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Mutual Fund Insights: AIM Moderate Growth Allocation A Fund (AAMGX)

In-depth Analysis of AIM Moderate Growth Allocation A Fund (AAMGX)

Mutual fund chart: AIM Moderate Growth Allocation A Fund (AAMGX)

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See AIM Moderate Growth Allocation A Fund (AAMGX) performance details as of February 28, 2010

  

    Last Trade: $10.13 on 3/19/2010, Change: -0.06 (-0.59%)
Experiment our closing price forecasting tool for AIM Moderate Growth Allocation A Fund (AAMGX) (alpha release)

  

Fund Manager - Gary K Wendler

Fund Manager Tenure: 4.4 years   [Similar Funds: AAMYX ]
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Gary K Wendler is a portfolio manager and the director of Research and Product Development of AIM Advisors with which Gary K Wendler has been associated since 1995.  Get more insights on Gary K Wendler

  

What we like about AIM Moderate Growth Allocation A Fund (AAMGX) What we like about AIM Moderate Growth Allocation A Fund (AAMGX)

Data for AIM Moderate Growth Allocation A Fund (AAMGX) as of February 28, 2010

  • AIM Moderate Growth Allocation A Fund (AAMGX) management has been with AIM Moderate Growth Allocation A Fund for 4.4 years
  • AIM Moderate Growth Allocation A Fund (AAMGX) has an annual stock turnover rate of 19.00% vs Large Blend average of 79.86%. It is good that AIM Moderate Growth Allocation A management does not trade extensively for its return.
  • AIM Moderate Growth Allocation A Fund (AAMGX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.98, lower than category average of 20.62
  • AIM Moderate Growth Allocation A Fund (AAMGX) has a lower management fee than its Large Blend average: 0.37% vs 1.11%

  

What we are cautious about AIM Moderate Growth Allocation A Fund (AAMGX) What we are cautious about AIM Moderate Growth Allocation A Fund (AAMGX)

Data for AIM Moderate Growth Allocation A Fund (AAMGX) as of February 28, 2010

  • AIM Moderate Growth Allocation A Fund is a focused fund with 84.15% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Moderate Growth Allocation A Fund (AAMGX) has a less-than-ideal short-term performance (1-year return 48.02% vs 53.54 % Large Blend category average)
  • AIM Moderate Growth Allocation A Fund (AAMGX) has a less-than-ideal mid-term performance (3-year return -4.56% vs -5.77 % Large Blend category average)
  • AIM Moderate Growth Allocation A Fund (AAMGX) ratio of up-years vs down years can be improved
  • AIM Moderate Growth Allocation A Fund (AAMGX) has a Morningstar rating of 3 and below
  • AIM Moderate Growth Allocation A Fund (AAMGX) carries a 5.5% load
See AIM Moderate Growth Allocation A Fund (AAMGX) performance details as of February 28, 2010

  

  

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AIM Moderate Growth Allocation A Fund (AAMGX) Net Asset

Track net asset change of AIM Moderate Growth Allocation A fund (AAMGX)

DateNet Asset
02/2010$280.26M
01/2010$176.08M
11/2009$245.49M
More historic net asset information on AIM Moderate Growth Allocation A Fund (AAMGX)

  

AIM Moderate Growth Allocation A Fund (AAMGX) Portfolio Allocation

Track portfolio allocation change of AIM Moderate Growth Allocation A fund (AAMGX)

DateCashStockBondOther
09/20093.67%61.23%19.35%15.75%
06/20094.11%60.09%18.95%16.85%
03/20097.26%70.4%21.23%1.11%
Click here to see more historic asset allocation information on AIM Moderate Growth Allocation A Fund (AAMGX)

  

Most Recent Top 10 Holdings in AIM Moderate Growth Allocation A Fund (AAMGX)

Discover what AIM Moderate Growth Allocation A Fund (AAMGX) manager is buying

30-Sep-09
AIM INVT FDS [16.35%]
AIM International Growth I [10.97%]
AIM Intl Core Equity Inst [10.73%]
AIM High Yield Inst [10.33%]
AIM Core Bond Inst [10.27%]
AIM Large Cap Growth Inst [5.8%]
AIM Structured Growth I [5.76%]
AIM Multi-Sector Inst [5.17%]
AIM Large Cap Basic Value Inst [4.83%]
AIM Structured Value I [4.82%]

30-Jun-09
AIM INVT FDS [16.35%]
AIM International Growth I [10.97%]
AIM Intl Core Equity Inst [10.73%]
AIM High Yield Inst [10.33%]
AIM Core Bond Inst [10.27%]
AIM Large Cap Growth Inst [5.8%]
AIM Structured Growth I [5.76%]
AIM Multi-Sector Inst [5.17%]
AIM Large Cap Basic Value Inst [4.83%]
AIM Structured Value I [4.82%]

31-Mar-09
AIM Core Bond Inst [14.32%]
AIM High Yield Inst [12.36%]
AIM International Growth I [10.62%]
AIM Intl Core Equity Inst [9.82%]
AIM Large Cap Growth Inst [8.39%]
AIM Structured Growth I [7.82%]
AIM Structured Value I [6.91%]
AIM Multi-Sector Inst [6.52%]
AIM Small Cap Equity Instl [6.47%]
AIM Large Cap Basic Value Inst [5.3%]
Click here for Stock Holding Change Map in AIM Moderate Growth Allocation A Fund (AAMGX)

  

Related books and products to AIM Moderate Growth Allocation A Fund (AAMGX)

  

Latest News on AIM Moderate Growth Allocation A (AAMGX)

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