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‘Excellent’ 2 Years in a Row 




Our target-date funds scored the highest in Brightscope’s “Popping the Hood” report for the second straight year. See how we stack up against the competition.
Allianz Global Investors is the only target-date fund manager to get all 4s and 5s in the 2013 “Popping the Hood” report from BrightScope and Target Date Analytics. It marks the second straight year our target-date funds have been ranked the highest.

For defined contribution plan advisors, “Popping the Hood” is the premier benchmarking tool for target-date funds. “Any retirement investment professional who really wants to understand the special character of the quantitative and qualitative differences among target-date fund families will want to read this report,” said Joseph Nagengast, principal of Target Date Analytics, in a press release.

  Download the report to see how we scored against our competitors in performance, risk, fees and other key metrics—then learn more about our target-date fund lineup.

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: The principal value of the Funds is not guaranteed at any time, including at the target date. The Fund is exposed to the same types of risks as the underlying funds in which it invests. Investments in smaller companies may be more volatile andless liquid than investments in larger companies. Investments in commodities may be affected by overall market movements, changes in interest rates, and other factorssuch as weather, disease, embargoes and international economic and political developments. Convertible and fixed income securities, particularly high-yield or junk bonds,are subject to greater levels of credit and liquidity risk, may be speculative and may decline in value due to changes in interest rates or an issuer’s or counterparty’sdeterioration or default. Derivative prices depend on the performance of an underlying asset; derivatives carry market, credit and liquidity risk. Investing in a small number ofissuers may increase risk and volatility. Securities purchased in initial public offerings have no trading history, limited issuer information and increased volatility. Leverage canmagnify losses during adverse market conditions. Investing in mortgage- and asset-backed securities involves interest rate, credit, valuation, extension and liquidity risks andthe risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on. Foreign markets may be more volatile, less liquid, less transparent andsubject to less oversight, and values may fluctuate with currency exchange rates; these risks may be greater in emerging markets. The cost of investing in the Fund willgenerally be higher than the cost of investing in a fund that invests directly in individual stocks and bonds. The target date included in the Fund’s name does not necessarilyrepresent the specific year an investor will begin withdrawing assets. It is intended only as a general guide.
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.

The BrightScope and Target Date Analytics “Popping the Hood VI, 2012” study grades target date mutual fund families on five criteria, including performance, fees, risk, organizational structure and strategy. The Overall Score for each fund family is simply the product of the scores of the five major components, weighted as follows: Company/Organization: 10%; Strategy: 15%; Performance: 30%; Risk: 25%; Fees: 20%. Each fund series receives an overall score and ranking. Researchers analyzed 49 fund companies, but ranked only 42; those were the fund series old enough to have three years of operating performance data. The study uses 2012 performance data. The study is based on the lowest price share class offered by each fund family, typically the institutional share class. Other share classes are subject to higher expenses. Please consult the prospectus for the eligibility for each specific share class.

The performance of the portfolios is dependent on the performance of their underlying funds and will assume the risks associated with these funds. The risks will vary according to each portfolio’s asset allocation, and a fund with a later target date is expected to be more volatile than one with an earlier target date.

An Allianz Global Investors Solutions Target Date Fund’s (“Fund”) target date is the approximate year when investors plan to start withdrawing their money. The principal value of the investment is not guaranteed at any time, including at the target date.

Each Fund seeks capital growth and preservation consistent with its asset allocation as the target date approaches. The asset mix and weightings are adjusted over time to be more conservative. In general, as the target year approaches, the portfolio’s allocation becomes more conservative by decreasing the allocation to return-generating assets and increasing the allocation to defensive assets. By the time each fund reaches its target year, its objective and strategy will change to closely resemble that of Allianz Global Investors Solutions Retirement Income Fund.


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