Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: AIM Trimark Endeavor C Fund (ATDCX)

In-depth Analysis of AIM Trimark Endeavor C Fund (ATDCX)

Mutual fund chart: AIM Trimark Endeavor C Fund (ATDCX)

3 months
6 months
1 year
3 year
5 year

See AIM Trimark Endeavor C Fund (ATDCX) performance details as of January 31, 2010

  

    Last Trade: $14.10 on 3/19/2010, Change: -0.09 (-0.63%)
Experiment our closing price forecasting tool for AIM Trimark Endeavor C Fund (ATDCX) (alpha release)

  

Fund Manager - Clayton Zacharias

Fund Manager Tenure: 3.1 years   [Similar Funds: ATDAX  ATDBX  ATDIX  ATDRX  ATDYX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Clayton is a vice president and portfolio manager at Invesco Trimark. He began his career in the financial services industry in 1994 at PricewaterhouseCoopers, where he worked in progressive roles as a senior associate, manager and vice president. He joined the company in 2002 as an investment analyst and became a portfolio manager in 2006. He earned a BBA degree from Simon Fraser University and holds both the Chartered Accountant and Chartered Financial Analyst designations.  Get more insights on Clayton Zacharias

  

What we like about AIM Trimark Endeavor C Fund (ATDCX) What we like about AIM Trimark Endeavor C Fund (ATDCX)

Data for AIM Trimark Endeavor C Fund (ATDCX) as of January 31, 2010

  • AIM Trimark Endeavor C Fund (ATDCX) management has been with AIM Trimark Endeavor C Fund for 3.1 years
  • AIM Trimark Endeavor C Fund (ATDCX) has good short-term performance (1-year return 66.93% vs 42.02% Mid-Cap Blend category average)
  • AIM Trimark Endeavor C Fund (ATDCX) has good mid-term performance (3-year return -4.91% vs -6.52% Mid-Cap Blend category average)
  • AIM Trimark Endeavor C Fund (ATDCX) has good Long-term performance (5-year return 3.39% vs 1.32% Mid-Cap Blend category average)
  • AIM Trimark Endeavor C Fund (ATDCX) has an annual stock turnover rate of 30.00% vs Mid-Cap Blend average of 91.38%. It is good that AIM Trimark Endeavor C management does not trade extensively for its return.

  

What we are cautious about AIM Trimark Endeavor C Fund (ATDCX) What we are cautious about AIM Trimark Endeavor C Fund (ATDCX)

Data for AIM Trimark Endeavor C Fund (ATDCX) as of January 31, 2010

  • AIM Trimark Endeavor C Fund is a focused fund with 50.58% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Trimark Endeavor C Fund (ATDCX) ratio of up-years vs down years can be improved
  • AIM Trimark Endeavor C Fund (ATDCX) has a Morningstar rating of 3 and below
  • AIM Trimark Endeavor C Fund (ATDCX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.69 that is higher than category average of 24.11
  • AIM Trimark Endeavor C Fund (ATDCX) has a higher management fee of 2.28% than its Mid-Cap Blend average of 1.38%
  • AIM Trimark Endeavor C Fund (ATDCX) carries a 1% load
See AIM Trimark Endeavor C Fund (ATDCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Blend category?

Below are some additional Mid-Cap Blend mutual funds generated out of our database

  

AIM Trimark Endeavor C Fund (ATDCX) Net Asset

Track net asset change of AIM Trimark Endeavor C fund (ATDCX)

DateNet Asset
01/2010$18.51M
11/2009$16.91M
10/2009$16.97M
More historic net asset information on AIM Trimark Endeavor C Fund (ATDCX)

  

AIM Trimark Endeavor C Fund (ATDCX) Portfolio Allocation

Track portfolio allocation change of AIM Trimark Endeavor C fund (ATDCX)

DateCashStockBondOther
09/200918.01%81.99%0%0%
06/200910.17%89.83%0%0%
03/20093.85%96.15%0%0%
Click here to see more historic asset allocation information on AIM Trimark Endeavor C Fund (ATDCX)

  

Most Recent Top 10 Holdings in AIM Trimark Endeavor C Fund (ATDCX)

Discover what AIM Trimark Endeavor C Fund (ATDCX) manager is buying

30-Sep-09
Patterson Companies Inc. [5.31%]
KINETIC CONCEPTS INC [5.25%]
AIM STIT Liquid Assets Inst [5.09%]
Aim Treasurers Ser Tr [5.09%]
ZIMMER HOLDINGS INC [4.95%]
Vienna Ins Group, Wien [4.95%]
JONES LANG LASALLE [4.94%]
TEMPUR-PEDIC INTL [4.88%]
UNUM GROUP [4.69%]
UNITEDHEALTH GROUP [4.41%]

30-Jun-09
Patterson Companies Inc. [5.31%]
KINETIC CONCEPTS INC [5.25%]
AIM STIT Liquid Assets Inst [5.09%]
Aim Treasurers Ser Tr [5.09%]
ZIMMER HOLDINGS INC [4.95%]
Vienna Ins Group, Wien [4.95%]
JONES LANG LASALLE [4.94%]
TEMPUR-PEDIC INTL [4.88%]
UNUM GROUP [4.69%]
UNITEDHEALTH GROUP [4.41%]

31-Mar-09
Tempur-Pedic International Inc [6.08%]
Kinetic Concepts Inc (New) [5.86%]
Zimmer Holdings, Inc. [5.8%]
Unum Group [5.33%]
Vienna Ins Grp [5.18%]
Jones Lang LaSalle Inc [5.06%]
Patterson Companies Inc. [4.95%]
eBay Inc. [4.63%]
Pool Corporation [4.48%]
Plantronics, Inc. [4.45%]
Click here for Stock Holding Change Map in AIM Trimark Endeavor C Fund (ATDCX)

  

Related books and products to AIM Trimark Endeavor C Fund (ATDCX)

  

Latest News on AIM Trimark Endeavor C (ATDCX)

See what is happening with AIM Trimark Endeavor C Fund (ATDCX)

 

Books and Resources

 

 

See more information on AIM Trimark Endeavor C Fund (ATDCX)