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

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Allianz Global Investors
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
ALOIX
Virtus International Small-Cap FundForeign Small & Mid Cap EquitiesDec 30, 19971.04%
4.68%
3.65%
4.71%
Virtus NFJ International Value FundForeign Large Cap EquitiesJan 30, 20030.95%
-1.94%
-0.13%
1.72%
Virtus Convertible FundConvertible BondsApr 18, 19930.71%
2.65%
8.71%
2.22%
Virtus NFJ Large-Cap Value FundLarge Cap Value EquitiesMay 8, 20000.74%
0.38%
7.32%
6.94%
Virtus Emerging Markets Opportunities FundEmerging Markets DiversifiedMay 26, 20040.94%
9.74%
3.72%
3.17%
Virtus Short Duration High Income FundHigh Yield BondsOct 3, 20110.60%
1.85%
4.08%
6.52%
Virtus Global Sustainability FundGlobal EquitiesDec 8, 20140.69%
-1.48%
19.64%
Virtus Water FundEnergy EquitiesMar 30, 20081.22%
8.41%
7.17%
3.04%
Virtus High Yield Bond FundHigh Yield BondsJul 31, 19960.83%
Virtus Small-Cap FundSmall Cap Blend EquitiesJul 1, 20130.89%
4.75%
7.96%
2.20%
Virtus NFJ Emerging Markets Value FundEmerging Markets DiversifiedDec 17, 20120.89%
1.39%
2.36%
1.45%
Virtus Income & Growth FundDiversified PortfolioFeb 27, 20070.92%
4.63%
7.00%
7.25%
Virtus Global Small-Cap FundGlobal EquitiesDec 30, 19961.28%
-0.70%
5.95%
0.84%
Virtus Technology FundTechnology EquitiesDec 26, 19951.16%
23.88%
18.20%
0.00%
Virtus Mid-Cap Growth FundMid Cap Growth EquitiesNov 6, 19790.83%
9.43%
11.50%
0.00%
Virtus NFJ Dividend Value FundLarge Cap Value EquitiesMay 8, 20000.70%
-0.33%
6.28%
13.71%
Virtus Global Allocation FundGlobal AllocationSep 29, 19980.52%
3.59%
4.34%
2.51%
Virtus Focused Growth FundLarge Cap Growth EquitiesFeb 24, 19841.70%
26.03%
15.16%
4.78%
Virtus NFJ Mid-Cap Value FundMid Cap Value EquitiesApr 18, 19881.75%
-2.30%
6.31%
10.04%
Virtus NFJ Small-Cap Value FundSmall Cap Value EquitiesOct 1, 19910.82%
-3.80%
3.86%
9.47%

1–20 of 21

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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