AIM Charter R Fund (CHRRX)

Fund performance review and position details on AIM Charter R Fund (CHRRX)

AIM Charter R Fund (CHRRX) Fund Statistics (January 31, 2010)

Category: Large Blend
Net Asset: $37.38M
Yield: 0.51%
Year-to-Date Return: -1.61%
Morningstar rating: 5

AIM Charter R Fund (CHRRX) Cost

Initial Investment: $0
Total Expense Ratio (Large Blend average): 1.46% (1.10%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 32.00%

AIM Charter R Fund (CHRRX) Performance

1-month Performance (Large Blend category average): -1.61% (-3.57%)
3-month Performance (Large Blend category average): 4.86% (3.99%)
1 Year Performance (Large Blend category average): 35.08% (34.15%)
3 Year Performance (Large Blend category average): -1.09% (-7.17%)
5 Year Performance (Large Blend category average): 4.11% (0.19%)
Best 3 year performance: 9.51%
Worst 3 year performance: -3.61%
Number of Years of positive return: 4 years
Number of Years of negative return: 1 years
3 year Alpha (Large Blend category average): 4.99 (0.23)
3 year Beta (Large Blend category average): 0.87 (1.01)
3 year Sharpe Ratio: -0.08
3 year Treynor: -3.53

Most Recent Top 10 Stock Holdings in AIM Charter R Fund (CHRRX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
AIM STIT Liquid Assets Inst	8.3%	N/A
PROGRESSIVE CP	2.75%	0.35%
AMER EXPRESS INC	2.58%	0.98%
Microsoft Corporation	2.53%	0.72%
Symantec Corporation	2.35%	-0.40%
AGILENT TECH INC	2.3%	-0.24%
Comcast Corporation	2.17%	0.23%
NOKIA CP ADS	1.97%	-0.48%
Berkshire Hathaway Inc. A	1.92%	N/A
	%	0.00%

*Note: The price change will reset to 0 after the midnight

AIM Charter R Fund (CHRRX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector	Weighting
Hardware	10.48%
Software	7.18%
Media	2.61%
Telecommunications	7.11%
Consumer services	7.27%
Business Services	4.57%
Financial Services	14.33%
Healthcare	19.52%
Utilities	0.00%
Consumer goods	5.44%
Energy	9.43%
Industrial materials	12.06%

AIM Charter R Fund (CHRRX) Fund Portfolio Allocation for 09/2009

Stock	85.07%
Bond	0%
Cash	14.93%
Other	0%

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• U.S. Securities and Exchange Commission Filing on AIM Charter R Fund (CHRRX)
• Google Finance page on AIM Charter R Fund (CHRRX)
• Morningstar page on AIM Charter R Fund (CHRRX)
• Yahoo Finance page on AIM Charter R Fund (CHRRX)
• MSN MoneyCentral Finance page on AIM Charter R Fund (CHRRX)
• Reuters Finance page on AIM Charter R Fund (CHRRX)

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Books and Resources

See more information on AIM Charter R Fund (CHRRX)

• AIM Charter R Fund Insights
• AIM Charter R Fund Performance Data
• AIM Charter R Fund News
• AIM Charter R Fund Score Explaination
• AIM Charter R Fund Manager Information
• Historic AIM Charter R Fund Asset Allocation Report
• Historic AIM Charter R Fund Top 10 Holding Tracking
• Historic AIM Charter R Fund Asset Under Management Tracking