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The investment seeks long-term capital appreciation. The fund is a fund of funds that seeks to achieve its goal by investing primarily in a combination of three underlying funds: AZL DFA International Core Equity Fund, AZL DFA U.S. Core Equity Fund, and AZL Enhanced Bond Index Fund. The Manger will allocate approximately 60% of its assets in the underlying equity funds and approximately 40% of its assets in the underlying bond fund.
Name | Title | Since | Until |
---|---|---|---|
Brian Mong | portfolio manager | 2016 | Now |
Biography | Brian Mong joined Allianz Life Insurance Company of North America (Allianz Life), the parent of the Manager, in January 2012 and he has been a portfolio manager since October 2016. Prior to joining Allianz Life, Mr. Mong served as an Investment Consultant for Securian Financial Group, Inc. from January 2009 to January 2012. Mr. Mong also served as a Whole Loan Analyst for GMAC Residential Capital LLC from December 2005 to November 2008. | ||
Brian Muench | Portfolio Manager | 2010 | Now |
Biography | Brian Muench, CFA, president of the Manager and portfolio manager, since November 2010. He joined Allianz Life Insurance Company of North America (Allianz Life in 1998. Mr. Muench served as vice president of the Manager from 2005 until he was elected interim president in 2010. Previously, Mr. Muench held positions with The Principal Financial Group. . Mr. Muench is also a vice president of Allianz Life Insurance Company of North America and the president, a trustee and chair of the Trust and the Allianz Variable Insurance Products Trust (the "VIP Trust"). | ||
Darin Egbert | Assistant Vice President | 2020 | 2022 |
Biography | Mr. Egbert joined Allianz Life Insurance Company of North America (Allianz Life), the parent of the Manager, in 2003. Mr. Egbert served as Senior Investment Analyst from 2003 until he was promoted to Principal in 2006.Mr. Egbert is an assistant vice president of Allianz Investment Management LLC. | ||
Darin Egbert | Assistant Vice President | 2013 | 2016 |
Biography | Mr. Egbert joined Allianz Life Insurance Company of North America (Allianz Life), the parent of the Manager, in 2003. Mr. Egbert served as Senior Investment Analyst from 2003 until he was promoted to Principal in 2006.Mr. Egbert is an assistant vice president of Allianz Investment Management LLC. | ||
Jeffrey Kletti | President | 2009 | 2010 |
Biography | Kletti is the portfolio manager of the Funds. He is a and joined Allianz Life Insurance Company of North America (Allianz Life), the parent of the Manager, in 2000.Kletti served as senior vice president of the Manager from its inception in 2001 until he was elected its president in 2005. Previously, He held positions with Fortis Financial Group, IAI Mutual Funds, and Kemper Financial Services. Kletti holds the Chartered Financial Analyst Designation. |
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