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Mutual Fund Insights: AIM Conservative Allocation Inst Fund (ACNIX)

In-depth Analysis of AIM Conservative Allocation Inst Fund (ACNIX)

Mutual fund chart: AIM Conservative Allocation Inst Fund (ACNIX)

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See AIM Conservative Allocation Inst Fund (ACNIX) performance details as of February 28, 2010

Last Trade: $9.37 on 3/19/2010, Change: -0.02 (-0.21%)

Experiment our closing price forecasting tool for AIM Conservative Allocation Inst Fund (ACNIX) (alpha release)

Fund Manager - Gary K Wendler

Fund Manager Tenure: 4.9 years [Similar Funds: ACNAX ACNBX ACNCX ACNRX ACNYX ]
Fundmojo Fund Grade: C (Score: 0.54) (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 Conservative Allocation Inst Fund (ACNIX)

Data for AIM Conservative Allocation Inst Fund (ACNIX) as of February 28, 2010

AIM Conservative Allocation Inst Fund (ACNIX) management has been with AIM Conservative Allocation Inst Fund for 4.9 years
AIM Conservative Allocation Inst Fund (ACNIX) ratio of up-years vs down years is greater than 2
AIM Conservative Allocation Inst Fund (ACNIX) has an annual stock turnover rate of 23.00% vs Conservative Allocation average of 126.79%. It is good that AIM Conservative Allocation Inst management does not trade extensively for its return.
AIM Conservative Allocation Inst Fund (ACNIX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.22, lower than category average of 10.73
AIM Conservative Allocation Inst Fund (ACNIX) has a lower management fee than its Conservative Allocation average: 0.23% vs 0.85%
AIM Conservative Allocation Inst Fund (ACNIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about AIM Conservative Allocation Inst Fund (ACNIX)

Data for AIM Conservative Allocation Inst Fund (ACNIX) as of February 28, 2010

AIM Conservative Allocation Inst Fund is a focused fund with 88.35% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
AIM Conservative Allocation Inst Fund (ACNIX) has a less-than-ideal short-term performance (1-year return 18.92% vs 30.03 % Conservative Allocation category average)
AIM Conservative Allocation Inst Fund (ACNIX) has a less-than-ideal mid-term performance (3-year return -0.02% vs 0.52 % Conservative Allocation category average)
AIM Conservative Allocation Inst Fund (ACNIX) has a less-than-ideal Long-term performance (5-year return 2.35% vs 2.86 % Conservative Allocation category average)
AIM Conservative Allocation Inst Fund (ACNIX) has a Morningstar rating of 3 and below
AIM Conservative Allocation Inst Fund (ACNIX) is less safe compared to its Conservative Allocation peers
AIM Conservative Allocation Inst Fund (ACNIX) does not have a good risk adjusted return as its 3-year Alpha of -1.56 is worse than category average of -0.68, and its 3-year Sharpe ratio is -0.22

See AIM Conservative Allocation Inst Fund (ACNIX) performance details as of February 28, 2010

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AIM Conservative Allocation Inst Fund (ACNIX) Net Asset

Track net asset change of AIM Conservative Allocation Inst fund (ACNIX)

Date	Net Asset
02/2010	$120.26M
01/2010	$40.00K
11/2009	$40.00K

More historic net asset information on AIM Conservative Allocation Inst Fund (ACNIX)

AIM Conservative Allocation Inst Fund (ACNIX) Portfolio Allocation

Track portfolio allocation change of AIM Conservative Allocation Inst fund (ACNIX)

Date	Cash	Stock	Bond	Other
09/2009	16.76%	16.47%	59.97%	6.8%
06/2009	19.49%	16.59%	56.58%	7.34%
03/2009	25.84%	16.32%	54.1%	3.73%

Click here to see more historic asset allocation information on AIM Conservative Allocation Inst Fund (ACNIX)

Most Recent Top 10 Holdings in AIM Conservative Allocation Inst Fund (ACNIX)

Discover what AIM Conservative Allocation Inst Fund (ACNIX) manager is buying

30-Sep-09

AIM Short Term Bond Inst [24.03%]
AIM Core Bond Inst [22.24%]
AIM STIT Liquid Assets Inst [10.01%]
AIM Limited Maturity Treasury I [7.99%]
AIM Floating Rate I [7.27%]
AIM INVT FDS [5.96%]
AIM International Total Return I [4.04%]
AIM Charter I [3.42%]
AIM Select Real Estate Income Instl [2.43%]
AIM Intl Core Equity Inst [2.4%]

30-Jun-09

31-Mar-09

AIM Short Term Bond Inst [26.25%]
AIM Core Bond Inst [23.12%]
AIM Limited Maturity Treasury I [9.81%]
AIM Floating Rate I [6.31%]
AIM International Total Return I [4.38%]
AIM Charter I [4.15%]
AIM Large Cap Growth Inst [1.93%]
AIM Structured Value I [1.88%]
AIM Structured Growth I [1.81%]
AIM Trimark Endeavor Inst [1.78%]

Click here for Stock Holding Change Map in AIM Conservative Allocation Inst Fund (ACNIX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.