Mutual Fund Insights: AIM Real Estate B Fund (AARBX)

In-depth Analysis of AIM Real Estate B Fund (AARBX)

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See AIM Real Estate B Fund (AARBX) performance details as of January 31, 2010

  

Last Trade: $19.40 on 3/17/2010, Change: +0.22 (1.15%)

  

Fund Manager - Joe V. Rodriguez

Fund Manager Tenure: 14.9 years
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

Rodriguez is a portfolio manager with INVESCO Institutional, his employer since 1990. He began his investment career in 1983. He sits on the editorial board for the National Association of Real Estate Investment Trusts and is on the research committee for both the Pension Real Estate Association and the National Council of Real Estate Investment Fiduciaries. Rodriguez holds the Certified Financial Planner designation.  Get more insights on Joe V. Rodriguez

  

 What we like about AIM Real Estate B Fund (AARBX)

Data for AIM Real Estate B Fund (AARBX) as of January 31, 2010

• AIM Real Estate B Fund (AARBX) management has been with AIM Real Estate B Fund for 14.9 years
• AIM Real Estate B Fund (AARBX) has good mid-term performance (3-year return -15.76% vs -17.09% Real Estate category average)
• AIM Real Estate B Fund (AARBX) has good Long-term performance (5-year return 1.47% vs -0.30% Real Estate category average)
• AIM Real Estate B Fund (AARBX) has a Morningstar rating of 4 and above
• AIM Real Estate B Fund (AARBX) has an annual stock turnover rate of 74.00% vs Real Estate average of 119.83%. It is good that AIM Real Estate B management does not trade extensively for its return.
• AIM Real Estate B Fund (AARBX) is less volatile than its peers as it has a 3-year Standard Deviation of 35.54, lower than category average of 38.72

  

 What we are cautious about AIM Real Estate B Fund (AARBX)

Data for AIM Real Estate B Fund (AARBX) as of January 31, 2010

• AIM Real Estate B Fund is a focused fund with 47.83% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• AIM Real Estate B Fund (AARBX) has a less-than-ideal short-term performance (1-year return 43.97% vs 47.97% Real Estate category average)
• AIM Real Estate B Fund (AARBX) ratio of up-years vs down years can be improved
• AIM Real Estate B Fund (AARBX) is less safe compared to its Real Estate peers
• AIM Real Estate B Fund (AARBX) does not have a good risk adjusted return as its 3-year Alpha of -1.35 is worse than category average of -0.91, and its 3-year Sharpe ratio is -0.35
• AIM Real Estate B Fund (AARBX) has a higher management fee of 2.19% than its Real Estate average of 1.47%
• AIM Real Estate B Fund (AARBX) carries a 5% load

See AIM Real Estate B Fund (AARBX) performance details as of January 31, 2010

  

  

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AIM Real Estate B Fund (AARBX) Net Asset

Track net asset change of AIM Real Estate B fund (AARBX)

Date	Net Asset
01/2010	$43.13M
11/2009	$44.91M
10/2009	$42.77M

More historic net asset information on AIM Real Estate B Fund (AARBX)

  

AIM Real Estate B Fund (AARBX) Portfolio Allocation

Track portfolio allocation change of AIM Real Estate B fund (AARBX)

Date	Cash	Stock	Bond	Other
09/2009	3.5%	93.31%	2.48%	0.72%
06/2009	2.81%	92.62%	4.48%	0.1%
03/2009	2.8%	92.89%	4.28%	0.03%

Click here to see more historic asset allocation information on AIM Real Estate B Fund (AARBX)

  

Most Recent Top 10 Holdings in AIM Real Estate B Fund (AARBX)

Discover what AIM Real Estate B Fund (AARBX) manager is buying

30-Sep-09 SIMON PPTY GRP INC [9.33%] PUBLIC STG [4.94%] EQUITY RESIDENTAL [4.58%] BOSTON PPTYS INC [4.31%] VENTAS INC [4%] VORNADO REALTY TRUST [3.9%] HEALTH CARE REIT [3.57%] DIGITAL REALTY TRUST [3.56%] NATIONWIDE HLTH PROP [3.24%] FEDERAL RLTY INV TR [3.13%]

30-Jun-09 SIMON PPTY GRP INC [9.33%] PUBLIC STG [4.94%] EQUITY RESIDENTAL [4.58%] BOSTON PPTYS INC [4.31%] VENTAS INC [4%] VORNADO REALTY TRUST [3.9%] HEALTH CARE REIT [3.57%] DIGITAL REALTY TRUST [3.56%] NATIONWIDE HLTH PROP [3.24%] FEDERAL RLTY INV TR [3.13%]

31-Mar-09 SIMON PPTY GRP INC [8.41%] FEDERAL RLTY INV TR [5.2%] PUBLIC STG [4.84%] EQUITY RESIDENTAL [4.7%] BOSTON PPTYS INC [4.53%] VORNADO REALTY TRUST [4.46%] DIGITAL REALTY TRUST [4.4%] ESSEX PRTY TR INC [3.6%] HCP, INC. [3.54%] HEALTH CARE REIT [3.51%]

Click here for Stock Holding Change Map in AIM Real Estate B Fund (AARBX)

  

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See more information on AIM Real Estate B Fund (AARBX)

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