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AZDIX AllianzGI Global Fundamental Strat Instl

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Fund AZDIX AllianzGI Global Fundamental Strat Instl SGHIX Sextant Global High Income  
100% 86%
Annual Fees
(1.01% Exp. Ratio)
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.23% annual return
$25,567.27 $26,513.61
Est. savings over 30 yrs +$946.34
As of 12/31/16
1 YR RETURN 4.88%
3 YR 2.31%
5 YR --
10 YR --
1 YR RETURN 19.54%
3 YR 2.37%
5 YR --
10 YR --
The investment seeks to generate positive real absolute returns through a complete market cycle (rolling 3-year period) by investing in a broad range of global asset classes. The fund normally invests in a broad range of U.S. and non-U.S. securities with a focus on equities, fixed income securities and related derivative instruments. It will invest at least 40% of its assets in non-U.S. securities, including emerging markets securities. The fund may have exposure to issuers in a broad range of market capitalizations, geographies and industries, as well as to fixed income and convertible instruments with a broad range of credit quality ratings and durations.
The investment seeks high income, with a secondary objective of capital preservation. The fund invests in a globally diversified portfolio of income-producing debt and equity securities. It normally includes securities from at least three countries outside the U.S. The fund invests its assets no more than 50% in common stocks, no more than 50% in securities of U.S. issuers, no more than 50% in bonds rated A3 or higher, no more than 33% in securities of emerging market issuers.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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