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

Mutual Fund Insights: AIM Capital Development Inv Fund (ACDIX)

In-depth Analysis of AIM Capital Development Inv Fund (ACDIX)

Mutual fund chart: AIM Capital Development Inv Fund (ACDIX)

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See AIM Capital Development Inv Fund (ACDIX) performance details as of February 28, 2010

  

    Last Trade: $14.51 on 3/19/2010, Change: -0.16 (-1.09%)
Experiment our closing price forecasting tool for AIM Capital Development Inv Fund (ACDIX) (alpha release)

  

Fund ManagerFund Manager - Brent J. Lium

Fund Manager Tenure: 1.6 years   [Similar Funds: ACDAX  ACDBX  ACDCX  ACDRX  ACDVX  ACDYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Brent J. Lium is a portfolio manager who has been responsible for the fund since 2008. Brent J. Lium has been associated with AIM and/or its affiliates since 2003.  Get more insights on Brent J. Lium

  

What we like about AIM Capital Development Inv Fund (ACDIX) What we like about AIM Capital Development Inv Fund (ACDIX)

Data for AIM Capital Development Inv Fund (ACDIX) as of February 28, 2010

  • AIM Capital Development Inv Fund (ACDIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • AIM Capital Development Inv Fund (ACDIX) has good short-term performance (1-year return 60.05% vs 58.17 % Mid-Cap Growth category average)
  • AIM Capital Development Inv Fund (ACDIX) has good mid-term performance (3-year return -7.19% vs -4.00 % Mid-Cap Growth category average)
  • AIM Capital Development Inv Fund (ACDIX) ratio of up-years vs down years is greater than 2
  • AIM Capital Development Inv Fund (ACDIX) has an annual stock turnover rate of 94.00% vs Mid-Cap Growth average of 140.76%. It is good that AIM Capital Development Inv management does not trade extensively for its return.
  • AIM Capital Development Inv Fund (ACDIX) has a lower management fee than its Mid-Cap Growth average: 1.44% vs 1.47%

  

What we are cautious about AIM Capital Development Inv Fund (ACDIX) What we are cautious about AIM Capital Development Inv Fund (ACDIX)

Data for AIM Capital Development Inv Fund (ACDIX) as of February 28, 2010

  • AIM Capital Development Inv Fund (ACDIX) management has been with AIM Capital Development Inv Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Capital Development Inv Fund (ACDIX) has a less-than-ideal Long-term performance (5-year return 1.26% vs 2.06 % Mid-Cap Growth category average)
  • AIM Capital Development Inv Fund (ACDIX) has a Morningstar rating of 3 and below
  • AIM Capital Development Inv Fund (ACDIX) does not have a good risk adjusted return as its 3-year Alpha of 0.09 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.26
  • AIM Capital Development Inv Fund (ACDIX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.15 that is higher than category average of 23.95
  • Even though AIM Capital Development Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See AIM Capital Development Inv Fund (ACDIX) performance details as of February 28, 2010

  

  

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AIM Capital Development Inv Fund (ACDIX) Net Asset

Track net asset change of AIM Capital Development Inv fund (ACDIX)

DateNet Asset
02/2010$930.36M
01/2010$9.52M
11/2009$9.55M
More historic net asset information on AIM Capital Development Inv Fund (ACDIX)

  

AIM Capital Development Inv Fund (ACDIX) Portfolio Allocation

Track portfolio allocation change of AIM Capital Development Inv fund (ACDIX)

DateCashStockBondOther
09/20091.01%99%0%0%
06/20090.5%99.5%0%0%
03/20093.85%96.15%0%0%
Click here to see more historic asset allocation information on AIM Capital Development Inv Fund (ACDIX)

  

Most Recent Top 10 Holdings in AIM Capital Development Inv Fund (ACDIX)

Discover what AIM Capital Development Inv Fund (ACDIX) manager is buying

30-Sep-09
AFFILIATED MGRS GRP [1.66%]
Cognizant Technology Solutions [1.6%]
REPUBLIC SVCS INC [1.53%]
MCAFEE, INC [1.47%]
SOLERA HOLDINGS INC [1.46%]
CORR CP OF AM (NEW) [1.45%]
CONTINENTAL RESRCES [1.42%]
TD Ameritrade Holding Corporati [1.42%]
AMER TOWER CP [1.39%]
Check Point Software Technologi [1.39%]

30-Jun-09
AFFILIATED MGRS GRP [1.66%]
Cognizant Technology Solutions [1.6%]
REPUBLIC SVCS INC [1.53%]
MCAFEE, INC [1.47%]
SOLERA HOLDINGS INC [1.46%]
CORR CP OF AM (NEW) [1.45%]
CONTINENTAL RESRCES [1.42%]
TD Ameritrade Holding Corporati [1.42%]
AMER TOWER CP [1.39%]
Check Point Software Technologi [1.39%]

31-Mar-09
Heartland Express, Inc. [1.82%]
MCAFEE, INC [1.8%]
IHS INC [1.63%]
AMER TOWER CP [1.62%]
CROWN HOLDINGS INC [1.62%]
SOLERA HOLDINGS INC [1.58%]
Cognizant Technology Solutions [1.54%]
MORGAN STANLEY [1.52%]
AMPHENOL CP [1.52%]
I T T EDUCATION SVCS [1.48%]
Click here for Stock Holding Change Map in AIM Capital Development Inv Fund (ACDIX)

  

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