Mutual Fund Insights: AIM Global Real Estate A Fund (AGREX)

In-depth Analysis of AIM Global Real Estate A Fund (AGREX)

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See AIM Global Real Estate A Fund (AGREX) performance details as of February 28, 2010

  

Last Trade: $9.50 on 3/19/2010, Change: -0.09 (-0.94%)

  

Fund Manager - James S. Cowen

Fund Manager Tenure: 1.9 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

James S. Cowen has been associated with the subadvisor and/or its affiliates since 2001. In 2000, James S. Cowen was a financial analyst for Jonathan Edwards Consulting.  Get more insights on James S. Cowen

  

 What we like about AIM Global Real Estate A Fund (AGREX)

Data for AIM Global Real Estate A Fund (AGREX) as of February 28, 2010

• AIM Global Real Estate A Fund (AGREX) is less volatile than its peers as it has a 3-year Standard Deviation of 29.16, lower than category average of 29.85

  

 What we are cautious about AIM Global Real Estate A Fund (AGREX)

Data for AIM Global Real Estate A Fund (AGREX) as of February 28, 2010

• AIM Global Real Estate A Fund (AGREX) management has been with AIM Global Real Estate A Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
• AIM Global Real Estate A Fund is a focused fund with 30.60% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• AIM Global Real Estate A Fund (AGREX) has a less-than-ideal short-term performance (1-year return 74.07% vs 76.83 % Global Real Estate category average)
• AIM Global Real Estate A Fund (AGREX) has a less-than-ideal mid-term performance (3-year return -14.65% vs -15.20 % Global Real Estate category average)
• AIM Global Real Estate A Fund (AGREX) ratio of up-years vs down years can be improved
• AIM Global Real Estate A Fund (AGREX) has a Morningstar rating of 3 and below
• AIM Global Real Estate A Fund (AGREX) has an annual stock turnover rate of 78.00% that is higher than the Global Real Estate average of 73.87%. This could mean AIM Global Real Estate A is more nimble, but also signal potential high tax impact and high trading fees
• AIM Global Real Estate A Fund (AGREX) has a higher management fee of 1.59% than its Global Real Estate average of 1.58%
• AIM Global Real Estate A Fund (AGREX) carries a 5.5% load

See AIM Global Real Estate A Fund (AGREX) performance details as of February 28, 2010

  

  

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AIM Global Real Estate A Fund (AGREX) Net Asset

Track net asset change of AIM Global Real Estate A fund (AGREX)

Date	Net Asset
02/2010	$605.66M
01/2010	$228.57M
11/2009	$238.43M

More historic net asset information on AIM Global Real Estate A Fund (AGREX)

  

AIM Global Real Estate A Fund (AGREX) Portfolio Allocation

Track portfolio allocation change of AIM Global Real Estate A fund (AGREX)

Date	Cash	Stock	Bond	Other
09/2009	1.03%	95.59%	0%	3.38%
06/2009	2.91%	94.14%	0%	2.94%
03/2009	0.35%	97.17%	0%	2.48%

Click here to see more historic asset allocation information on AIM Global Real Estate A Fund (AGREX)

  

Most Recent Top 10 Holdings in AIM Global Real Estate A Fund (AGREX)

Discover what AIM Global Real Estate A Fund (AGREX) manager is buying

30-Sep-09 Sun Hung Kai Properties, Ltd. [6.28%] Mitsubishi Estate [4.79%] WESTERN DIGITAL CP [4.3%] Mitsui Fudosan Co., Ltd. [4.09%] UNILEVER PLC AMER [3.54%] SIMON PPTY GRP INC [3.4%] CapitaLand Ltd [2.49%] China Overseas Land & Investment Ltd. [2.34%] Hang Lung Properties Ltd. [2.1%] PUBLIC STG [1.93%]

30-Jun-09 Sun Hung Kai Properties, Ltd. [6.28%] Mitsubishi Estate [4.79%] WESTERN DIGITAL CP [4.3%] Mitsui Fudosan Co., Ltd. [4.09%] UNILEVER PLC AMER [3.54%] SIMON PPTY GRP INC [3.4%] CapitaLand Ltd [2.49%] China Overseas Land & Investment Ltd. [2.34%] Hang Lung Properties Ltd. [2.1%] PUBLIC STG [1.93%]

31-Mar-09 Westfield Group [5.92%] Sun Hung Kai Properties, Ltd. [5.63%] Unibail-rodamco [5.21%] Mitsubishi Estate [4.28%] Mitsui Fudosan Co., Ltd. [3.57%] SIMON PPTY GRP INC [3.21%] Hang Lung Properties Ltd. [2.92%] PUBLIC STG [2.26%] EQUITY RESIDENTAL [2.26%] China Overseas Land & Investment Ltd. [2.15%]

Click here for Stock Holding Change Map in AIM Global Real Estate A Fund (AGREX)

  

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See more information on AIM Global Real Estate A Fund (AGREX)

• AIM Global Real Estate A Fund Insights
• AIM Global Real Estate A Fund Performance Data
• AIM Global Real Estate A Fund News
• AIM Global Real Estate A Fund Score Explaination
• AIM Global Real Estate A Fund Manager Information
• Historic AIM Global Real Estate A Fund Asset Allocation Report
• Historic AIM Global Real Estate A Fund Top 10 Holding Tracking
• Historic AIM Global Real Estate A Fund Asset Under Management Tracking