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Mutual Fund Insights: AIM Conservative Allocation Y Fund (ACNYX)

In-depth Analysis of AIM Conservative Allocation Y Fund (ACNYX)

Mutual fund chart: AIM Conservative Allocation Y Fund (ACNYX)

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See AIM Conservative Allocation Y Fund (ACNYX) performance details as of January 31, 2010

Last Trade: $9.47 on 3/18/2010, Change: 0.00 (0%)

Experiment our closing price forecasting tool for AIM Conservative Allocation Y Fund (ACNYX) (alpha release)

Fund Manager - Gary K Wendler

Fund Manager Tenure: 4.9 years [Similar Funds: ACNAX ACNBX ACNCX ACNIX ACNRX ]
Fundmojo Fund Grade: C (Score: 0.58) (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 Conservative Allocation Y Fund (ACNYX)

Data for AIM Conservative Allocation Y Fund (ACNYX) as of January 31, 2010

AIM Conservative Allocation Y Fund (ACNYX) management has been with AIM Conservative Allocation Y Fund for 4.9 years
AIM Conservative Allocation Y Fund (ACNYX) ratio of up-years vs down years is greater than 2
AIM Conservative Allocation Y Fund (ACNYX) has an annual stock turnover rate of 23.00% vs Conservative Allocation average of 74.77%. It is good that AIM Conservative Allocation Y management does not trade extensively for its return.
AIM Conservative Allocation Y Fund (ACNYX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.18, lower than category average of 10.66
AIM Conservative Allocation Y Fund (ACNYX) has a lower management fee than its Conservative Allocation average: 0.83% vs 0.86%
AIM Conservative Allocation Y Fund (ACNYX) 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 Y Fund (ACNYX)

Data for AIM Conservative Allocation Y Fund (ACNYX) as of January 31, 2010

AIM Conservative Allocation Y 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 Y Fund (ACNYX) has a less-than-ideal short-term performance (1-year return 15.17% vs 22.81% Conservative Allocation category average)
AIM Conservative Allocation Y Fund (ACNYX) has a less-than-ideal mid-term performance (3-year return 0.03% vs 0.26% Conservative Allocation category average)
AIM Conservative Allocation Y Fund (ACNYX) has a less-than-ideal Long-term performance (5-year return 2.27% vs 2.80% Conservative Allocation category average)
AIM Conservative Allocation Y Fund (ACNYX) has a Morningstar rating of 3 and below
AIM Conservative Allocation Y Fund (ACNYX) is less safe compared to its Conservative Allocation peers
AIM Conservative Allocation Y Fund (ACNYX) does not have a good risk adjusted return as its 3-year Alpha of -1.33 is worse than category average of -0.63, and its 3-year Sharpe ratio is -0.23

See AIM Conservative Allocation Y Fund (ACNYX) performance details as of January 31, 2010

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AIM Conservative Allocation Y Fund (ACNYX) Net Asset

Track net asset change of AIM Conservative Allocation Y fund (ACNYX)

Date	Net Asset
01/2010	$960.00K
11/2009	$1.01M
10/2009	$1.06M

More historic net asset information on AIM Conservative Allocation Y Fund (ACNYX)

AIM Conservative Allocation Y Fund (ACNYX) Portfolio Allocation

Track portfolio allocation change of AIM Conservative Allocation Y fund (ACNYX)

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 Y Fund (ACNYX)

Most Recent Top 10 Holdings in AIM Conservative Allocation Y Fund (ACNYX)

Discover what AIM Conservative Allocation Y Fund (ACNYX) 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 Y Fund (ACNYX)

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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.