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

Mutual Fund Insights: AIM Municipal Bond B Fund (AMBBX)

In-depth Analysis of AIM Municipal Bond B Fund (AMBBX)

Mutual fund chart: AIM Municipal Bond B Fund (AMBBX)

3 months
6 months
1 year
3 year
5 year

See AIM Municipal Bond B Fund (AMBBX) performance details as of January 31, 2010

  

    Last Trade: $7.95 on 3/16/2010, Change: 0.00 (0%)

  

Fund Manager - Richard A. Berry

Fund Manager Tenure: 17.7 years   [Similar Funds: AMBCX  AMBDX  AMBIX  AMBYX ]
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Berry is a senior portfolio manager with AIM, his employer since 1987. He has been a dual employee of AIM and Invesco Institutional(N.A.), Inc. since February 12, 2006. Prior to joining AIM, he served as senior vice president for InterFirst Investment Management Company, manager of investor relations at Texas Industries, Inc., vice president of Banc Texas and investment officer at Southwestern Life Insurance Company. Berry holds the Chartered Financial Analyst designation.  Get more insights on Richard A. Berry

  

What we like about AIM Municipal Bond B Fund (AMBBX) What we like about AIM Municipal Bond B Fund (AMBBX)

Data for AIM Municipal Bond B Fund (AMBBX) as of January 31, 2010

  • AIM Municipal Bond B Fund (AMBBX) management has been with AIM Municipal Bond B Fund for 17.7 years
  • AIM Municipal Bond B Fund (AMBBX) has good mid-term performance (3-year return 3.04% vs 2.61% Muni National Long category average)
  • AIM Municipal Bond B Fund (AMBBX) ratio of up-years vs down years is greater than 2
  • AIM Municipal Bond B Fund (AMBBX) has an annual stock turnover rate of 31.00% vs Muni National Long average of 50.55%. It is good that AIM Municipal Bond B management does not trade extensively for its return.
  • AIM Municipal Bond B Fund (AMBBX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.48, lower than category average of 7.62

  

What we are cautious about AIM Municipal Bond B Fund (AMBBX) What we are cautious about AIM Municipal Bond B Fund (AMBBX)

Data for AIM Municipal Bond B Fund (AMBBX) as of January 31, 2010

  • AIM Municipal Bond B Fund (AMBBX) has a less-than-ideal short-term performance (1-year return 9.04% vs 12.81% Muni National Long category average)
  • AIM Municipal Bond B Fund (AMBBX) has a less-than-ideal Long-term performance (5-year return 2.85% vs 2.89% Muni National Long category average)
  • AIM Municipal Bond B Fund (AMBBX) has a Morningstar rating of 3 and below
  • AIM Municipal Bond B Fund (AMBBX) is less safe compared to its Muni National Long peers
  • AIM Municipal Bond B Fund (AMBBX) has a higher management fee of 1.32% than its Muni National Long average of 1.02%
  • AIM Municipal Bond B Fund (AMBBX) carries a 5% load
See AIM Municipal Bond B Fund (AMBBX) performance details as of January 31, 2010

  

  

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AIM Municipal Bond B Fund (AMBBX) Net Asset

Track net asset change of AIM Municipal Bond B fund (AMBBX)

DateNet Asset
01/2010$13.75M
11/2009$14.41M
10/2009$14.84M
More historic net asset information on AIM Municipal Bond B Fund (AMBBX)

  

AIM Municipal Bond B Fund (AMBBX) Portfolio Allocation

Track portfolio allocation change of AIM Municipal Bond B fund (AMBBX)

DateCashStockBondOther
09/20090.91%0%99.09%0%
06/20091.92%0%98.08%0%
03/20091.65%0%98.35%0%
Click here to see more historic asset allocation information on AIM Municipal Bond B Fund (AMBBX)

  

Most Recent Top 10 Holdings in AIM Municipal Bond B Fund (AMBBX)

Discover what AIM Municipal Bond B Fund (AMBBX) manager is buying

30-Sep-09
Petersburg Ind Pollutn Ctl Rev Poll 5.4% [1.84%]
Boston Mass Wtr & Swr Commn Re Gen 5.25% [1.11%]
Port Auth 6.125% [1.05%]
Massachusetts St Dev Fin Agy R Rev Bd 6% [1.04%]
Spring Branch Tex Indpt Sch Di G.O 5.75% [0.95%]
Detroit Mich Wtr Sply Sys Re Rev Bds 5% [0.81%]
Missouri St Health & Edl Facs Edl 5.125% [0.79%]
Aberdeen S D Sch Dist 5.45% [0.77%]
Louisiana Loc Govt Environment Rev 6.55% [0.77%]
Bartow Fla Wtr & Swr Sys Rev Wtr A 4.25% [0.76%]

30-Jun-09
Petersburg Ind Pollutn Ctl Rev Poll 5.4% [1.84%]
Boston Mass Wtr & Swr Commn Re Gen 5.25% [1.11%]
Port Auth 6.125% [1.05%]
Massachusetts St Dev Fin Agy R Rev Bd 6% [1.04%]
Spring Branch Tex Indpt Sch Di G.O 5.75% [0.95%]
Detroit Mich Wtr Sply Sys Re Rev Bds 5% [0.81%]
Missouri St Health & Edl Facs Edl 5.125% [0.79%]
Aberdeen S D Sch Dist 5.45% [0.77%]
Louisiana Loc Govt Environment Rev 6.55% [0.77%]
Bartow Fla Wtr & Swr Sys Rev Wtr A 4.25% [0.76%]

31-Mar-09
Petersburg Ind Pollutn Ctl Rev Poll 5.4% [1.85%]
Boston Mass Wtr & Swr Commn Re Gen 5.25% [1.15%]
Port Auth 6.125% [1.09%]
Massachusetts St Dev Fin Agy R Rev Bd 6% [1.05%]
Spring Branch Tex Indpt Sch Di G.O 5.75% [0.98%]
Missouri St Health & Edl Facs Edl 5.125% [0.82%]
Detroit Mich Wtr Sply Sys Re Rev Bds 5% [0.8%]
Aberdeen S D Sch Dist 5.45% [0.8%]
Oklahoma Cnty Okla Fin [0.78%]
Louisiana Loc Govt Environment Rev 6.55% [0.77%]
Click here for Stock Holding Change Map in AIM Municipal Bond B Fund (AMBBX)

  

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Latest News on AIM Municipal Bond B (AMBBX)

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