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

Mutual Fund Insights: AIM Floating Rate Y Fund (AFRYX)

In-depth Analysis of AIM Floating Rate Y Fund (AFRYX)

Mutual fund chart: AIM Floating Rate Y Fund (AFRYX)

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See AIM Floating Rate Y Fund (AFRYX) performance details as of January 31, 2010

  

    Last Trade: $7.56 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - Thomas Ewald

Fund Manager Tenure: 6.1 years   [Similar Funds: AFRAX  AFRCX  AFRIX  AFRRX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Ewald is a portfolio manager of AIM Advisors with which he has been associated since 2000. He has final authority over all aspects of the fund's investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio construction techniques, portfolio risk assessment, and the management of daily cash flows in accordance with portfolio holdings.  Get more insights on Thomas Ewald

  

What we like about AIM Floating Rate Y Fund (AFRYX) What we like about AIM Floating Rate Y Fund (AFRYX)

Data for AIM Floating Rate Y Fund (AFRYX) as of January 31, 2010

  • AIM Floating Rate Y Fund (AFRYX) management has been with AIM Floating Rate Y Fund for 6.1 years
  • AIM Floating Rate Y Fund (AFRYX) has good short-term performance (1-year return 39.75% vs 35.55% Bank Loan category average)
  • AIM Floating Rate Y Fund (AFRYX) has good mid-term performance (3-year return 0.03% vs -0.58% Bank Loan category average)
  • AIM Floating Rate Y Fund (AFRYX) has good Long-term performance (5-year return 2.45% vs 1.82% Bank Loan category average)
  • AIM Floating Rate Y Fund (AFRYX) ratio of up-years vs down years is greater than 2
  • AIM Floating Rate Y Fund (AFRYX) has a lower management fee than its Bank Loan average: 1.00% vs 1.36%

  

What we are cautious about AIM Floating Rate Y Fund (AFRYX) What we are cautious about AIM Floating Rate Y Fund (AFRYX)

Data for AIM Floating Rate Y Fund (AFRYX) as of January 31, 2010

  • AIM Floating Rate Y Fund (AFRYX) has a Morningstar rating of 3 and below
  • AIM Floating Rate Y Fund (AFRYX) has an annual stock turnover rate of 52.00% that is higher than the Bank Loan average of 41.17%. This could mean AIM Floating Rate Y is more nimble, but also signal potential high tax impact and high trading fees
  • AIM Floating Rate Y Fund (AFRYX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.08 that is higher than category average of 14.03
  • AIM Floating Rate Y Fund (AFRYX) carries a 2.5% load
See AIM Floating Rate Y Fund (AFRYX) performance details as of January 31, 2010

  

  

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AIM Floating Rate Y Fund (AFRYX) Net Asset

Track net asset change of AIM Floating Rate Y fund (AFRYX)

DateNet Asset
01/2010$23.13M
11/2009$18.74M
10/2009$17.66M
More historic net asset information on AIM Floating Rate Y Fund (AFRYX)

  

AIM Floating Rate Y Fund (AFRYX) Portfolio Allocation

Track portfolio allocation change of AIM Floating Rate Y fund (AFRYX)

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 Y Fund (AFRYX)

  

Most Recent Top 10 Holdings in AIM Floating Rate Y Fund (AFRYX)

Discover what AIM Floating Rate Y Fund (AFRYX) 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 Y Fund (AFRYX)

  

Related books and products to AIM Floating Rate Y Fund (AFRYX)

  

Latest News on AIM Floating Rate Y (AFRYX)

See what is happening with AIM Floating Rate Y Fund (AFRYX)

 

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