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

Mutual Fund Insights: AIM Floating Rate C Fund (AFRCX)

In-depth Analysis of AIM Floating Rate C Fund (AFRCX)

Mutual fund chart: AIM Floating Rate C Fund (AFRCX)

3 months
6 months
1 year
3 year
5 year

See AIM Floating Rate C Fund (AFRCX) performance details as of February 28, 2010

  

    Last Trade: $7.54 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Gregory Stoeckle

Fund Manager Tenure: 3.9 years   [Similar Funds: AFRAX  AFRIX  AFRRX  AFRYX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Gregory Stoeckle, Portfolio Manager, who has been responsible for the fund since 2006 and has been associated with Invesco Senior Secured and/or its affiliates since 1999.  Get more insights on Gregory Stoeckle

  

What we like about AIM Floating Rate C Fund (AFRCX) What we like about AIM Floating Rate C Fund (AFRCX)

Data for AIM Floating Rate C Fund (AFRCX) as of February 28, 2010

  • AIM Floating Rate C Fund (AFRCX) management has been with AIM Floating Rate C Fund for 3.9 years
  • AIM Floating Rate C Fund (AFRCX) has good short-term performance (1-year return 38.33% vs 34.22 % Bank Loan category average)
  • AIM Floating Rate C Fund (AFRCX) has good mid-term performance (3-year return -0.69% vs -0.60 % Bank Loan category average)
  • AIM Floating Rate C Fund (AFRCX) has good Long-term performance (5-year return 1.83% vs 1.61 % Bank Loan category average)
  • AIM Floating Rate C Fund (AFRCX) ratio of up-years vs down years is greater than 2

  

What we are cautious about AIM Floating Rate C Fund (AFRCX) What we are cautious about AIM Floating Rate C Fund (AFRCX)

Data for AIM Floating Rate C Fund (AFRCX) as of February 28, 2010

  • AIM Floating Rate C Fund (AFRCX) has a Morningstar rating of 3 and below
  • AIM Floating Rate C Fund (AFRCX) has an annual stock turnover rate of 52.00% that is higher than the Bank Loan average of 48.40%. This could mean AIM Floating Rate C is more nimble, but also signal potential high tax impact and high trading fees
  • AIM Floating Rate C Fund (AFRCX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.12 that is higher than category average of 13.92
  • AIM Floating Rate C Fund (AFRCX) has a higher management fee of 1.74% than its Bank Loan average of 1.35%
  • AIM Floating Rate C Fund (AFRCX) carries a 2.5% load
See AIM Floating Rate C Fund (AFRCX) performance details as of February 28, 2010

  

  

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AIM Floating Rate C Fund (AFRCX) Net Asset

Track net asset change of AIM Floating Rate C fund (AFRCX)

DateNet Asset
02/2010$501.36M
01/2010$129.89M
11/2009$110.81M
More historic net asset information on AIM Floating Rate C Fund (AFRCX)

  

AIM Floating Rate C Fund (AFRCX) Portfolio Allocation

Track portfolio allocation change of AIM Floating Rate C fund (AFRCX)

DateCashStockBondOther
09/200913.72%0.87%85.4%0%
06/200917.23%0.93%81.84%0%
03/200915.07%0.84%84.09%0%
Click here to see more historic asset allocation information on AIM Floating Rate C Fund (AFRCX)

  

Most Recent Top 10 Holdings in AIM Floating Rate C Fund (AFRCX)

Discover what AIM Floating Rate C Fund (AFRCX) manager is buying

30-Sep-09
Aim Treasurers Ser Tr [6.48%]
AIM STIT Liquid Assets Inst [6.48%]
Charter Tl Refinance [2.08%]
Calpine Corp 1st Pr Tl [1.76%]
Georgia-Pacific Corp Tlb [1.28%]
Dole Foods Co Inc Tlc [1.27%]
Huntsman Intl Tlb Dollar [1.2%]
Freescale Semicon Tlb [1.18%]
First Data Tlb2 [1.15%]
Ashland Inc Tlb [1.09%]

30-Jun-09
Aim Treasurers Ser Tr [6.48%]
AIM STIT Liquid Assets Inst [6.48%]
Charter Tl Refinance [2.08%]
Calpine Corp 1st Pr Tl [1.76%]
Georgia-Pacific Corp Tlb [1.28%]
Dole Foods Co Inc Tlc [1.27%]
Huntsman Intl Tlb Dollar [1.2%]
Freescale Semicon Tlb [1.18%]
First Data Tlb2 [1.15%]
Ashland Inc Tlb [1.09%]

31-Mar-09
Calpine Corp 1st Pr Tl [1.69%]
Qwest FRN [1.56%]
Charter Tl Refinance [1.48%]
Pinnacle Foods Tlb [1.36%]
Level 3 Communication Tl [1.23%]
Dole Foods Co Inc Tlc [1.2%]
Asurion Corp 1st Lien Tl [1.18%]
Wm Wrigley New Uno Tlb [1.16%]
Georgia-Pacific Corp Tlb [1.13%]
Community Hlth Sys Tlb [1.06%]
Click here for Stock Holding Change Map in AIM Floating Rate C Fund (AFRCX)

  

Related books and products to AIM Floating Rate C Fund (AFRCX)

  

Latest News on AIM Floating Rate C (AFRCX)

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