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11 important things you should know about Allianz Global Investors ALLGX mutual fund

Updated: September 09, 2021
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • Sales load and/or distribution fees

Before we start: if you’re looking for ALLGX “stock” price, you can quickly find it out by visiting Finny and typing "ALLGX quote". If you’re looking for a quick scoop on ALLGX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ALLGX". You’ll get all this info in one place.

Are you looking to buy or sell ALLGX? Or perhaps you’re looking for ALLGX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ALLGX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ALLGX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ALLGX buy or sell; the pros and cons of investing in ALLGX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ALLGX.

And here is the list of questions we’ll answer:

  1. Describe Allianz Funds Multi-Strategy Trust: AllianzGI Best Styles Global Equity Fund; Class A Shares (ALLGX).
  2. What are ALLGX holdings?
  3. What is ALLGX performance? What are ALLGX historical returns?
  4. What is ALLGX dividend yield?
  5. What is ALLGX minimum initial investment amount?
  6. Does ALLGX have any sales loads or 12b-1 distribution expenses?
  7. What is ALLGX beta? How would you assess ALLGX risk?
  8. What is ALLGX Finny Score? ALLGX buy or sell?
  9. What are the pros of investing in ALLGX? What are ALLGX buy reasons?
  10. What are the cons of investing in ALLGX? What are ALLGX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Allianz Funds Multi-Strategy Trust: AllianzGI Best Styles Global Equity Fund; Class A Shares (ALLGX).

2. What are ALLGX top holdings?

ALLGX has 647 stock holdings and 0 bond holdings.

The top 10 holdings represent 15.11% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 3.76%
Microsoft Corp MSFT 2.66%
Amazon.com Inc AMZN 2.18%
Alibaba Group Holding Ltd ADR BABA 1.23%
Tencent Holdings Ltd 00700 1.06%
NVIDIA Corp NVDA 1.02%
Alphabet Inc A GOOGL 0.92%
Alphabet Inc Class C GOOG 0.91%
Procter & Gamble Co PG 0.69%
Johnson & Johnson JNJ 0.68%

3. What is ALLGX performance? What are ALLGX historical returns?

ALLGX has generated the following returns:

  • 1-month return is 2.61%;
  • 3-month return is 9.00%;
  • 1-year return is 9.00%;
  • 3-year return is 5.99%;
  • 5-year return is 7.56%.

4. What is ALLGX dividend yield?

ALLGX yield is %.

5. What is ALLGX minimum initial investment amount?

ALLGX minimum initial investment amount is $1.00K.

6. Does ALLGX have any sales loads or 12b-1 distribution expenses?

ALLGX 12b-1 distribution fee is 0.25. ALLGX front-end sales load is 5.5. ALLGX back-end sales load is 0.

7. What is ALLGX beta? How would you assess ALLGX risk?

ALLGX Beta

Analysis

8. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 0 reasons to buy and 2 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

9. What are the pros of investing in ALLGX? What are ALLGX buy reasons?

We don't see any strong reasons to buy ALLGX.

10. What are the cons of investing in ALLGX? What are ALLGX negatives?

The following are ALLGX weaknesses from our perspective:

  • ALLGX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.5%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the ALLGX review, we covered ALLGX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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