AllianzGI Best Styles U.S. Equity Fund Class R6 (ALSEX)
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AllianzGI Best Styles U.S. Equity Fund Class R6
Allianz Funds Multi-strategy Trust
C/O Allianz Global Investors,1633 Broadway
New York NY 10019
800-498-5413
Management Information
Michael Heldmann,Lead Manager since July 14, 2015
Mr. Heldmann is a senior portfolio manager, a director and Head of Best Styles North America with Allianz Global Investors, which he joined in 2007. He is responsible for developing the Best Styles US Equity team while building on its research capabilities. Mr. Heldmann previously managed Best Styles Emerging Markets and Best Styles Europe Equity products. Before joining the firm, Mr. Heldmann worked for the international laboratory CERN in Geneva, Switzerland, as a particle physics researcher. He has a master’s degree in physics from the University of Mainz, Germany, and a Ph.D. from the University of Freiburg, Germany. Mr. Heldmann is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
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Fund Overview
CategoryLarge Blend
Fund FamilyAllianz Global Investors
Net Assets30.3M
YTD Return-4.75%
Yield3.35%
Morningstar Rating★★★
Inception DateNov 30, 2014
Fund Operations
Last Dividend0.21
Last Cap Gain0.00
Holdings Turnover33.00%
Average for CategoryN/A
Fees & Expenses
ExpenseALSEXCategory Average
Annual Report Expense Ratio (net)0.40%0.84%
Prospectus Net Expense Ratio0.40%N/A
Prospectus Gross Expense Ratio0.59%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection170N/A
5 Yr Expense Projection310N/A
10 Yr Expense Projection720N/A
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