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Overview of AllianzGI NFJ Small-Cap Value Institutional Fund (PSVIX)

AllianzGI NFJ Small-Cap Value Institutional ( PSVIX ) seeks both long-term appreciation of capital and income. PSVIX invests the majority of its assets in equity securities of companies with smaller market capitalizations that range between $100 million and $4 billion. PSVIX offers dividends and capital gains at least annually.

This Small Value fund, as of the last filing, allocates their fund in three major groups; High Yield Bond, Small Value, Large Value. Further, as of the last filing, ALLETE INC, INGREDION INC and ORBITAL ATK INC were the top holdings for PSVIX.

The AllianzGI NFJ Small-Cap Value Institutional fund, managed by Allianz , carries an expense ratio of 0.78.

PSVIX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 7.44% and 5 year 7.10%. To see how this fund performed compared in its category, please click here .

PSVIX's performance, as of the last filing, when compared to funds in its category was in the top 73% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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