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

Mutual Fund Insights: AIM Municipal Bond Inv Fund (AMBIX)

In-depth Analysis of AIM Municipal Bond Inv Fund (AMBIX)

Mutual fund chart: AIM Municipal Bond Inv Fund (AMBIX)

3 months
6 months
1 year
3 year
5 year

See AIM Municipal Bond Inv Fund (AMBIX) performance details as of January 31, 2010

  

    Last Trade: $7.94 on 3/17/2010, Change: 0.00 (0%)

  

Fund Manager - Richard A. Berry

Fund Manager Tenure: 17.7 years   [Similar Funds: AMBBX  AMBCX  AMBDX  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 Inv Fund (AMBIX) What we like about AIM Municipal Bond Inv Fund (AMBIX)

Data for AIM Municipal Bond Inv Fund (AMBIX) as of January 31, 2010

  • AIM Municipal Bond Inv Fund (AMBIX) management has been with AIM Municipal Bond Inv Fund for 17.7 years
  • AIM Municipal Bond Inv Fund (AMBIX) has good mid-term performance (3-year return 3.94% vs 2.61% Muni National Long category average)
  • AIM Municipal Bond Inv Fund (AMBIX) has good Long-term performance (5-year return 3.75% vs 2.89% Muni National Long category average)
  • AIM Municipal Bond Inv Fund (AMBIX) ratio of up-years vs down years is greater than 2
  • AIM Municipal Bond Inv Fund (AMBIX) has a Morningstar rating of 4 and above
  • AIM Municipal Bond Inv Fund (AMBIX) has an annual stock turnover rate of 31.00% vs Muni National Long average of 50.55%. It is good that AIM Municipal Bond Inv management does not trade extensively for its return.
  • AIM Municipal Bond Inv Fund (AMBIX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.41, lower than category average of 7.62
  • AIM Municipal Bond Inv Fund (AMBIX) has a lower management fee than its Muni National Long average: 0.47% vs 1.02%

  

What we are cautious about AIM Municipal Bond Inv Fund (AMBIX) What we are cautious about AIM Municipal Bond Inv Fund (AMBIX)

Data for AIM Municipal Bond Inv Fund (AMBIX) as of January 31, 2010

  • AIM Municipal Bond Inv Fund (AMBIX) has a less-than-ideal short-term performance (1-year return 9.98% vs 12.81% Muni National Long category average)
  • AIM Municipal Bond Inv Fund (AMBIX) is less safe compared to its Muni National Long peers
  • Even though AIM Municipal Bond Inv Fund carries no load, it does have a 0.15% of 12b1 promotion, distributions, marketing expenses
See AIM Municipal Bond Inv Fund (AMBIX) performance details as of January 31, 2010

  

  

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AIM Municipal Bond Inv Fund (AMBIX) Net Asset

Track net asset change of AIM Municipal Bond Inv fund (AMBIX)

DateNet Asset
01/2010$130.10M
11/2009$133.50M
10/2009$133.63M
More historic net asset information on AIM Municipal Bond Inv Fund (AMBIX)

  

AIM Municipal Bond Inv Fund (AMBIX) Portfolio Allocation

Track portfolio allocation change of AIM Municipal Bond Inv fund (AMBIX)

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 Inv Fund (AMBIX)

  

Most Recent Top 10 Holdings in AIM Municipal Bond Inv Fund (AMBIX)

Discover what AIM Municipal Bond Inv Fund (AMBIX) 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 Inv Fund (AMBIX)

  

Related books and products to AIM Municipal Bond Inv Fund (AMBIX)

  

Latest News on AIM Municipal Bond Inv (AMBIX)

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