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Allianz Global Investors is a global asset management group committed to helping clients achieve sustainable success.
We draw on the intellectual capital of our diverse family of investment managers—each with its own distinctive philosophy and culture—to provide clients with a choice of innovative investment solutions across a wide range of asset classes and investment styles. We are part of the Allianz Group, one of the world’s leading integrated financial services providers.

Morningstar Overall Ratings™ as of 3/31/2015 - Institutional Shares

Morningstar Ratings measure risk-adjusted returns. The Morningstar Overall Rating™ is a weighted average based on a fund’s 3-, 5- and 10-year star rating.

 Overall 4 and 5 Star Funds

AllianzGI Behavioral Advantage Large Cap Fund (AZFIX)
Among 1333 funds in the Large Blend category. The fund received 5 stars/1333 funds (3 years).

AllianzGI Convertible Fund (ANNPX)
Among 83 funds in the Convertibles category. The fund received 5 stars/83 funds (3 years), 5 stars/64 funds (5 years), 5 stars/44 funds (10 years).

AllianzGI Emerging Markets Opportunities Fund (AOTIX)
Among 528 funds in the Diversified Emerging Markets category. The fund received 4 stars/528 funds (3 years), 4 stars/341 funds (5 years), 4 stars/162 funds (10 years).

AllianzGI Focused Growth Fund (PGFIX)
Among 1551 funds in the Large Growth category. The fund received 4 stars/1551 funds (3 years), 4 stars/1328 funds (5 years), 5 stars/915 funds (10 years).

AllianzGI Global Small-Cap Fund (DGSCX)
Among 903 funds in the World Stock category. The fund received 5 stars/903 funds (3 years), 5 stars/702 funds (5 years), 4 stars/350 funds (10 years).

AllianzGI Global Water Fund (AWTIX)¹
Among 140 funds in the Natural Resources category. The fund received 5 stars/140 funds (3 years), 5 stars among 110 funds (5 years).

AllianzGI High Yield Bond Fund (AYBIX)¹
Among 595 funds in the High Yield Bond category. The fund received 3 stars/595 funds (3 years), 4 stars/501 funds (5 years), 4 stars/350 funds (10 years).

AllianzGI Income & Growth Fund (AZNIX)
Among 787 funds in the Moderate Allocation category. The fund received 3 stars/787 funds (3 years), 4 stars/697 funds (5 years).

AllianzGI International Small-Cap (ALOIX)
Among 127 funds in the Foreign Small/Mid Growth category. The fund received 4 stars/127 funds (3 years), 4 stars/103 funds (5 years), 4 stars/62 funds (10 years).

AllianzGI NFJ International Value Fund (ANJIX)
Among 305 funds in the Foreign Large Value category. The fund received 1 stars/305 funds (3 years), 3 stars/259 funds (5 years), 5 stars/130 funds (10 years).

AllianzGI NFJ Small-Cap Value (PSVIX)
Among 362 funds in the Small Value category. The fund received 2 stars/362 funds (3 years), 4 stars/297 funds (5 years), 5 stars/201 funds (10 years).

AllianzGI Technology (DRGTX)
Among 194 funds in the Technology category. The fund received 4 stars/194 funds (3 years), 4 stars/186 funds (5 years), 4 stars/147 funds (10 years).

AllianzGI Ultra Micro Cap (AUMIX)
Among 656 funds in the Small Growth category. The fund received 4 stars/656 funds (3 years), 5 stars/577 funds (5 years).

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the fund’s prospectus and summary prospectus, which may be obtained by contacting your financial advisor. Click here for a complete list of the Allianz Funds prospectuses and summary prospectuses. Please read them carefully before you invest.

A word about risk: Investing involves risk and you can lose money. Bond values normally decline when interest rates rise. High-yield bonds involve a greater risk of loss due to bond issuers defaulting on payments. Convertible bonds involve the added risk that the securities must be converted before it is optimal. Derivatives can lose substantially more than the original amount invested and can also limit upside potential. Non-U.S. securities involve currency fluctuation and political and economic change risks that may be greater in emerging markets. Investments in smaller companies may be more volatile and less liquid than investments in larger companies. Investing in a limited number of sectors may increase risk and volatility. Initial public offerings have no trading history, limited issuer information and increased volatility.Investing in the water-related resource sector may be significantly affected by events relating to international political and economic developments, water conservation, the success of exploration projects, commodity prices and tax and other government regulations.Target date, retirement income and allocation fund performance and level of risk will depend on how assets are allocated and reallocated among underlying Funds and other investments. There is no assurance that the investment objective of any underlying fund will be achieved. An investor in a fund of funds will bear fees and expenses charged by the underlying funds in addition to the fees and expenses of the fund of funds, making the expenses of a fund of funds generally higher than a fund which invests directly in equities or fixed income securities.

Past performance doesn’t guarantee future results. Source: Morningstar Inc., an independent research firm that compiles and analyzes fund, stock and general market data. For funds with at least a 3-year history, Morningstar calculates a risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of all sales charges), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receives a Morningstar RatingTM of 5 stars; the next 22.5% 4 stars; the next 35% 3 stars; the next 22.5% 2 stars; and the bottom 10% 1 star. The overall rating is derived from a weighted average of the 3-, 5- and 10-year (if applicable) rating metrics. Other share classes have different ratings. © 2015 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Minimum investment for Institutional shares is $1 million, though this may be reduced for certain financial intermediaries that aggregate trades on behalf of investors.1. Ratings reflect expense reductions in effect; in their absence, ratings may have been lower. 2. Closed to investors with certain exceptions.

Mutual funds are distributed by Allianz Global Investors Distributors LLC.

Allianz Global Investors Distributors LLC, 1633 Broadway, New York NY, 10019-7585,, 1-800-926-4456.


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AllianzGI Convertible Fund just won Lipper's Best Convertible Securities Fund award for the third year in a row, thanks to its strong risk-adjusted relative performance and the proven expertise of portfolio managers Doug Forsyth and Justin Kass.
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