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Fund Intelligence | Best Managers | AGWYX Insights | AGWYX Score | AGWYX Performance | AGWYX Manager | AGWYX News | AGWYX Allocation | AGWYX Holdings Change

Mutual Fund Insights: AIM Select Equity Y Fund (AGWYX)

In-depth Analysis of AIM Select Equity Y Fund (AGWYX)

Mutual fund chart: AIM Select Equity Y Fund (AGWYX)

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See AIM Select Equity Y Fund (AGWYX) performance details as of February 28, 2010

  

    Last Trade: $16.54 on 3/19/2010, Change: -0.15 (-0.9%)
Experiment our closing price forecasting tool for AIM Select Equity Y Fund (AGWYX) (alpha release)

  

Fund ManagerFund Manager - Glen E. S. Murphy

Fund Manager Tenure: 1.9 years   [Similar Funds: AGWBX  AGWCX  AGWFX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Glen E. S. Murphy is a portfolio manager of Invesco Institutional, Inc. with which Glen E. S. Murphy has been associated since 1995.  Get more insights on Glen E. S. Murphy

  

What we like about AIM Select Equity Y Fund (AGWYX) What we like about AIM Select Equity Y Fund (AGWYX)

Data for AIM Select Equity Y Fund (AGWYX) as of February 28, 2010

  • AIM Select Equity Y Fund (AGWYX) has good mid-term performance (3-year return -8.75% vs -5.77 % Large Blend category average)
  • AIM Select Equity Y Fund (AGWYX) ratio of up-years vs down years is greater than 2
  • AIM Select Equity Y Fund (AGWYX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.46, lower than category average of 20.62
  • 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) What we are cautious about AIM Select Equity Y Fund (AGWYX)

Data for AIM Select Equity Y Fund (AGWYX) as of February 28, 2010

  • AIM Select Equity Y Fund (AGWYX) management has been with AIM Select Equity Y Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Select Equity Y Fund (AGWYX) has a less-than-ideal short-term performance (1-year return 48.57% vs 53.54 % Large Blend category average)
  • AIM Select Equity Y Fund (AGWYX) has a less-than-ideal Long-term performance (5-year return -1.85% vs 0.31 % 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 79.86%. 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 -3.25 is worse than category average of 0.06, and its 3-year Sharpe ratio is -0.43
  • AIM Select Equity Y Fund (AGWYX) has a higher management fee of 1.50% than its Large Blend average of 1.11%
See AIM Select Equity Y Fund (AGWYX) performance details as of February 28, 2010

  

  

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AIM Select Equity Y Fund (AGWYX) Net Asset

Track net asset change of AIM Select Equity Y fund (AGWYX)

DateNet Asset
02/2010$197.71M
01/2010$1.62M
11/2009$1.68M
More historic net asset information on AIM Select Equity Y Fund (AGWYX)

  

AIM Select Equity Y Fund (AGWYX) Portfolio Allocation

Track portfolio allocation change of AIM Select Equity Y fund (AGWYX)

DateCashStockBondOther
09/20091.37%98.63%0%0%
06/20091.19%98.8%0%0%
03/20091.63%98.37%0%0%
Click here to see more historic asset allocation information on AIM Select Equity Y Fund (AGWYX)

  

Most Recent Top 10 Holdings in AIM Select Equity Y Fund (AGWYX)

Discover what AIM Select Equity Y Fund (AGWYX) manager is buying

30-Sep-09
EXXON MOBIL CP [5.28%]
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%]

30-Jun-09
EXXON MOBIL [5.28%]
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%]

31-Mar-09
EXXON MOBIL CP [5.61%]
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%]
Click here for Stock Holding Change Map in AIM Select Equity Y Fund (AGWYX)

  

Related books and products to AIM Select Equity Y Fund (AGWYX)

  

Latest News on AIM Select Equity Y (AGWYX)

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