Mutual Fund Insights: AIM European Growth R Fund (AEDRX)

In-depth Analysis of AIM European Growth R Fund (AEDRX)

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See AIM European Growth R Fund (AEDRX) performance details as of January 31, 2010

  

Last Trade: $27.44 on 3/19/2010, Change: -0.23 (-0.83%)

  

Fund Manager - Clas G. Olsson

Fund Manager Tenure: 12.4 years   [Similar Funds: AEDAX  AEDBX  AEDCX  AEDYX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

Olsson is a senior portfolio manager at Invesco Aim. A native of Vasteras, Sweden, Clas began his investment career when he joined the company in 1994 as an investment officer and international portfolio analyst. He was promoted to his current position in 1997. He has also been a regional manager of Atlas Resor and a commissioned officer in the Royal Swedish Navy. He earned a BBA degree from the University of Texas at Austin.  Get more insights on Clas G. Olsson

  

 What we like about AIM European Growth R Fund (AEDRX)

Data for AIM European Growth R Fund (AEDRX) as of January 31, 2010

• AIM European Growth R Fund (AEDRX) management has been with AIM European Growth R Fund for 12.4 years
• AIM European Growth R Fund (AEDRX) has good mid-term performance (3-year return -7.61% vs -8.66% Europe Stock category average)
• AIM European Growth R Fund (AEDRX) has good Long-term performance (5-year return 4.82% vs 3.99% Europe Stock category average)
• AIM European Growth R Fund (AEDRX) ratio of up-years vs down years is greater than 2
• AIM European Growth R Fund (AEDRX) has a Morningstar rating of 4 and above
• AIM European Growth R Fund (AEDRX) has an annual stock turnover rate of 21.00% vs Europe Stock average of 123.48%. It is good that AIM European Growth R management does not trade extensively for its return.
• AIM European Growth R Fund (AEDRX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.9, lower than category average of 27.28

  

 What we are cautious about AIM European Growth R Fund (AEDRX)

Data for AIM European Growth R Fund (AEDRX) as of January 31, 2010

• AIM European Growth R Fund (AEDRX) has a less-than-ideal short-term performance (1-year return 44.13% vs 59.71% Europe Stock category average)
• AIM European Growth R Fund (AEDRX) is less safe compared to its Europe Stock peers
• AIM European Growth R Fund (AEDRX) does not have a good risk adjusted return as its 3-year Alpha of -0.11 is worse than category average of 0.41, and its 3-year Sharpe ratio is -0.29
• AIM European Growth R Fund (AEDRX) has a higher management fee of 1.75% than its Europe Stock average of 1.72%
• Even though AIM European Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See AIM European Growth R Fund (AEDRX) performance details as of January 31, 2010

  

  

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AIM European Growth R Fund (AEDRX) Net Asset

Track net asset change of AIM European Growth R fund (AEDRX)

Date	Net Asset
01/2010	$16.11M
11/2009	$17.33M
10/2009	$17.06M

More historic net asset information on AIM European Growth R Fund (AEDRX)

  

AIM European Growth R Fund (AEDRX) Portfolio Allocation

Track portfolio allocation change of AIM European Growth R fund (AEDRX)

Date	Cash	Stock	Bond	Other
09/2009	9.42%	90.58%	0%	0%
06/2009	5.55%	94.45%	0%	0%
03/2009	3.95%	96.05%	0%	0%

Click here to see more historic asset allocation information on AIM European Growth R Fund (AEDRX)

  

Most Recent Top 10 Holdings in AIM European Growth R Fund (AEDRX)

Discover what AIM European Growth R Fund (AEDRX) manager is buying

30-Sep-09 NESTLE N ORD [3.09%] Roche Holding AG [2.93%] MS INSD MUN TR [2.91%] Inbev [2.82%] Aim Treasurers Ser Tr [2.77%] AIM STIT Liquid Assets Inst [2.77%] HOMESERVE ORD [2.55%] Puma AG [2.41%] Novo Nordisk A/S [2.34%] SHIRE LTD [2.32%]

30-Jun-09 NESTLE N ORD [3.09%] Roche Holding AG [2.93%] MS INSD MUN TR [2.91%] Inbev [2.82%] Aim Treasurers Ser Tr [2.77%] AIM STIT Liquid Assets Inst [2.77%] HOMESERVE ORD [2.55%] Puma AG [2.41%] Novo Nordisk A/S [2.34%] SHIRE LTD [2.32%]

31-Mar-09 Roche Holding AG [3.92%] Nestle [3.88%] Imperial Tobacco Group PLC [3.43%] Total SA [2.61%] Anheuser-Busch Inbev Sa, Bruxelles [2.6%] Amlin PLC [2.56%] Reckitt Benckiser Grp [2.54%] Novo Nordisk A/S [2.5%] Shire PLC [2.48%] Syngenta [2.37%]

Click here for Stock Holding Change Map in AIM European Growth R Fund (AEDRX)

  

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Latest News on AIM European Growth R (AEDRX)

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See more information on AIM European Growth R Fund (AEDRX)

• AIM European Growth R Fund Insights
• AIM European Growth R Fund Performance Data
• AIM European Growth R Fund News
• AIM European Growth R Fund Score Explaination
• AIM European Growth R Fund Manager Information
• Historic AIM European Growth R Fund Asset Allocation Report
• Historic AIM European Growth R Fund Top 10 Holding Tracking
• Historic AIM European Growth R Fund Asset Under Management Tracking