| 18.49 Net Asset Value | +0.05% 1 Day | +9.67% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 2.06% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +3.64% | 3 years | +5.67% | |
| 3 months | +2.10% | 5 years | +2.83% | |
| 1 year | +14.47% | Since inception | +4.53% |
| POOBX | Category | |
|---|---|---|
| Performance 5-yr return | +2.83% | +8.20% |
| Expense ratio | 2.06% | 1.48% |
| Risk 5 year sharpe ratio | 0.23 | 0.39 |
| Net assets | $123.6M | $699.1M |
| Average market cap | $1.1B | $2.1B |
| Average P/E | 13.7 | 22.9 |
| Portfolio turnover | 130% | 130% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Allianz Funds |
| Fund manager & tenure | Mark Roemer / 0 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 22.11% |
| Healthcare | 15.71% |
| Energy | 12.63% |
| Industrial materials | 8.47% |
| Hardware | 8.46% |
| IWM iShares Russell 2000 Index | 4.93% |
| NXST Nexstar Broadcasting Group Inc Class A | 2.48% |
| SAFM Sanderson Farms, Inc. | 1.93% |
| CLGX CoreLogic, Inc. | 1.93% |
| OSK Oshkosh Corporation | 1.91% |
| LXP Lexington Realty Trust | 1.84% |
| RWT Redwood Trust, Inc. | 1.83% |
| HMN Horace Mann Educators | 1.79% |
| RPT Ramco-Gershenson Properties Trust | 1.78% |
| SKYW SkyWest, Inc. | 1.78% |
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