AllianzGI Focused Growth R (PPGRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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AllianzGI Focused Growth R
Allianz Funds
1633 BROADWAY
New York, NY 10109
800-243-1574
Management information
Nina Gupta,Lead manager since 31 March 2021
Ms. Gupta is a portfolio manager, a managing director and Director of Research for the US with Allianz Global Investors, which she joined in 2014. Ms. Gupta was previously a member of the Financial Institutions research team, responsible for analytical coverage of the financial sector. She has 18 years of investment industry experience. Before joining the firm, Ms. Gupta was a senior research analyst with Portales Partners and a portfolio manager with Trellus Management Company. Before that, she was an auditor and consultant with KPMG. Ms. Gupta has a B.A. in psychology, summa cum laude, from the University of California, Los Angeles, and an M.B.A. in finance from The Wharton School, The University of Pennsylvania. She is a CFA charterholder and certified public accountant (inactive).
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyVirtus
Net assets1.4B
YTD return4.15%
Yield0.00%
Morningstar rating★★★★
Inception date30 Dec 2002
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover63.00%
Average for categoryN/A
Fees and expenses
ExpensePPGRXCategory average
Annual report expense ratio (net)1.27%0.99%
Prospectus net expense ratio1.27%N/A
Prospectus gross expense ratio1.29%N/A
Max 12b1 fee0.50%N/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection405N/A
5-yr expense projection703N/A
10-yr expense projection1,550N/A
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