• Employs a "growth-at-a-reasonable-price" philosophy, seeking to invest in stocks with strong growth potential and reasonable valuations, in order to access the potential of growth stocks and the stability of value stocks.
• Invests in mid-cap stocks, which have historically offered greater growth potential than large-cap stocks and greater liquidity than small-cap stocks.
• Management team rescreens the universe frequently and seeks to consistently achieve a favorable balance of growth and value.

Breeding Tomorrow's Leaders

Mid-cap stocks offer investors an attractive opportunity to add diversification to their portfolio, as well as invest in the breeding ground for tomorrow’s large-cap leaders. Mid-cap stocks offer dynamic growth potential as they are more nimble than larger firms, while tending to have longer histories of success than small-cap companies.

Attention to Value

Allianz CCM Mid-Cap Fund is managed by William Bannick and Robert Fitzpatrick. William Bannick is Managing Director of Cadence Capital Management and co-manager of Allianz CCM Mid-Cap Fund. He is a CFA Charterholder and received his B.S. from the University of Massachusetts and M.B.A. from Boston University.

Robert Fitzpatrick joined Cadence Capital Management in 1999 as a member of the investment team. He brings a valuable background in research and analysis to his current role as portfolio manager and Managing Director.

Performance
While past performance is no guarantee of future results, Allianz CCM Mid-Cap Fund has delivered competitive returns for its shareholders in the past. For a complete display of the Fund's returns choose the Performance tab at the top of this page.

For more information on Allianz CCM Mid-Cap Fund, choose any of the profile features at the top of this page. Or, if you prefer to have literature mailed to you, click on the Literature tab above to complete an order form.

• Quantitative screening-Apply a systematic selection screen to a universe of approximately 4,000 mid-cap stocks. Each stock is ranked by growth and price considerations.
• Qualitative research-Identify stocks with the most favorable profiles and subject these to in-depth research.
• Make investment decisions-Select the securities that offer the best combination of sound value and promising growth potential. Continually monitor and analyze the list of opportunities for additional buy candidates.
• Apply rigid sell discipline-Sell holdings when a security shows declining earnings expectations or announces a negative earnings surprise. Holdings are also sold when a security reaches excessive relative valuations and/or when a security grows to represent more than 2% of the total portfolio.

William Bannick is Chief Investment Officer, Managing Director, and Portfolio Manager at Cadence Capital Management.

Robert Fitzpatrick is a Portfolio Manager and Managing Director at Cadence Capital Management.

Mike Skillman is Chief Executive Officer, Managing Director and Portfolio Manager at Cadence Capital Management.

Boston, Massachusetts

Cadence Capital Management is a "growth-at-a-reasonable-price" equity manager investing in stocks with strong growth potential and reasonable valuations. The firm's sensible investment philosophy and disciplined approach have earned Cadence a reputation as a solid core-equity manager.