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Mutual Fund Insights: AIM Global Small & Mid Cap Growth C Fund (AGACX)

In-depth Analysis of AIM Global Small & Mid Cap Growth C Fund (AGACX)

Mutual fund chart: AIM Global Small & Mid Cap Growth C Fund (AGACX)

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See AIM Global Small & Mid Cap Growth C Fund (AGACX) performance details as of February 28, 2010

  

    Last Trade: $14.66 on 3/19/2010, Change: -0.08 (-0.54%)

  

Fund Manager - Borge J. Endresen

Fund Manager Tenure: 7.2 years   [Similar Funds: AGAAX  AGABX  AGAYX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Borge is a portfolio manager at Invesco Aim. Born in Stavanger, Norway, Borge began his investment career in 1996 as an associate financial consultant at Merrill Lynch. Borge J. Endresen joined the company in 1999 as an equity analyst and has been a portfolio manager since 2003. Borge J. Endresen graduated with an MBA from the University of Texas at Austin and a BSc in Finance from the University of Oregon, and holds the Chartered Financial Analyst designation.  Get more insights on Borge J. Endresen

  

What we like about AIM Global Small & Mid Cap Growth C Fund (AGACX) What we like about AIM Global Small & Mid Cap Growth C Fund (AGACX)

Data for AIM Global Small & Mid Cap Growth C Fund (AGACX) as of February 28, 2010

  • AIM Global Small & Mid Cap Growth C Fund (AGACX) management has been with AIM Global Small & Mid Cap Growth C Fund for 7.2 years
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) has good short-term performance (1-year return 64.28% vs 55.76 % World Stock category average)
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) has good mid-term performance (3-year return -6.00% vs -5.50 % World Stock category average)
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) has good Long-term performance (5-year return 3.73% vs 2.24 % World Stock category average)
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) ratio of up-years vs down years is greater than 2
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) has an annual stock turnover rate of 54.00% vs World Stock average of 107.12%. It is good that AIM Global Small & Mid Cap Growth C management does not trade extensively for its return.

  

What we are cautious about AIM Global Small & Mid Cap Growth C Fund (AGACX) What we are cautious about AIM Global Small & Mid Cap Growth C Fund (AGACX)

Data for AIM Global Small & Mid Cap Growth C Fund (AGACX) as of February 28, 2010

  • AIM Global Small & Mid Cap Growth C Fund (AGACX) has a Morningstar rating of 3 and below
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) is less safe compared to its World Stock peers
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.41 that is higher than category average of 23.02
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) has a higher management fee of 2.36% than its World Stock average of 1.53%
  • AIM Global Small & Mid Cap Growth C Fund (AGACX) carries a 1% load
See AIM Global Small & Mid Cap Growth C Fund (AGACX) performance details as of February 28, 2010

  

  

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AIM Global Small & Mid Cap Growth C Fund (AGACX) Net Asset

Track net asset change of AIM Global Small & Mid Cap Growth C fund (AGACX)

DateNet Asset
02/2010$630.24M
01/2010$21.45M
11/2009$21.57M
More historic net asset information on AIM Global Small & Mid Cap Growth C Fund (AGACX)

  

AIM Global Small & Mid Cap Growth C Fund (AGACX) Portfolio Allocation

Track portfolio allocation change of AIM Global Small & Mid Cap Growth C fund (AGACX)

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 C Fund (AGACX)

  

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

Discover what AIM Global Small & Mid Cap Growth C Fund (AGACX) 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 C Fund (AGACX)

  

Related books and products to AIM Global Small & Mid Cap Growth C Fund (AGACX)

  

Latest News on AIM Global Small & Mid Cap Growth C (AGACX)

See what is happening with AIM Global Small & Mid Cap Growth C Fund (AGACX)

 

Books and Resources

 

 

See more information on AIM Global Small & Mid Cap Growth C Fund (AGACX)