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Barron's: Actively Managed Funds Poised for Comeback 

 

 

1/13/2017 

In a cover story entitled "Stockpicker's Delight," Barron's lists just seven funds to consider. At the top is the AllianzGI NFJ Dividend Value Fund. See why our active strategy is getting noticed by one of the world's premier investment publications.  

Why Active Management Now?

  • Index funds are trading at record-high valuations due in part to record investor inflows
  • For tactical investors, active management can be seen as a contrarian move
  • Returns from index investing could 'underwhelm' for a while

What Barron's is saying about us:

  • All NFJ Dividend Value holdings pay dividends
  • Portfolio management demands value-priced shares
  • Fund yields upwards of 3%

Please click here for a copy of the AllianzGI NFJ Dividend Value Fund's prospectus and here for the Fund's top 10 holdings.

Name   1 YR 3 YR 5 YR 10 YR Since Inception 30 - Day SEC Yield As of 11/30/16 w/ waiver 30 - Day SEC Yield As of 11/30/16 w/o waiver
AllianzGI NFJ Dividend Value Fund (Class A) At NAV 15.87% 5.10% 11.22% 4.06% 7.78% 1.88% 1.74%
AllianzGI NFJ Dividend Value Fund (Class A) At MOP 9.50% 3.14% 9.96% 3.47% 7.41% 1.88% 1.74%
Performance quoted represents past performance. Past performance is no guarantee of future results. Investment return and the principal value of an investment will fluctuate. Shares may be worth more or less than original cost when redeemed. Current performance may be lower or higher than performance shown. For performance current to the most recent month-end, visit our website at us.allianzgi.com. The Class A MOP returns take into account the 5.50% maximum initial sales charge. Performance assumes reinvestment of dividends and capital gains distributions. Taxes on distributions or redemptions have not been deducted.

A Word About Risk: Dividends are not guaranteed. A security in the portfolio may not perform as anticipated if the market does not agree with the portfolio manager's value assessment. Investments in smaller companies may be more volatile and less liquid than investments in larger companies.

The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Forecasts and estimates have certain inherent limitations, and are not intended to be relied upon as advice or interpreted as a recommendation.



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

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