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Mutual Fund Insights: AIM US Government B Fund (AGVBX)

In-depth Analysis of AIM US Government B Fund (AGVBX)

Mutual fund chart: AIM US Government B Fund (AGVBX)

3 months
6 months
1 year
3 year
5 year

See AIM US Government B Fund (AGVBX) performance details as of February 28, 2010

  

    Last Trade: $8.89 on 3/19/2010, Change: -0.01 (-0.11%)

  

Fund ManagerFund Manager - Clint Dudley

Fund Manager Tenure: 1.2 years   [Similar Funds: AGVCX  AGVRX  AGVYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Clint Dudley is a portfolio manager with AIM Advisors. Clint Dudley joined the information technology department at AIM in 1998 and was promoted to his current position in 2000. Clint Dudley has been a dual employee of AIM and INVESCO Institutional (N.A.), Inc. since February 12, 2006. Clint Dudley holds the Chartered Financial Analyst designation.  Get more insights on Clint Dudley

  

What we like about AIM US Government B Fund (AGVBX) What we like about AIM US Government B Fund (AGVBX)

Data for AIM US Government B Fund (AGVBX) as of February 28, 2010

  • AIM US Government B Fund (AGVBX) ratio of up-years vs down years is greater than 2
  • AIM US Government B Fund (AGVBX) has an annual stock turnover rate of 69.00% vs Intermediate Government average of 283.09%. It is good that AIM US Government B management does not trade extensively for its return.

  

What we are cautious about AIM US Government B Fund (AGVBX) What we are cautious about AIM US Government B Fund (AGVBX)

Data for AIM US Government B Fund (AGVBX) as of February 28, 2010

  • AIM US Government B Fund (AGVBX) management has been with AIM US Government B Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM US Government B 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 B Fund (AGVBX) has a less-than-ideal short-term performance (1-year return 3.57% vs 6.94 % Intermediate Government category average)
  • AIM US Government B Fund (AGVBX) has a less-than-ideal mid-term performance (3-year return 5.33% vs 5.47 % Intermediate Government category average)
  • AIM US Government B Fund (AGVBX) has a less-than-ideal Long-term performance (5-year return 4.08% vs 4.62 % Intermediate Government category average)
  • AIM US Government B Fund (AGVBX) has a Morningstar rating of 3 and below
  • AIM US Government B Fund (AGVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 4.58 that is higher than category average of 4.17
  • AIM US Government B Fund (AGVBX) has a higher management fee of 1.73% than its Intermediate Government average of 1.01%
  • AIM US Government B Fund (AGVBX) carries a 5% load
See AIM US Government B Fund (AGVBX) 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 B Fund (AGVBX) Net Asset

Track net asset change of AIM US Government B fund (AGVBX)

DateNet Asset
02/2010$540.05M
01/2010$68.28M
11/2009$75.25M
More historic net asset information on AIM US Government B Fund (AGVBX)

  

AIM US Government B Fund (AGVBX) Portfolio Allocation

Track portfolio allocation change of AIM US Government B fund (AGVBX)

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 B Fund (AGVBX)

  

Most Recent Top 10 Holdings in AIM US Government B Fund (AGVBX)

Discover what AIM US Government B Fund (AGVBX) 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 B Fund (AGVBX)

  

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Latest News on AIM US Government B (AGVBX)

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