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ALLIANZ FUNDS PROFILE 
All data as of 11.30.08, unless otherwise indicated. 
Allianz NACM Mid-Cap Growth Fund A (ANMAX)
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About this Fund Performance Portfolio Review & Outlook Literature
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Fund Overview
Highlights
  • Investment process identifies companies experiencing positive fundamental change that is sustainable and just beginning to be recognized in the market.
  • Systematic investment process combines quantitative stock selection with a disciplined confirmation process.
  • Proprietary Mid Cap Growth Equity Model integrates stock selection decisions to create a well-diversified portfolio.
Investment Process
  • Investment universe is comprised of 800 mid-cap growth stocks located in the U.S.
  • Through a dynamic set of quantitative factors, NACM's mid cap growth equity model identifies investment opportunities based on their prospects for positive change, sustainability and timeliness.
  • The resultant model recommendations are reviewed by the portfolio management team to confirm the investment thesis.
  • Proprietary optimization techniques are utilized in an effort to construct a portfolio that balances the trade-off between risk and reward.
At A Glance
Symbol Lookup
 
Symbol
CUSIP
A Shares
ANMAX
018920454
Objective
Seeks maximum long-term capital appreciation

Primary Portfolio
Medium capitalization common stocks

Total Fund Assets (in millions)
$4.8

Inception Date
Feb 27, 2004

Dividend Frequency
At Least Annually

Maximum Sales Charge
5.50%

Expense Ratio
1.370%

> Share Class Pricing

Manager
Jane Edmondson

Jane Edmondson has been a member of the systematic team at NACM since 2000. Jane holds an M.B.A. in Finance from San Diego State University.

Manager
Mark Roemer

Mark Roemer joined Nicholas-Applegate in 2001 as a member of the Systematic team. He began his investment career in 1996.

Management Firm
Nicholas-Applegate Capital Management LLC (NACM)

San Diego, California

Nicholas-Applegate believes that investing in companies undergoing positive change with sustainable characteristics and timely market recognition will result in outstanding investment performance. This investment approach is supported by a foundation of academic research in behavioral finance indicating that investors react inefficiently to changing information. This market inefficiency presents mispricing opportunities that the firm capitalizes on to earn excess return.



> Management Commentary

Investors should consider the investment objectives, risks, charges and expenses of this Fund carefully before investing. This and other information is contained in the Fund´s prospectus, which may be obtained by contacting your financial advisor, or by calling 888-877-4626. Click here for the Fund´s prospectus. Please read this prospectus carefully before you invest or send money.
Past performance is no guarantee of future results. This is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies and opportunities. The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Diversification does not assure a profit or protect against loss. 
 
The NACM Mid-Cap Growth Fund will normally invest in common stocks of companies with medium market capitalizations. The Fund may utilize foreign currency exchange contracts, options, stock index futures contracts and other derivative instruments. In response to unfavorable market and other conditions, the Fund may deviate from its principal strategies by making temporary investments of some or all of its assets in high-quality fixed income securities, cash and cash equivalents. The stocks of medium-sized companies may be more volatile than the stocks of larger companies.  Investing in non-U.S. securities entails additional risks, including political and economic risk and the risk of currency fluctuations; these risks may be enhanced in emerging markets. Use of derivative instruments may involve certain costs and risks such as liquidity risk, interest rate risk, market risk, credit risk, management risk and the risk that a fund could not close out a position when it would be most advantageous to do so. Portfolios investing in derivatives could lose more than the principal amount invested in these instruments. Each sector of the bond market entails risk. In an environment where interest rates may trend upward, rising rates will negatively impact most fixed income securities.  © 2007 Allianz Global Investors Distributors LLC, 1345 Avenue of the Americas, New York, NY 10105-4800, www.allianzinvestors.com, 1-888-877-4626.
Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED
CLICK TO VIEW OUR BUSINESS CONTINUITY PLAN, PROXY POLICIES & VOTING RECORDS, OR OUR PRIVACY POLICY.
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