9 important things you should know about Allianz Global Investors AZUIX mutual fund
Updated: October 29, 2021
Bull case
No sales load or distribution fees
Bear case
Low net assets

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

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

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

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

  1. Describe Allianz Funds Multi-Strategy Trust: AllianzGI US Equity Hedged Fund; Institutional Class Shares (AZUIX).
  2. What are AZUIX holdings?
  3. What is AZUIX performance? What are AZUIX historical returns?
  4. What is AZUIX dividend yield?
  5. What is AZUIX minimum initial investment amount?
  6. Does AZUIX have any sales loads or 12b-1 distribution expenses?
  7. What is AZUIX Finny Score? AZUIX buy or sell?
  8. What are the pros of investing in AZUIX? What are AZUIX buy reasons?
  9. What are the cons of investing in AZUIX? What are AZUIX 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 US Equity Hedged Fund; Institutional Class Shares (AZUIX).

2. What are AZUIX top holdings?

AZUIX has 0 stock holdings and 0 bond holdings.

The top 9 holdings represent 99.36% of total assets. Here are the top holdings:

Name Symbol % Assets
SPDR® S&P 500 ETF Trust SPY 97.03%
S&P 500 Put Sep20 N/A 0.59%
S&P 500 Put Jun20 N/A 0.48%
S&P 500 Put Jul20 N/A 0.41%
S&P 500 Put Aug20 N/A 0.38%
S&P 500 Put Mar21 N/A 0.24%
S&P 500 Call May20 N/A 0.19%
S&P 500 Put May20 N/A 0.04%
S&P 500 Call Jun20 N/A N/A

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

AZUIX has generated the following returns:

  • 1-month return is 2.95%;
  • 3-month return is -0.17%;
  • 1-year return is -0.17%;
  • 3-year return is 3.83%;
  • 5-year return is 3.46%.

4. What is AZUIX dividend yield?

AZUIX yield is %.

5. What is AZUIX minimum initial investment amount?

AZUIX minimum initial investment amount is $25.00K.

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

AZUIX 12b-1 distribution fee is 0. AZUIX front-end sales load is 0. AZUIX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in AZUIX? What are AZUIX buy reasons?

The following are AZUIX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in AZUIX? What are AZUIX negatives?

The following are AZUIX weaknesses from our perspective:

  • AZUIX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the AZUIX review, we covered AZUIX 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.