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Mutual Fund Insights: AIM Global Small & Mid Cap Growth B Fund (AGABX)

In-depth Analysis of AIM Global Small & Mid Cap Growth B Fund (AGABX)

Mutual fund chart: AIM Global Small & Mid Cap Growth B Fund (AGABX)

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See AIM Global Small & Mid Cap Growth B Fund (AGABX) performance details as of January 31, 2010

  

    Last Trade: $14.72 on 3/12/2010, Change: +0.06 (0.41%)

  

Fund Manager - Jason T. Holzer

Fund Manager Tenure: 10.9 years   [Similar Funds: AGAAX  AGACX  AGAYX  AGGBX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Holze is a senior portfolio manager at Invesco Aim. He began his career in 1994 as an associate at JMB Realty before joining the company in 1996 as a senior analyst. He has continued to apply the due diligence, commitment and attention to detail he developed in his first career to his current role as a senior portfolio manager. A native of Texas, he earned an MSc in Engineering-Economics and a BA in Quantitative Economics from Stanford University. He is also a CFA charterholder.  Get more insights on Jason T. Holzer

  

What we like about AIM Global Small & Mid Cap Growth B Fund (AGABX) What we like about AIM Global Small & Mid Cap Growth B Fund (AGABX)

Data for AIM Global Small & Mid Cap Growth B Fund (AGABX) as of January 31, 2010

  • AIM Global Small & Mid Cap Growth B Fund (AGABX) management has been with AIM Global Small & Mid Cap Growth B Fund for 10.9 years
  • AIM Global Small & Mid Cap Growth B Fund (AGABX) has good short-term performance (1-year return 49.40% vs 40.69% World Stock category average)
  • AIM Global Small & Mid Cap Growth B Fund (AGABX) has good Long-term performance (5-year return 4.05% vs 2.47% World Stock category average)
  • AIM Global Small & Mid Cap Growth B Fund (AGABX) ratio of up-years vs down years is greater than 2
  • AIM Global Small & Mid Cap Growth B Fund (AGABX) has an annual stock turnover rate of 54.00% vs World Stock average of 93.35%. It is good that AIM Global Small & Mid Cap Growth B management does not trade extensively for its return.

  

What we are cautious about AIM Global Small & Mid Cap Growth B Fund (AGABX) What we are cautious about AIM Global Small & Mid Cap Growth B Fund (AGABX)

Data for AIM Global Small & Mid Cap Growth B Fund (AGABX) as of January 31, 2010

  • AIM Global Small & Mid Cap Growth B Fund (AGABX) has a less-than-ideal mid-term performance (3-year return -6.65% vs -6.17% World Stock category average)
  • AIM Global Small & Mid Cap Growth B Fund (AGABX) has a Morningstar rating of 3 and below
  • AIM Global Small & Mid Cap Growth B Fund (AGABX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.35 that is higher than category average of 22.99
  • AIM Global Small & Mid Cap Growth B Fund (AGABX) has a higher management fee of 2.21% than its World Stock average of 1.53%
  • AIM Global Small & Mid Cap Growth B Fund (AGABX) carries a 5% load
See AIM Global Small & Mid Cap Growth B Fund (AGABX) performance details as of January 31, 2010

  

  

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AIM Global Small & Mid Cap Growth B Fund (AGABX) Net Asset

Track net asset change of AIM Global Small & Mid Cap Growth B fund (AGABX)

DateNet Asset
01/2010$37.20M
11/2009$39.14M
10/2009$38.70M
More historic net asset information on AIM Global Small & Mid Cap Growth B Fund (AGABX)

  

AIM Global Small & Mid Cap Growth B Fund (AGABX) Portfolio Allocation

Track portfolio allocation change of AIM Global Small & Mid Cap Growth B fund (AGABX)

DateCashStockBondOther
09/20093.71%96.29%0%0%
06/20096.89%93.1%0%0%
03/200912.99%87.01%0%0%
Click here to see more historic asset allocation information on AIM Global Small & Mid Cap Growth B Fund (AGABX)

  

Most Recent Top 10 Holdings in AIM Global Small & Mid Cap Growth B Fund (AGABX)

Discover what AIM Global Small & Mid Cap Growth B Fund (AGABX) manager is buying

30-Sep-09
Aim Treasurers Ser Tr [3.45%]
AIM STIT Liquid Assets Inst [3.45%]
Ayala [2.94%]
HOMESERVE ORD [2.38%]
[2.34%]
Syngenta [2.25%]
Intralot SA [2.18%]
DEUTSCHE BOERSE AG [2.16%]
SHIRE LTD [2.01%]

30-Jun-09
Aim Treasurers Ser Tr [3.45%]
AIM STIT Liquid Assets Inst [3.45%]
ACCOR SA [2.94%]
HOMESERVE ORD [2.38%]
[2.34%]
SYNGENTA N ORD [2.25%]
Intralot SA [2.18%]
DEUTSCHE BOERSE AG [2.16%]
SHIRE LTD [2.01%]

31-Mar-09
Ayala [2.63%]
Syngenta [2.37%]
Sonova Holding AG [2.35%]
Intralot SA [2.17%]
Shire PLC [2.16%]
Deutsche Börse AG [2.04%]
Homeserve PLC [1.96%]
International Power plc [1.55%]
Taiwan Mobile Co., Ltd. [1.55%]

Click here for Stock Holding Change Map in AIM Global Small & Mid Cap Growth B Fund (AGABX)

  

Related books and products to AIM Global Small & Mid Cap Growth B Fund (AGABX)

  

Latest News on AIM Global Small & Mid Cap Growth B (AGABX)

See what is happening with AIM Global Small & Mid Cap Growth B Fund (AGABX)

 

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See more information on AIM Global Small & Mid Cap Growth B Fund (AGABX)