Mutual Fund Insights: AIM Municipal Bond A Fund (AMBDX)

In-depth Analysis of AIM Municipal Bond A Fund (AMBDX)

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See AIM Municipal Bond A Fund (AMBDX) performance details as of January 31, 2010

  

Last Trade: $7.93 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Richard A. Berry

Fund Manager Tenure: 17.7 years   [Similar Funds: AMBBX  AMBCX  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 A Fund (AMBDX)

Data for AIM Municipal Bond A Fund (AMBDX) as of January 31, 2010

• AIM Municipal Bond A Fund (AMBDX) management has been with AIM Municipal Bond A Fund for 17.7 years
• AIM Municipal Bond A Fund (AMBDX) has good mid-term performance (3-year return 3.81% vs 2.61% Muni National Long category average)
• AIM Municipal Bond A Fund (AMBDX) has good Long-term performance (5-year return 3.60% vs 2.89% Muni National Long category average)
• AIM Municipal Bond A Fund (AMBDX) ratio of up-years vs down years is greater than 2
• AIM Municipal Bond A Fund (AMBDX) has an annual stock turnover rate of 31.00% vs Muni National Long average of 50.55%. It is good that AIM Municipal Bond A management does not trade extensively for its return.
• AIM Municipal Bond A Fund (AMBDX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.45, lower than category average of 7.62
• AIM Municipal Bond A Fund (AMBDX) has a lower management fee than its Muni National Long average: 0.57% vs 1.02%

  

 What we are cautious about AIM Municipal Bond A Fund (AMBDX)

Data for AIM Municipal Bond A Fund (AMBDX) as of January 31, 2010

• AIM Municipal Bond A Fund (AMBDX) has a less-than-ideal short-term performance (1-year return 9.87% vs 12.81% Muni National Long category average)
• AIM Municipal Bond A Fund (AMBDX) has a Morningstar rating of 3 and below
• AIM Municipal Bond A Fund (AMBDX) is less safe compared to its Muni National Long peers
• AIM Municipal Bond A Fund (AMBDX) carries a 4.75% load

See AIM Municipal Bond A Fund (AMBDX) performance details as of January 31, 2010

  

  

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AIM Municipal Bond A Fund (AMBDX) Net Asset

Track net asset change of AIM Municipal Bond A fund (AMBDX)

Date	Net Asset
01/2010	$398.81M
11/2009	$392.09M
10/2009	$388.90M

More historic net asset information on AIM Municipal Bond A Fund (AMBDX)

  

AIM Municipal Bond A Fund (AMBDX) Portfolio Allocation

Track portfolio allocation change of AIM Municipal Bond A fund (AMBDX)

Date	Cash	Stock	Bond	Other
09/2009	0.91%	0%	99.09%	0%
06/2009	1.92%	0%	98.08%	0%
03/2009	1.65%	0%	98.35%	0%

Click here to see more historic asset allocation information on AIM Municipal Bond A Fund (AMBDX)

  

Most Recent Top 10 Holdings in AIM Municipal Bond A Fund (AMBDX)

Discover what AIM Municipal Bond A Fund (AMBDX) 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 A Fund (AMBDX)

  

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See more information on AIM Municipal Bond A Fund (AMBDX)

• AIM Municipal Bond A Fund Insights
• AIM Municipal Bond A Fund Performance Data
• AIM Municipal Bond A Fund News
• AIM Municipal Bond A Fund Score Explaination
• AIM Municipal Bond A Fund Manager Information
• Historic AIM Municipal Bond A Fund Asset Allocation Report
• Historic AIM Municipal Bond A Fund Top 10 Holding Tracking
• Historic AIM Municipal Bond A Fund Asset Under Management Tracking