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15 important things you should know about Allianz Global Investors PGWCX mutual fund

Updated: September 28, 2020
57
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

  1. Describe Allianz Funds: AllianzGI Focused Growth Fund; Class C Shares (PGWCX).
  2. What are PGWCX holdings?
  3. What is PGWCX performance? What are PGWCX historical returns?
  4. How many up and down years did PGWCX have historically?
  5. What is PGWCX dividend yield?
  6. What is PGWCX minimum initial investment amount?
  7. What is PGWCX expense ratio?
  8. Does PGWCX have any sales loads or 12b-1 distribution expenses?
  9. What is PGWCX tax efficiency (tax-cost ratio)?
  10. What is PGWCX beta? How would you assess PGWCX risk?
  11. What is PGWCX Sharpe ratio?
  12. What is PGWCX Finny Score? PGWCX buy or sell?
  13. What are the pros of investing in PGWCX? What are PGWCX buy reasons?
  14. What are the cons of investing in PGWCX? What are PGWCX sell reasons?

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

Fact Sheet

1. Describe Allianz Funds: AllianzGI Focused Growth Fund; Class C Shares (PGWCX).

The Fund seeks long-term growth of capital, with income as an incidental consideration. The Fund seeks to achieve its objective by investing at least 65% of its assets in common stocks of growth companies with market capitalizations of at least $5 billion.

2. What are PGWCX top holdings?

PGWCX has 43 stock holdings and 0 bond holdings.

The top 10 holdings represent 47.78% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 10.45%
Apple Inc AAPL 7.65%
Amazon.com Inc AMZN 6.52%
Facebook Inc A FB 4.68%
Visa Inc Class A V 4.29%
Mastercard Inc A MA 3.33%
PayPal Holdings Inc PYPL 3.14%
Union Pacific Corp UNP 2.63%
S&P Global Inc SPGI 2.61%
Salesforce.com Inc CRM 2.48%

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

PGWCX has generated the following returns:

  • 1-month return is -1.80%;
  • 3-month return is 15.38%;
  • 1-year return is 40.65%;
  • 3-year return is 19.99%;
  • 5-year return is 16.89%;
  • 10-year return is 15.92%;
  • 15-year return is 11.63%.

4. How many up and down years did PGWCX have historically?

In the last 10 years, PGWCX had 8 up years and 2 down years.

PGWCX up and down years

5. What is PGWCX dividend yield?

PGWCX yield is 0%.

6. What is PGWCX minimum initial investment amount?

PGWCX minimum initial investment amount is $1.00K.

7. What is PGWCX expense ratio?

PGWCX expense ratio is 1.77%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

PGWCX expenses

8. Does PGWCX have any sales loads or 12b-1 distribution expenses?

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

9. What is PGWCX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 4.51%;
  • 3-year ax cost ratio is 3.05%.
PGWCX tax costs

10. What is PGWCX beta? How would you assess PGWCX risk?

  • 3-year beta is 1.09;
  • 5-year beta is 1.07;
  • 10-year beta is 1.05.
PGWCX Beta

11. What is PGWCX Sharpe ratio?

  • 3-year Sharpe ratio is 0.83;
  • 5-year Sharpe ratio is 0.77;
  • 10-year Sharpe ratio is 1.00.
PGWCX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 57. Our quantitative analysis shows 4 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 57.

13. What are the pros of investing in PGWCX? What are PGWCX buy reasons?

The following are PGWCX strengths from our perspective:

  • <strong>PGWCX 3-year return</strong> is 19.99%, which is in line with the 3-year return of the benchmark index (Russell 1000 Growth TR USD), 20.53%.
  • <strong>PGWCX 5-year return</strong> is 16.89%, which is in line with the 5-year return of the benchmark index (Russell 1000 Growth TR USD), 18.39%.
  • <strong>PGWCX 10-year return</strong> is 15.92%, which is in line with the 10-year return of the benchmark index (Russell 1000 Growth TR USD), 16.95%.
  • <strong>PGWCX 15-year return</strong> is 11.63%, which is in line with the 15-year return of the benchmark index (Russell 1000 Growth TR USD), 11.85%.

14. What are the cons of investing in PGWCX? What are PGWCX negatives?

The following are PGWCX weaknesses from our perspective:

  • <strong>PGWCX net assets</strong> are $45.60 million. This fund is not a popular choice with retail investors.
  • <strong>PGWCX expense ratio</strong> is 1.77%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the PGWCX review, we covered PGWCX 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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