Allianz US Equity Fund Class C Shares Accumulation

Allianz US Equity Fund Class C Shares Accumulation
Allianz Global Investors GmbH
Open Ended Investment Company
North America
0.91 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.4 %
S&P 500 TR USD
The Allianz US Equity Fund aims to achieve capital growth through investment in leading North American companies. The Fund invests mainly in the larger companies of the United States of America considered to have good prospects for increasing profits and selling on attractive price/earnings ratios. Investments may also be made in Canadian companies and, if particular opportunities are presented, investments may be made in medium and occasionally smaller sized US companies. The Fund’s portfolio is based on the sector weightings of the US stock market and emphasis is placed on sectors expected to out perform relative to the market.
Holding %
Microsoft Corp 6.20 %
Apple Inc 3.71 %
The Walt Disney Co 3.44 %
Mastercard Inc A 3.37 %
General Electric Co 3.28 %
JPMorgan Chase & Co 3.12 %
Merck & Co Inc 2.89 %
Alphabet Inc A 2.60 %
PayPal Holdings Inc 2.48 %
Coca-Cola Co 2.48 %
Region %
United States 100.00 %
Sector %
Technology 24.84 %
Financial Services 18.24 %
Healthcare 13.22 %
Consumer Defensive 11.13 %
Industrials 10.90 %
Consumer Cyclical 9.88 %
Allianz Global Investors GmbH
60323, Frankfurt am Main, Germany
Legal Structure
Open Ended Investment Company


Jeffrey Parker
Joined 06/18/2015

Mr. Parker is a senior portfolio manager, a managing director and CIO Equity US with Allianz Global Investors, which he joined in 1999. He is also a member of the firm’s US Executive Committee. In addition, Mr. Parker oversees the Small Cap and Systematic Equity teams.

Steven Berexa
Joined 10/14/2013

Mr. Berexa is a senior portfolio manager, a managing director and Global CIO Equity with Allianz Global Investors, which he joined in 1997. He is a portfolio manager for the Disciplined Equity, Global Fundamental and Global Insights strategies; he is also a member of the Global Executive Committee. In previous roles, Mr. Berexa was Global Head of Research, US director of research and head of the US Technology team.

Data provided by Morningstar.

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