasury Note Future June 20
7.83% AllianzGI PerformanceFee Mgd Fts Strt R6
7.73% AllianzGI Best Styles Glbl Mgd Vol
7.35% AllianzGI Green Bond Institutional
5.14% 2 Year Treasury Note Future June 20
4.25% E-mini S&P 500 Futures June20
4.23% AllianzGI Emerging Markets SRI Debt Ins
1.40% Future on MSCI EAFE Jun20
0.76% MSCI USA Index Future June 20
0.38% Ultra US Treasury Bond Future June 20
0.29% State Street Corporation 2.35%
0.29% American Tower Corporation 2.25%
0.28% United States Treasury Notes 1.5%
0.25% Boston Gas Company 3.15%
0.24% AT&T Inc 3.8%
0.22% Citigroup Inc. 3.89%
0.22% United States Treasury Notes 0.5%
0.21% Charter Communications Operating, LLC/Charter Communications Operating Capi
0.20% Anheuser-Busch InBev Finance Inc. 3.65%
0.20% Comerica Incorporated 3.7%
0.18% Northrop Grumman Corporation 3.2%
0.18% Consumers Energy Company 2.85%
0.18% Popular, Inc. 6.12%

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