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The investment seeks long term capital appreciation with preservation of capital as an important intermediate-term objective. The fund is a fund of funds that seeks to achieve its investment objective primarily by investing approximately 95% of its assets in a combination of three underlying funds. It will allocate its assets to AZL T. Rowe Price Capital Appreciation Fund, AZL S&P 500 Index Fund, and AZL Enhanced Bond Index Fund. Under normal market conditions, the fund will allocate approximately 95% of its assets to the underlying funds, and approximately 5% of its assets may be invested in equity and/or fixed income futures, which generally are liquid.
Name | Title | Since | Until |
---|---|---|---|
Josiah Highmark | Portfolio Manager | 2022 | Now |
Biography | Josiah Highmark is an Assistant Vice President at the Adviser. Mr. Highmark has served as Portfolio Manager for the Fund since December 2020. Mr. Highmark joined the Adviser in June of 2020. Previously, Mr. Highmark managed ETF and indexed funds at Invesco from 2014 to 2020, most recently as Manager, Portfolio Management Analysts. | ||
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 | 2014 | 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. | ||
Sumit Mundhra | - | 2020 | 2022 |
Biography | Mr. Mundhra joined Allianz Life Insurance Company of North America, the parent of the Manager, in 2013. Mr. Mundhra has 12 years of experience in derivative markets and market risk management primarily focused on interest rate, credit, and equity derivatives valuation and Hedging. | ||
Mark Glad | portfolio manager | 2014 | 2020 |
Biography | Mr. Glad joined Allianz Life Insurance Company of North America (Allianz Life), the parent of Allianz Investment Management LLC, in 2011. Prior to joining Allianz Life, Mr. Glad served as a Consultant for General Mills from June 2010 until October 2010, an Analyst for Exeact from April 2009 until November 2009 and a Customer Operations Manager to 3M from October 2006 until January 2009. |
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