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ALLIANZ FUNDS PROFILE 
All data as of 07.31.08, unless otherwise indicated. 
Allianz RCM Mid-Cap Fund A (RMDAX)
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Fund Overview
Highlights
  • The management team employs a “bottom-up” investment process, utilizing proprietary GrassrootsSM Research to affirm company analysis or macroeconomic trends.
  • Mid-cap stocks generally offer greater growth potential than large-cap stocks with less volatility than small-cap stocks.
  • Emphasizes stocks with higher-than-average growth multiples, competitively-positioned businesses and reasonable valuations.

 
Investment Process

As a “bottom-up” manager, RCM evaluates each investment idea by assessing the company's prospects for growth, quality and valuation. RCM has two separate research platforms: Fundamental and GrassrootsSM Research. The investment team's extensive experience and proprietary investment tools allow information to be processed quickly. After the quantitative and qualitative information has been gathered, the Team constructs portfolios that are typically 80% bottom-up and 20% top-down. The top-down process leverages the expertise of our internal economics and investment staff, developing a perspective regarding relative sector performance. The Team selects the individual names that meet the firm's valuation discipline and suit strategic sector/industry themes. The goal is to create a portfolio with growth characteristics above the benchmark.
At A Glance
Symbol Lookup
 
Symbol
CUSIP
A Shares
RMDAX
18919704
Objective
Seeks long-term capital appreciation

Primary Portfolio
Small to medium capitalization equity securities.

Total Fund Assets (in millions)
$72.0

Inception Date
Nov 6, 1979

Dividend Frequency
Annual

Maximum Sales Charge
5.50%

Expense Ratio *
1.170%

> Share Class Pricing

Manager
Steven Klopukh

Steven Klopukh is Vice President of U.S. Mid-Cap Equities and is a member of the RCM Mid-Cap Team. He began his investment career in 1997 and joined RCM in 2002.

Manager
Louise M. Laufersweiler

Louise Laufersweiler is Deputy CIO and Senior Portfolio Manager for RCM’s Mid Cap assets. She joined RCM in 1982 and entered the investment profession in 1980.

Management Firm
RCM Capital Management LLC (RCM)

San Francisco, California

A fundamental growth equity manager, RCM seeks to invest in high-quality companies using a bottom-up, research-driven investment strategy. Uniquely, RCM's research analysts are complemented by the firm's GrassrootsSM Research division, an extensive market research network.



> 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.

*Expense Ratio reflects any contractual expense reductions currently in place for this fund.

 

Past performance is no guarantee of future results. Investment return and the principal value of an investment will fluctuate; shares may be worth more or less than original cost when redeemed.

 

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.

 

This Fund normally invests 80% of its assets in small- to medium-sized U.S. companies. Investments in smaller companies may be more volatile than investments in larger companies. This fund may invest up to 10% in foreign issuers, which may entail greater risk due to foreign economic and political developments; this risk may be enhanced when investing in emerging markets. This Fund may use derivative instruments for hedging purposes or as part of its investment strategy. Use of these 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.

 

GrassrootsSM Research is a division of RCM. Research data used to generate GrassrootsSM Research recommendations is received from reporters and field force investigators who work as independent contractors for broker-dealers. Those broker-dealers supply research to RCM and certain of its affiliates that is paid for by commissions generated by orders executed on behalf of RCM's clients.

 

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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