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ALLIANZ FUNDS PROFILE 
All data as of 11.30.08, unless otherwise indicated. 
Allianz Global Investors Multi-Style Fund A (PALAX)
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Fund Overview
Highlights
  • The Fund provides instant diversification among stocks and bonds through investment in PIMCO and Allianz equity and PIMCO fixed-income portfolios.
  • Ideal investment for retirement plans and streamlined portfolios.
  • The Fund uses the diverse investment experience offered by the underlying Allianz and PIMCO Funds. Portfolio allocation is assigned by the Portfolio Manager with input from the sub-advisors and is updated on a regular basis.
Investment Process

Allianz Global Investors Multi-Style Fund seeks to utilize the diverse investment expertise offered by Allianz Global Investors affiliated investment firms. The portfolio allocation is assigned by the Portfolio Manager with input from the sub-advisors and is updated on a regular basis. Factors such as economic forecasts, standard deviation, management trends, and alpha potential all contribute to the final portfolio breakdown. This is then monitored and measured versus a blended index in an effort to maximize exposure to those areas adding value within a relative risk/reward framework.
At A Glance
Symbol Lookup
 
Symbol
CUSIP
A Shares
PALAX
018920306
Objective
Seeks long-term capital appreciation and current income

Primary Portfolio
50 - 70% stock funds, 30 - 50% bond funds

Total Fund Assets (in millions)
$177.6

Inception Date
Sep 30, 1998

Dividend Frequency
Quarterly

Maximum Sales Charge
5.50%

Expense Ratio
1.320%

> Share Class Pricing

Manager
Ara Jelalian


 Ara J. Jelalian is a Director and Senior Portfolio Manager of International Equity/Global Asset Allocation at RCM.

Management Firm
RCM Capital Management LLC (RCM)

San Francisco, California

RCM is a truly global asset manager and a company of Allianz Global Investors. The firm operates across three continents and five time zones from six international offices- San Francisco, London, Frankfurt, Hong Kong, Tokyo and Sydney. RCM's range of investment solutions spans the market cap and style spectrum and reaches from regional and global strategies to multi-asset and structured products.



> 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 ensure against loss.

 

The portfolio's performance will depend on how its assets are allocated and reallocated among constituent Funds. There is no assurance that the investment objective of any underlying fund will be achieved. The allocation among those Funds will vary, and the Fund may be subject to any and all of the following risks at different times and to different degrees. Investing in smaller companies may entail greater risk than investing in larger companies, including higher volatility. Investing in foreign securities may entail greater risk due to foreign economic and political developments; this risk may be enhanced when investing in emerging markets. High-yield bonds typically have a lower credit rating than other bonds. Lower rated bonds generally involve a greater risk to principal than higher rated bonds. The underlying funds may at times invest in mortgage-related securities, and may use derivative instruments for hedging purposes or as part of an investment strategy. 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 those instruments. Although each portfolio normally invests in a number of different underlying funds, it will be particularly sensitive to the risks associated with the individual Fund(s) and any investments in which that Fund concentrates.

 

PIMCO Funds and Allianz Funds are distributed by 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 here to view the Fund's top ten holdings and current sector weightings.

All holdings are subject to change.

 

Click here to view the Fund's current standardized performance.
CLICK TO VIEW OUR BUSINESS CONTINUITY PLAN, PROXY POLICIES & VOTING RECORDS, OR OUR PRIVACY POLICY.
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