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Fund Intelligence | Best Managers | ALMIX Insights | ALMIX Score | ALMIX Performance | ALMIX Manager | ALMIX News | ALMIX Allocation | ALMIX Holdings Change
Fund Intelligence | Best Managers | ALMIX Insights | ALMIX Score | ALMIX Performance | ALMIX Manager | ALMIX News | ALMIX Allocation | ALMIX Holdings Change
Mutual Fund Insights: AIM Limited Maturity Treasury I Fund (ALMIX)
In-depth Analysis of AIM Limited Maturity Treasury I Fund (ALMIX)
6 months 1 year 3 year 5 year |
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Last Trade: $10.51 on 3/19/2010, Change: 0.00 (0%)
Fund Manager - Scott Case
Fund Manager Tenure: 1.2 yearsFundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)Scott Case has been associated with Invesco Institutional and/or its affiliates since 1997. Get more insights on Scott Case
What we like about AIM Limited Maturity Treasury I Fund (ALMIX)
Data for AIM Limited Maturity Treasury I Fund (ALMIX) as of February 28, 2010
- AIM Limited Maturity Treasury I Fund (ALMIX) ratio of up-years vs down years is greater than 2
- AIM Limited Maturity Treasury I Fund (ALMIX) has an annual stock turnover rate of 157.00% vs Short Government average of 172.47%. It is good that AIM Limited Maturity Treasury I management does not trade extensively for its return.
- AIM Limited Maturity Treasury I Fund (ALMIX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.71, lower than category average of 2.31
- AIM Limited Maturity Treasury I Fund (ALMIX) has a lower management fee than its Short Government average: 0.35% vs 0.88%
- AIM Limited Maturity Treasury I Fund (ALMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about AIM Limited Maturity Treasury I Fund (ALMIX)
Data for AIM Limited Maturity Treasury I Fund (ALMIX) as of February 28, 2010
- AIM Limited Maturity Treasury I Fund (ALMIX) management has been with AIM Limited Maturity Treasury I Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
- AIM Limited Maturity Treasury I Fund is a focused fund with 40.20% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- AIM Limited Maturity Treasury I Fund (ALMIX) has a less-than-ideal short-term performance (1-year return 1.45% vs 4.37 % Short Government category average)
- AIM Limited Maturity Treasury I Fund (ALMIX) has a less-than-ideal mid-term performance (3-year return 4.09% vs 4.65 % Short Government category average)
- AIM Limited Maturity Treasury I Fund (ALMIX) has a less-than-ideal Long-term performance (5-year return 3.72% vs 4.02 % Short Government category average)
- AIM Limited Maturity Treasury I Fund (ALMIX) has a Morningstar rating of 3 and below
Interested in other top mutual funds in similar Short Government category?
Below are some additional Short Government mutual funds generated out of our database
- Loomis Sayles Ltd Term Govt and Agency Y (NELYX) [ Compare with AIM Limited Maturity Treasury I Fund (ALMIX) ]
- Sit US Government Securities (SNGVX) [ Compare with AIM Limited Maturity Treasury I Fund (ALMIX) ]
- Victory For Income A (IPFIX) [ Compare with AIM Limited Maturity Treasury I Fund (ALMIX) ]
- See top fund managers for Short Government Category Funds
- Browse other funds in Short Government Category
AIM Limited Maturity Treasury I Fund (ALMIX) Net Asset
Track net asset change of AIM Limited Maturity Treasury I fund (ALMIX)
| Date | Net Asset |
| 02/2010 | $212.99M |
| 01/2010 | $28.29M |
| 11/2009 | $30.03M |
AIM Limited Maturity Treasury I Fund (ALMIX) Portfolio Allocation
Track portfolio allocation change of AIM Limited Maturity Treasury I fund (ALMIX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 16.47% | 0% | 83.53% | 0% |
| 06/2009 | 0% | 0% | 100% | 0% |
| 03/2009 | 0% | 0% | 100% | 0% |
Most Recent Top 10 Holdings in AIM Limited Maturity Treasury I Fund (ALMIX)
Discover what AIM Limited Maturity Treasury I Fund (ALMIX) manager is buying
US TREASURY NOTE [8.39%] US Treasury Note [8.37%] US Treasury Note 0.875% [8.36%] US TREASURY NOTE [8.35%] US Treasury Note 0.875% [8.34%] US Treasury Note [8.31%] US TREASURY NOTE [8.31%] US Treasury Note 87.5% [8.3%] US TREASURY NOTE [8.3%] | US TREASURY NOTE [8.39%] US Treasury Note [8.37%] US Treasury Note 0.875% [8.36%] US TREASURY NOTE [8.35%] US Treasury Note 0.875% [8.34%] US Treasury Note [8.31%] US TREASURY NOTE [8.31%] US Treasury Note 87.5% [8.3%] US TREASURY NOTE [8.3%] | US Treasury Note [8.51%] US TREASURY NOTE [8.51%] US TREASURY NOTE [8.47%] US Treasury Note [8.44%] US TREASURY NOTE [8.33%] US Treasury Note [8.29%] US TREASURY NOTE [8.2%] US TREASURY NOTE [8.19%] US TREASURY NOTE [8.16%] |
Related books and products to AIM Limited Maturity Treasury I Fund (ALMIX)
Latest News on AIM Limited Maturity Treasury I (ALMIX)
See what is happening with AIM Limited Maturity Treasury I Fund (ALMIX)
Books and Resources
 
 
See more information on AIM Limited Maturity Treasury I Fund (ALMIX)
- AIM Limited Maturity Treasury I Fund Insights
- AIM Limited Maturity Treasury I Fund Performance Data
- AIM Limited Maturity Treasury I Fund News
- AIM Limited Maturity Treasury I Fund Score Explaination
- AIM Limited Maturity Treasury I Fund Manager Information
- Historic AIM Limited Maturity Treasury I Fund Asset Allocation Report
- Historic AIM Limited Maturity Treasury I Fund Top 10 Holding Tracking
- Historic AIM Limited Maturity Treasury I Fund Asset Under Management Tracking


