Ratings & Risk for Allianz CCM Mid Cap Instl (PMGIX)

Morningstar Category: Mid-Cap Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Average
    		238
    5-Year Below Average Average
    		208
    10-Year Above Average Low
    		136
    Overall Average Below Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 22.39 -0.45 -0.35
    5-Year 19.09 0.18 -0.04
    10-Year 18.68 0.43 0.12
    15-Year 17.74 0.78 0.32
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 83.10 0.79 -1.64
    3-Year 81.07 1.03 0.18
    5-Year 78.66 1.06 0.65
    10-Year 55.20 0.86 4.39

    S&P 500 TR

    Trailing data as of 10/31/2009