Allianzgi Global Sustainability Fund Quote

ASUAX Fund  USD 13.38  0.05  0.38%   

Performance

1 of 100

 
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Weak

Odds Of Distress

Less than 44

 
100  
 
Zero
Below Average
Allianzgi Global is trading at 13.38 as of the 28th of March 2024; that is 0.38 percent up since the beginning of the trading day. The fund's open price was 13.33. Allianzgi Global has about a 44 percent probability of financial distress in the next few 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 27th of February 2024 and ending today, the 28th of March 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

  0.88NFJEX Allianzgi Nfj DividendPairCorr
  0.87ANJIX Allianzgi Nfj InternPairCorr
  0.62ANNPX Allianzgi Vertible FundPairCorr
  0.97ANPRX Allianzgi Nfj Mid-capPairCorr

Allianzgi Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Allianzgi Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Allianzgi Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationAllianz Global Investors Funds, Large Growth Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Allianz Global Investors (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date6th of November 2020
Fiscal Year EndSeptember
Allianzgi Global Sustainability [ASUAX] is traded in USA and was established 28th of March 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 3.99%.
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

ELEstee Lauder CompaniesStockConsumer Staples
VVisa Class AStockFinancials
AAgilent TechnologiesStockHealth Care
UNHUnitedHealth Group IncorporatedStockHealth Care
SPGISP GlobalStockFinancials
SBUXStarbucksStockConsumer Discretionary
ROGRogersStockInformation Technology
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Allianzgi Global Target Price Odds Analysis

Based on a normal probability distribution, the odds of Allianzgi Global jumping above the current price in 90 days from now is under 4%. The Allianzgi Global Sustainability probability density function shows the probability of Allianzgi Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2442. This suggests as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Allianzgi Global will likely underperform. Additionally, allianzgi Global Sustainability has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 13.38HorizonTargetOdds Above 13.38
96.61%90 days
 13.38 
3.29%
Based on a normal probability distribution, the odds of Allianzgi Global to move above the current price in 90 days from now is under 4 (This Allianzgi Global Sustainability probability density function shows the probability of Allianzgi Mutual Fund to fall within a particular range of prices over 90 days) .

Allianzgi Global Sus Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Allianzgi Global market risk premium is the additional return an investor will receive from holding Allianzgi Global long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Allianzgi Global. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Allianzgi Global's alpha and beta are two of the key measurements used to evaluate Allianzgi Global's performance over the market, the standard measures of volatility play an important role as well.

Allianzgi Global Against Markets

Picking the right benchmark for Allianzgi Global mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Allianzgi Global mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Allianzgi Global is critical whether you are bullish or bearish towards Allianzgi Global Sustainability at a given time. Please also check how Allianzgi Global's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Allianzgi Global without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Allianzgi Mutual Fund?

Before investing in Allianzgi Global, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Allianzgi Global. To buy Allianzgi Global fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Allianzgi Global. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Allianzgi Global fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Allianzgi Global Sustainability fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Allianzgi Global Sustainability fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Allianzgi Global Sustainability, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Allianzgi Global Sustainability?

The danger of trading Allianzgi Global Sustainability is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Allianzgi Global is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Allianzgi Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Allianzgi Global Sus is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Allianzgi Global Sustainability. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Allianzgi Global Sus information on this page should be used as a complementary analysis to other Allianzgi Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.

Complementary Tools for Allianzgi Mutual Fund analysis

When running Allianzgi Global's price analysis, check to measure Allianzgi Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Allianzgi Global is operating at the current time. Most of Allianzgi Global's value examination focuses on studying past and present price action to predict the probability of Allianzgi Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Allianzgi Global's price. Additionally, you may evaluate how the addition of Allianzgi Global to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Allianzgi Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Allianzgi Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Allianzgi Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.