Class:
M
Document Download:
Investment Objective:
The Fund strives to consistently outperform the Russell 1000 Value Index and value benchmarks over the long-term. The Fund will buy attractive companies at value prices in accordance with rigorous price discipline based on discounting future cash earnings, and will hold for the long-term.
The Sub-Advisor:
NFJ Investment Group was founded in 1989 and is located in Dallas, Texas. NFJ employs a deep value equity investment style emphasizing fundamentally sound, undervalued, dividend-paying stocks that contribute to the total return while helping to moderate volatility. The firm is a wholly owned subsidiary of Allianz Global Investors Managed Accounts LLC. Allianz Global Investors currently manage over €250 billion¹ in assets.
Risk/Return Rating:
3
Fund Advisor:
NFJ Investment Group
Benchmark Index:
Russell 1000 Value