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Mutual Fund Insights: AIM US Government Instl Fund (AGOIX)

In-depth Analysis of AIM US Government Instl Fund (AGOIX)

Mutual fund chart: AIM US Government Instl Fund (AGOIX)

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1 year
3 year
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See AIM US Government Instl Fund (AGOIX) performance details as of February 28, 2010

  

    Last Trade: $8.87 on 3/19/2010, Change: -0.01 (-0.11%)

  

Fund ManagerFund Manager - Brian Schneider

Fund Manager Tenure: 1.2 years   [Similar Funds: AGOVX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Schneider is a senior portfolio manager at Invesco Institutional. He has been associated with Invesco Institutional and/or its affiliates since 1987.  Get more insights on Brian Schneider

  

What we like about AIM US Government Instl Fund (AGOIX) What we like about AIM US Government Instl Fund (AGOIX)

Data for AIM US Government Instl Fund (AGOIX) as of February 28, 2010

  • AIM US Government Instl Fund (AGOIX) has good mid-term performance (3-year return 6.63% vs 5.47 % Intermediate Government category average)
  • AIM US Government Instl Fund (AGOIX) has good Long-term performance (5-year return 5.38% vs 4.62 % Intermediate Government category average)
  • AIM US Government Instl Fund (AGOIX) ratio of up-years vs down years is greater than 2
  • AIM US Government Instl Fund (AGOIX) has a Morningstar rating of 4 and above
  • AIM US Government Instl Fund (AGOIX) has an annual stock turnover rate of 69.00% vs Intermediate Government average of 283.09%. It is good that AIM US Government Instl management does not trade extensively for its return.
  • AIM US Government Instl Fund (AGOIX) has a lower management fee than its Intermediate Government average: 0.52% vs 1.01%
  • AIM US Government Instl Fund (AGOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM US Government Instl Fund (AGOIX) What we are cautious about AIM US Government Instl Fund (AGOIX)

Data for AIM US Government Instl Fund (AGOIX) as of February 28, 2010

  • AIM US Government Instl Fund (AGOIX) management has been with AIM US Government Instl Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM US Government Instl Fund is a focused fund with 42.21% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM US Government Instl Fund (AGOIX) has a less-than-ideal short-term performance (1-year return 4.84% vs 6.94 % Intermediate Government category average)
  • AIM US Government Instl Fund (AGOIX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.56 that is higher than category average of 4.17
See AIM US Government Instl Fund (AGOIX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Intermediate Government category?

Below are some additional Intermediate Government mutual funds generated out of our database

  

AIM US Government Instl Fund (AGOIX) Net Asset

Track net asset change of AIM US Government Instl fund (AGOIX)

DateNet Asset
02/2010$540.05M
01/2010$13.92M
11/2009$17.56M
More historic net asset information on AIM US Government Instl Fund (AGOIX)

  

AIM US Government Instl Fund (AGOIX) Portfolio Allocation

Track portfolio allocation change of AIM US Government Instl fund (AGOIX)

DateCashStockBondOther
09/20091.77%0%98.23%0%
06/20092.09%0%97.91%0%
03/20090.9%0%99.1%0%
Click here to see more historic asset allocation information on AIM US Government Instl Fund (AGOIX)

  

Most Recent Top 10 Holdings in AIM US Government Instl Fund (AGOIX)

Discover what AIM US Government Instl Fund (AGOIX) manager is buying

30-Sep-09
US Treasury Note (Fut) [22.03%]
US Treasury Bond (Fut) [13.45%]
FHLMC CMO 5.5% [2.38%]
FHLMC CMO 5.5% [1.89%]
FNMA [1.82%]
Short Term Inv Govt & Agency Instl [1.59%]
FFCB 5.75% [1.55%]
US Treasury Note 3.125% [1.52%]
FHLMC CMO 5% [1.44%]
FHLMC CMO 5.5% [1.14%]

30-Jun-09
US Treasury Note (Fut) [22.03%]
US Treasury Bond (Fut) [13.45%]
FHLMC CMO 5.5% [2.38%]
FHLMC CMO 5.5% [1.89%]
FNMA [1.82%]
Short Term Inv Govt & Agency Instl [1.59%]
FFCB 5.75% [1.55%]
US Treasury Note 3.125% [1.52%]
FHLMC CMO 5% [1.44%]
FHLMC CMO 5.5% [1.14%]

31-Mar-09
FNMA [3.09%]
FHLMC CMO 5.5% [2.3%]
FNMA [1.72%]
FHLMC CMO 5.5% [1.71%]
US Treasury Note [1.69%]
FHLBA [1.54%]
FFCB 5.75% [1.32%]
FHLMC CMO 5% [1.2%]
FHLMC CMO 5.5% [1.04%]
FNMA CMO 6% [0.95%]
Click here for Stock Holding Change Map in AIM US Government Instl Fund (AGOIX)

  

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