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Mutual Fund Insights: AIM Select Real Estate Income C Fund (ASRCX)

In-depth Analysis of AIM Select Real Estate Income C Fund (ASRCX)

Mutual fund chart: AIM Select Real Estate Income C Fund (ASRCX)

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See AIM Select Real Estate Income C Fund (ASRCX) performance details as of February 28, 2010

  

    Last Trade: $7.51 on 3/19/2010, Change: -0.04 (-0.53%)

  

Fund Manager - Paul S. Curbo

Fund Manager Tenure: 3.0 years   [Similar Funds: ASRAX  ASRIX  ASRYX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Paul S. Curbo is a portfolio manager with Invesco Real Estate. Paul S. Curbo has been associated with the firm and/or its affiliates since 1998. Curbo began his investment career in 1994 as a senior research associate with Security Capital Group, where Paul S. Curbo was responsible for analyzing multi-family, industrial and office real estate markets.  Get more insights on Paul S. Curbo

  

What we like about AIM Select Real Estate Income C Fund (ASRCX) What we like about AIM Select Real Estate Income C Fund (ASRCX)

Data for AIM Select Real Estate Income C Fund (ASRCX) as of February 28, 2010

  • AIM Select Real Estate Income C Fund (ASRCX) management has been with AIM Select Real Estate Income C Fund for 3.0 years
  • AIM Select Real Estate Income C Fund (ASRCX) has good mid-term performance (3-year return -7.82% vs -14.95 % Real Estate category average)
  • AIM Select Real Estate Income C Fund (ASRCX) has good Long-term performance (5-year return 2.27% vs 0.27 % Real Estate category average)
  • AIM Select Real Estate Income C Fund (ASRCX) has a Morningstar rating of 4 and above
  • AIM Select Real Estate Income C Fund (ASRCX) has an annual stock turnover rate of 59.00% vs Real Estate average of 113.50%. It is good that AIM Select Real Estate Income C management does not trade extensively for its return.
  • AIM Select Real Estate Income C Fund (ASRCX) is less volatile than its peers as it has a 3-year Standard Deviation of 27.18, lower than category average of 38.88

  

What we are cautious about AIM Select Real Estate Income C Fund (ASRCX) What we are cautious about AIM Select Real Estate Income C Fund (ASRCX)

Data for AIM Select Real Estate Income C Fund (ASRCX) as of February 28, 2010

  • AIM Select Real Estate Income C Fund is a focused fund with 32.98% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Select Real Estate Income C Fund (ASRCX) has a less-than-ideal short-term performance (1-year return 68.61% vs 94.97 % Real Estate category average)
  • AIM Select Real Estate Income C Fund (ASRCX) ratio of up-years vs down years can be improved
  • AIM Select Real Estate Income C Fund (ASRCX) has a higher management fee of 2.48% than its Real Estate average of 1.50%
  • AIM Select Real Estate Income C Fund (ASRCX) carries a 1% load
See AIM Select Real Estate Income C Fund (ASRCX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Real Estate category?

Below are some additional Real Estate mutual funds generated out of our database

  

AIM Select Real Estate Income C Fund (ASRCX) Net Asset

Track net asset change of AIM Select Real Estate Income C fund (ASRCX)

DateNet Asset
02/2010$194.13M
01/2010$10.86M
11/2009$8.03M
More historic net asset information on AIM Select Real Estate Income C Fund (ASRCX)

  

AIM Select Real Estate Income C Fund (ASRCX) Portfolio Allocation

Track portfolio allocation change of AIM Select Real Estate Income C fund (ASRCX)

DateCashStockBondOther
09/20098.36%50.23%19.74%21.67%
06/20094.17%61.52%22.46%11.84%
03/20092.39%65.61%16.78%15.23%
Click here to see more historic asset allocation information on AIM Select Real Estate Income C Fund (ASRCX)

  

Most Recent Top 10 Holdings in AIM Select Real Estate Income C Fund (ASRCX)

Discover what AIM Select Real Estate Income C Fund (ASRCX) manager is buying

30-Sep-09
SIMON PPTY GRP INC [7.61%]
SENIOR HSG SBI [4.74%]
VENTAS INC [4.53%]
LIBERTY PROPERTIES [3.55%]
ESSEX PRTY TR INC [3.54%]
Public Storage [3.46%]
HEALTH CARE REIT [3.27%]
MACK-CALI REALTY CP [3.17%]
MID AMER APT COMMUN [3.05%]
NATIONAL RETAIL PROP [2.85%]

30-Jun-09
SIMON PPTY GRP INC [7.61%]
SENIOR HSG SBI [4.74%]
VENTAS INC [4.53%]
LIBERTY PROPERTIES [3.55%]
ESSEX PRTY TR INC [3.54%]
Public Storage [3.46%]
HEALTH CARE REIT [3.27%]
MACK-CALI REALTY CP [3.17%]
MID AMER APT COMMUN [3.05%]
NATIONAL RETAIL PROP [2.85%]

31-Mar-09
SIMON PPTY GRP INC [6.97%]
SENIOR HSG SBI [5.5%]
Public Storage [4.44%]
ESSEX PRTY TR INC [4.28%]
HEALTH CARE REIT [3.85%]
MACK-CALI REALTY CP [3.84%]
LIBERTY PROPERTIES [3.61%]
MID AMER APT COMMUN [3.46%]
NATIONAL RETAIL PROP [3.41%]
VENTAS INC [3.21%]
Click here for Stock Holding Change Map in AIM Select Real Estate Income C Fund (ASRCX)

  

Related books and products to AIM Select Real Estate Income C Fund (ASRCX)

  

Latest News on AIM Select Real Estate Income C (ASRCX)

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