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Allianz Mutual Funds List

Here you can find all mutual funds issued by Allianz and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
19
Avg. Expense Ratio
1.00%
Avg. 1 Year Return
27.30%
Avg. 5 Year Return
7.00%
Median Risk/Return Score
67 / 100
Allianz Mutual Funds List

19 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Virtus International Small-Cap FundForeign Small & Mid Cap EquitiesDec 30, 19971.04%
15.20%
7.84%
3.94%
82
Virtus NFJ International Value FundForeign Large Cap EquitiesJan 30, 20030.95%
13.47%
7.73%
5.10%
72
Virtus Convertible FundConvertible BondsApr 18, 19930.71%
20.69%
14.48%
9.33%
92
Virtus NFJ Large-Cap Value FundLarge Cap Value EquitiesMay 8, 20000.74%
11.68%
9.72%
9.34%
43
Virtus Emerging Markets Opportunities FundEmerging Markets DiversifiedMay 26, 20040.94%
32.17%
10.86%
2.52%
92
Virtus Short Duration High Income FundHigh Yield BondsOct 3, 20110.60%
1.68%
4.98%
6.55%
83
Virtus Water FundEnergy EquitiesMar 30, 20081.22%
-4.53%
7.08%
12.50%
2
Virtus Small-Cap FundSmall Cap Blend EquitiesJul 1, 20130.89%
16.49%
11.71%
4.21%
55
Virtus NFJ Emerging Markets Value FundEmerging Markets DiversifiedDec 17, 20120.89%
23.49%
8.88%
2.55%
76
Virtus Income & Growth FundDiversified PortfolioFeb 27, 20070.92%
9.93%
9.53%
6.55%
74
Virtus Global Small-Cap FundGlobal EquitiesDec 30, 19961.28%
-0.44%
6.85%
4.63%
1
Virtus Technology FundTechnology EquitiesDec 26, 19951.16%
30.81%
23.94%
1.92%
67
Virtus Mid-Cap Growth FundMid Cap Growth EquitiesNov 6, 19790.83%
14.41%
14.93%
14.45%
22
Virtus NFJ Dividend Value FundLarge Cap Value EquitiesMay 8, 20000.70%
17.67%
9.68%
10.63%
75
Virtus Global Allocation FundGlobal AllocationSep 29, 19980.52%
9.40%
7.56%
8.33%
79
Virtus Focused Growth FundLarge Cap Growth EquitiesFeb 24, 19841.70%
8.06%
18.74%
12.84%
29
Virtus NFJ Mid-Cap Value FundMid Cap Value EquitiesApr 18, 19881.75%
11.67%
8.24%
7.22%
23
Virtus NFJ Small-Cap Value FundSmall Cap Value EquitiesOct 1, 19910.82%
12.15%
6.68%
2.92%
34
Virtus Health Sciences FundHealth & Biotech EquitiesFeb 4, 20021.37%
-9.98%
6.05%
0.00%
3

Rows per page

1–19 of 19

Explore top Allianz Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Allianz Mutual funds by Risk/Return Score

The top Allianz Mutual funds by PortfoliosLab Risk/Return Score are AOTIX (92) and ANNPX (92). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Allianz Mutual funds Over 5 Years

The top Allianz Mutual funds is DRGTX (18.35%). Across the lineup, Allianz Mutual funds show an average 1-year return of 27.30% and an average 5-year return of 7.00%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
Virtus Technology Fund
18.35%
Dec 1995
Virtus Focused Growth Fund
17.14%
Feb 1984
Virtus NFJ Dividend Value Fund
9.28%
May 2000
Virtus Convertible Fund
8.92%
Apr 1993
Virtus Mid-Cap Growth Fund
8.15%
Nov 1979

Lowest-Cost Allianz Mutual funds

The top Allianz Mutual funds is PALAX (0.52%). With an average expense ratio of 1.00%, Allianz Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Allianz Mutual funds

The top Allianz Mutual funds is DRMCX (14.45%). Across the lineup, Allianz Mutual funds show an average dividend yield of 6.61%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Virtus Mid-Cap Growth Fund14.45%Nov 1979
Virtus Focused Growth Fund12.84%Feb 1984
Virtus Water Fund12.50%Mar 2008
Virtus NFJ Dividend Value Fund10.63%May 2000
Virtus NFJ Large-Cap Value Fund9.34%May 2000

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.