GUCAX: AllianzGI Ultra Micro Cap A
Top 10 holdings include:
Carriage Services, Inc. Common (CSV), AMN Healthcare Services, Inc. (AHS), Capital Senior Living Corporation (CSU), Spectranetics Corporation (SPNC), Barrett Business Services, Inc. (BBSI), Homeowners Choice, Inc. (HCI), TearLab Corpoartion (TEAR), PDF Solutions, Inc. (PDFS), Nautilus Group, Inc. (NLS), inContact, Inc. (SAAS).
I would invest in the mutual fund GUCAX. The name of the fund family is Allianz Funds which is in the “small growth category” which is considered to have “high risk”; however, the prices of the shares are expected to rise tremendously which would ultimately bring huge profits. Most of the sector weightings are involved in healthcare, industrial(s), and technology. All categories will always be necessary and progressing which is the main reason why I would invest in this fund. At the moment, the previous close was at 18.38 with a 0.87% growth, but for the past week the fund has had a 2.40% growth. Generally it is doing great, and is steadily increasing in market value and gaining profit(s). As of March 30, 2013 the year-to-date return is at 19.87%. Since the fund is relatively new, 3-5yr reports aren't available but are projected to do well. Morningstar gives the fund a 5-star rating. The lead manager, Mathew K. Axline, has significant experience with portfolio management; he has 12 years of investment industry experience which makes his decisions reliable.
"'But micro-caps can be worthwhile holdings', says Hal Ratner, a chief investment officer of Morningstar Investment Management. 'The smallest stocks sometimes diversify portfolios and deliver winning returns...' 'Micro-caps can be volatile, but they can give you the potential for strong returns...'"
"Another strong-performing mutual fund is AllianzGI Ultra Micro Cap , which returned 15% annually during the past five years. Portfolio Manager Bob Marren prefers companies with market capitalizations of less than $300 million. Some of his holdings are solid businesses in the early stages of a growth phase... In other instances, he will take companies that appear to be poised for turnarounds after periods of stagnation. Last year the fund enjoyed a special boost when several of its holdings were purchased at premiums by bigger companies. Marren said that his stocks often make tempting acquisition targets. 'Corporate purchasers like to buy companies with good growth prospects and low valuations,' he says."
Luxenburg, Stan. "Getting Big Returns From Tiny Stocks." TheStreet.com. Yahoo! Finance, 25 Apr. 2013. Web. 30 Apr. 2013. <http://finance.yahoo.com/news/getting-big-returns-tiny-stocks-142500251.html>.
| Top 10 Holdings (17.02% of Total Assets) |
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Victoria Feldshteyn C Band






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