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Mutual Fund Insights: AIM Select Equity Y Fund (AGWYX)
In-depth Analysis of AIM Select Equity Y (AGWYX)
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Last Trade: $15.49 on 11/20/2009, Change: -0.11 (-0.71%)
Fund Manager - Anthony J. Munchak
Fund Manager Tenure: 1.6 years [Similar Funds: AGWBX AGWCX AGWFX ]Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)Anthony J. Munchak is a portfolio manager of Invesco Institutional, Inc with which Anthony J. Munchak has been associated since 2000. Anthony J. Munchak holds the Chartered Financial Analyst designation.
Category Average: 11.86% , -6.78% , 0.49% | Category Average: 1.08% | Category Average: 78.94% |
What we like about AIM Select Equity Y Fund (AGWYX)
Data for AIM Select Equity Y Fund (AGWYX) as of October 31, 2009
- AIM Select Equity Y Fund (AGWYX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.81, lower than category average of 20.09
- AIM Select Equity Y Fund (AGWYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about AIM Select Equity Y Fund (AGWYX)
Data for AIM Select Equity Y Fund (AGWYX) as of October 31, 2009
- AIM Select Equity Y Fund (AGWYX) management has been with AIM Select Equity Y Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
- AIM Select Equity Y Fund is a focused fund with 31.27% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- AIM Select Equity Y Fund (AGWYX) has a less-than-ideal short-term performance (1-year return 8.15% vs 11.86% Large Blend category average)
- AIM Select Equity Y Fund (AGWYX) has a less-than-ideal mid-term performance (3-year return -10.39% vs -6.78% Large Blend category average)
- AIM Select Equity Y Fund (AGWYX) has a less-than-ideal Long-term performance (5-year return -2.08% vs 0.49% Large Blend category average)
- AIM Select Equity Y Fund (AGWYX) has a Morningstar rating of 3 and below
- AIM Select Equity Y Fund (AGWYX) has an annual stock turnover rate of 158.00% that is higher than the Large Blend average of 78.94%. This could mean AIM Select Equity Y is more nimble, but also signal potential high tax impact and high trading fees
- AIM Select Equity Y Fund (AGWYX) does not have a good risk adjusted return as its 3-year Alpha of -3.74 is worse than category average of 0.38, and its 3-year Sharpe ratio is -0.57
- AIM Select Equity Y Fund (AGWYX) has a higher management fee of 1.27% than its Large Blend average of 1.08%
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AIM Select Equity Y Fund (AGWYX) Net Asset
Track net asset change of AIM Select Equity Y fund (AGWYX)
| Date | Net Asset |
| 10/2009 | $1.53M |
| 09/2009 | $1.56M |
| 08/2009 | $1.49M |
AIM Select Equity Y Fund (AGWYX) Portfolio Allocation
Track portfolio allocation change of AIM Select Equity Y fund (AGWYX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 1.37% | 98.63% | 0% | 0% |
| 06/2009 | 1.19% | 98.8% | 0% | 0% |
| 03/2009 | 1.63% | 98.37% | 0% | 0% |
Most Recent Top 10 Holdings in AIM Select Equity Y Fund (AGWYX)
Discover what AIM Select Equity Y Fund (AGWYX) manager is buying
Microsoft Corporation [3.96%] Apple Inc. [3.32%] INTL BUSINESS MACH [3.32%] AT&T INC. [3%] GEN ELECTRIC CO [2.96%] VERIZON COMMUN [2.64%] OCCIDENTAL PET [2.47%] Amgen Inc. [2.19%] eBay Inc. [2.13%] | Microsoft Corporation [3.96%] Apple Inc. [3.32%] INTL BUSINESS MACHINES [3.32%] AT&T INC [3%] GEN ELECTRIC CO [2.96%] VERIZON COMMUN [2.64%] OCCIDENTAL PETROLEUM [2.47%] Amgen Inc. [2.19%] eBay Inc. [2.13%] | INTL BUSINESS MACH [3.35%] Microsoft Corporation [3.34%] WAL MART STORES [3.16%] GEN ELECTRIC CO [3.02%] VERIZON COMMUN [2.82%] Apple Inc. [2.76%] OCCIDENTAL PET [2.34%] D R HORTON INC [2.25%] AT&T INC. [2.23%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
