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

Mutual Fund Insights: AIM Moderate Allocation C Fund (AMKCX)

In-depth Analysis of AIM Moderate Allocation C Fund (AMKCX)

Mutual fund chart: AIM Moderate Allocation C Fund (AMKCX)

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See AIM Moderate Allocation C Fund (AMKCX) performance details as of January 31, 2010

  

    Last Trade: $9.84 on 3/19/2010, Change: -0.05 (-0.51%)
Experiment our closing price forecasting tool for AIM Moderate Allocation C Fund (AMKCX) (alpha release)

  

Fund Manager - Gary K Wendler

Fund Manager Tenure: 4.9 years   [Similar Funds: AMKAX  AMKBX  AMKRX ]
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Wendler is a portfolio manager and the director of Research and Product Development of AIM Advisors with which he has been associated since 1995.  Get more insights on Gary K Wendler

  

What we like about AIM Moderate Allocation C Fund (AMKCX) What we like about AIM Moderate Allocation C Fund (AMKCX)

Data for AIM Moderate Allocation C Fund (AMKCX) as of January 31, 2010

  • AIM Moderate Allocation C Fund (AMKCX) management has been with AIM Moderate Allocation C Fund for 4.9 years
  • AIM Moderate Allocation C Fund (AMKCX) has good short-term performance (1-year return 29.03% vs 27.80% Moderate Allocation category average)
  • AIM Moderate Allocation C Fund (AMKCX) ratio of up-years vs down years is greater than 2
  • AIM Moderate Allocation C Fund (AMKCX) has an annual stock turnover rate of 13.00% vs Moderate Allocation average of 87.10%. It is good that AIM Moderate Allocation C management does not trade extensively for its return.

  

What we are cautious about AIM Moderate Allocation C Fund (AMKCX) What we are cautious about AIM Moderate Allocation C Fund (AMKCX)

Data for AIM Moderate Allocation C Fund (AMKCX) as of January 31, 2010

  • AIM Moderate Allocation C Fund is a focused fund with 79.40% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Moderate Allocation C Fund (AMKCX) has a less-than-ideal mid-term performance (3-year return -3.99% vs -2.95% Moderate Allocation category average)
  • AIM Moderate Allocation C Fund (AMKCX) has a less-than-ideal Long-term performance (5-year return 1.44% vs 1.92% Moderate Allocation category average)
  • AIM Moderate Allocation C Fund (AMKCX) has a Morningstar rating of 3 and below
  • AIM Moderate Allocation C Fund (AMKCX) is less safe compared to its Moderate Allocation peers
  • AIM Moderate Allocation C Fund (AMKCX) does not have a good risk adjusted return as its 3-year Alpha of -4.09 is worse than category average of -3.13, and its 3-year Sharpe ratio is -0.32
  • AIM Moderate Allocation C Fund (AMKCX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.3 that is higher than category average of 14.84
  • AIM Moderate Allocation C Fund (AMKCX) has a higher management fee of 1.87% than its Moderate Allocation average of 1.02%
  • AIM Moderate Allocation C Fund (AMKCX) carries a 1% load
See AIM Moderate Allocation C Fund (AMKCX) performance details as of January 31, 2010

  

  

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AIM Moderate Allocation C Fund (AMKCX) Net Asset

Track net asset change of AIM Moderate Allocation C fund (AMKCX)

DateNet Asset
01/2010$97.08M
11/2009$98.93M
10/2009$95.60M
More historic net asset information on AIM Moderate Allocation C Fund (AMKCX)

  

AIM Moderate Allocation C Fund (AMKCX) Portfolio Allocation

Track portfolio allocation change of AIM Moderate Allocation C fund (AMKCX)

DateCashStockBondOther
09/20094.45%46.29%37.8%11.46%
06/20096.09%44.69%36.63%12.6%
03/200910.81%47.51%39.34%2.34%
Click here to see more historic asset allocation information on AIM Moderate Allocation C Fund (AMKCX)

  

Most Recent Top 10 Holdings in AIM Moderate Allocation C Fund (AMKCX)

Discover what AIM Moderate Allocation C Fund (AMKCX) manager is buying

30-Sep-09
AIM Core Bond Inst [23.45%]
AIM INVT FDS [11.88%]
AIM Intl Core Equity Inst [9.69%]
AIM High Yield Inst [9.24%]
AIM International Growth I [7.43%]
AIM Large Cap Growth Inst [4.36%]
AIM Structured Growth I [4.34%]
AIM Large Cap Basic Value Inst [3.43%]
AIM Multi-Sector Inst [3.42%]
AIM Structured Value I [3.42%]

30-Jun-09
AIM Core Bond Inst [23.45%]
AIM INVT FDS [11.88%]
AIM Intl Core Equity Inst [9.69%]
AIM High Yield Inst [9.24%]
AIM International Growth I [7.43%]
AIM Large Cap Growth Inst [4.36%]
AIM Structured Growth I [4.34%]
AIM Large Cap Basic Value Inst [3.43%]
AIM Multi-Sector Inst [3.42%]
AIM Structured Value I [3.42%]

31-Mar-09
AIM Core Bond Inst [30.07%]
AIM High Yield Inst [10.14%]
AIM Intl Core Equity Inst [8.1%]
AIM International Growth I [6.58%]
AIM Large Cap Growth Inst [5.78%]
AIM Structured Growth I [5.38%]
AIM Structured Value I [4.49%]
AIM Multi-Sector Inst [3.95%]
AIM Trimark Small Companies Inst [3.45%]
AIM Large Cap Basic Value Inst [3.43%]
Click here for Stock Holding Change Map in AIM Moderate Allocation C Fund (AMKCX)

  

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