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Fund Intelligence | Best Managers | AADYX Insights | AADYX Score | AADYX Performance | AADYX Manager | AADYX News | AADYX Allocation | AADYX Holdings Change

Mutual Fund Insights: AIM Growth Allocation Y Fund (AADYX)

In-depth Analysis of AIM Growth Allocation Y Fund (AADYX)

Mutual fund chart: AIM Growth Allocation Y Fund (AADYX)

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See AIM Growth Allocation Y Fund (AADYX) performance details as of January 31, 2010

  

    Last Trade: $10.35 on 3/18/2010, Change: -0.03 (-0.29%)
Experiment our closing price forecasting tool for AIM Growth Allocation Y Fund (AADYX) (alpha release)

  

Fund Manager - Gary K Wendler

Fund Manager Tenure: 4.9 years   [Similar Funds: AADAX  AADCX  AADIX  AADRX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Wendler is a portfolio manager and the director of Research and Product Development of AIM Advisors with which he has been associated since 1995.  Get more insights on Gary K Wendler

  

What we like about AIM Growth Allocation Y Fund (AADYX) What we like about AIM Growth Allocation Y Fund (AADYX)

Data for AIM Growth Allocation Y Fund (AADYX) as of January 31, 2010

  • AIM Growth Allocation Y Fund (AADYX) management has been with AIM Growth Allocation Y Fund for 4.9 years
  • AIM Growth Allocation Y Fund (AADYX) has good short-term performance (1-year return 36.15% vs 34.15% Large Blend category average)
  • AIM Growth Allocation Y Fund (AADYX) has good Long-term performance (5-year return 1.30% vs 0.19% Large Blend category average)
  • AIM Growth Allocation Y Fund (AADYX) ratio of up-years vs down years is greater than 2
  • AIM Growth Allocation Y Fund (AADYX) has a Morningstar rating of 4 and above
  • AIM Growth Allocation Y Fund (AADYX) has an annual stock turnover rate of 16.00% vs Large Blend average of 80.36%. It is good that AIM Growth Allocation Y management does not trade extensively for its return.
  • AIM Growth Allocation Y Fund (AADYX) has a lower management fee than its Large Blend average: 1.01% vs 1.10%
  • AIM Growth Allocation Y Fund (AADYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM Growth Allocation Y Fund (AADYX) What we are cautious about AIM Growth Allocation Y Fund (AADYX)

Data for AIM Growth Allocation Y Fund (AADYX) as of January 31, 2010

  • AIM Growth Allocation Y Fund is a focused fund with 91.11% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Growth Allocation Y Fund (AADYX) has a less-than-ideal mid-term performance (3-year return -7.41% vs -7.17% Large Blend category average)
  • AIM Growth Allocation Y Fund (AADYX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.2 that is higher than category average of 20.52
See AIM Growth Allocation Y Fund (AADYX) performance details as of January 31, 2010

  

  

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AIM Growth Allocation Y Fund (AADYX) Net Asset

Track net asset change of AIM Growth Allocation Y fund (AADYX)

DateNet Asset
01/2010$1.29M
11/2009$1.36M
10/2009$1.28M
More historic net asset information on AIM Growth Allocation Y Fund (AADYX)

  

AIM Growth Allocation Y Fund (AADYX) Portfolio Allocation

Track portfolio allocation change of AIM Growth Allocation Y fund (AADYX)

DateCashStockBondOther
09/20093.3%73%4.86%18.84%
06/20093.27%71.82%4.9%20.01%
03/20094.4%89.73%5.72%0.15%
Click here to see more historic asset allocation information on AIM Growth Allocation Y Fund (AADYX)

  

Most Recent Top 10 Holdings in AIM Growth Allocation Y Fund (AADYX)

Discover what AIM Growth Allocation Y Fund (AADYX) manager is buying

30-Sep-09
AIM Balanced-Risk Allocation Instl [19.76%]
AIM International Growth I [12.52%]
AIM Intl Core Equity Inst [12.25%]
AIM Multi-Sector Inst [8.66%]
AIM Large Cap Growth Inst [7.08%]
AIM Small Cap Growth I [7.04%]
AIM Structured Growth I [7.02%]
AIM Large Cap Basic Value Inst [6.07%]
AIM Structured Value I [6.05%]
AIM High Yield Inst [5.19%]

30-Jun-09
AIM INVT FDS [19.76%]
AIM International Growth I [12.52%]
AIM Intl Core Equity Inst [12.25%]
AIM Multi-Sector Inst [8.66%]
AIM Large Cap Growth Inst [7.08%]
AIM Small Cap Growth I [7.04%]
AIM Structured Growth I [7.02%]
AIM Large Cap Basic Value Inst [6.07%]
AIM Structured Value I [6.05%]
AIM High Yield Inst [5.19%]

31-Mar-09
AIM International Growth I [12.94%]
AIM Intl Core Equity Inst [11.95%]
AIM Multi-Sector Inst [11.65%]
AIM Large Cap Growth Inst [10.9%]
AIM Small Cap Growth I [10.71%]
AIM Structured Growth I [10.16%]
AIM Structured Value I [9.26%]
AIM Large Cap Basic Value Inst [7.1%]
AIM High Yield Inst [6.63%]
AIM Dynamics Instl [4.82%]
Click here for Stock Holding Change Map in AIM Growth Allocation Y Fund (AADYX)

  

Related books and products to AIM Growth Allocation Y Fund (AADYX)

  

Latest News on AIM Growth Allocation Y (AADYX)

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