Mutual Fund Insights: AIM Tax-Free Intermediate A Fund (ATFAX)

In-depth Analysis of AIM Tax-Free Intermediate A Fund (ATFAX)

3 months 6 months 1 year 3 year 5 year

See AIM Tax-Free Intermediate A Fund (ATFAX) performance details as of February 28, 2010

  

Last Trade: $11.21 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Stephen D. Turman

Fund Manager Tenure: 21.9 years   [Similar Funds: ATFIX  ATFYX ]
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)

Stephen D. Turman is a portfolio manager with AIM. Stephen D. Turman manages several other AIM fixed-income funds. Stephen D. Turman has been a dual employee of AIM and Invesco Institutional(N.A.), Inc. since February 12, 2006. Before joining AIM in 1985, Turman worked in institutional sales for Dean Witter. Stephen D. Turman is a member of the Houston Society of Financial Analysts and the National Federation of Municipal Analysts. Stephen D. Turman holds the Chartered Financial Analyst designation.  Get more insights on Stephen D. Turman

  

 What we like about AIM Tax-Free Intermediate A Fund (ATFAX)

Data for AIM Tax-Free Intermediate A Fund (ATFAX) as of February 28, 2010

• AIM Tax-Free Intermediate A Fund (ATFAX) management has been with AIM Tax-Free Intermediate A Fund for 21.9 years
• AIM Tax-Free Intermediate A Fund (ATFAX) has good mid-term performance (3-year return 5.48% vs 4.00 % Muni National Interm category average)
• AIM Tax-Free Intermediate A Fund (ATFAX) has good Long-term performance (5-year return 4.07% vs 3.70 % Muni National Interm category average)
• AIM Tax-Free Intermediate A Fund (ATFAX) ratio of up-years vs down years is greater than 2
• AIM Tax-Free Intermediate A Fund (ATFAX) has an annual stock turnover rate of 22.00% vs Muni National Interm average of 42.33%. It is good that AIM Tax-Free Intermediate A management does not trade extensively for its return.
• AIM Tax-Free Intermediate A Fund (ATFAX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.47, lower than category average of 5.39
• AIM Tax-Free Intermediate A Fund (ATFAX) has a lower management fee than its Muni National Interm average: 0.69% vs 0.90%

  

 What we are cautious about AIM Tax-Free Intermediate A Fund (ATFAX)

Data for AIM Tax-Free Intermediate A Fund (ATFAX) as of February 28, 2010

• AIM Tax-Free Intermediate A Fund (ATFAX) has a less-than-ideal short-term performance (1-year return 8.25% vs 9.19 % Muni National Interm category average)
• AIM Tax-Free Intermediate A Fund (ATFAX) has a Morningstar rating of 3 and below
• AIM Tax-Free Intermediate A Fund (ATFAX) is less safe compared to its Muni National Interm peers
• AIM Tax-Free Intermediate A Fund (ATFAX) carries a 2.5% load

See AIM Tax-Free Intermediate A Fund (ATFAX) performance details as of February 28, 2010

  

  

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AIM Tax-Free Intermediate A Fund (ATFAX) Net Asset

Track net asset change of AIM Tax-Free Intermediate A fund (ATFAX)

Date	Net Asset
02/2010	$1.77B
01/2010	$1.50B
11/2009	$1.21B

More historic net asset information on AIM Tax-Free Intermediate A Fund (ATFAX)

  

AIM Tax-Free Intermediate A Fund (ATFAX) Portfolio Allocation

Track portfolio allocation change of AIM Tax-Free Intermediate A fund (ATFAX)

Date	Cash	Stock	Bond	Other
09/2009	3.35%	0%	96.52%	0.13%
06/2009	4.76%	0%	95.02%	0.22%
03/2009	4.92%	0%	94.75%	0.33%

Click here to see more historic asset allocation information on AIM Tax-Free Intermediate A Fund (ATFAX)

  

Most Recent Top 10 Holdings in AIM Tax-Free Intermediate A Fund (ATFAX)

Discover what AIM Tax-Free Intermediate A Fund (ATFAX) manager is buying

30-Sep-09 Atlanta Ga Arpt Rev [3.42%] California St [2.62%] Chicago Ill Brd Ed [2.55%] Moon Indl Dev Auth Pa [2.51%] Indianapolis Loc Pub Imp [2.41%] Gwinnett Co Ga Hosp Auth [2.08%] California Health [1.87%] Charlotte Mecklenberg Nc [1.7%] Engy Northwest Wash Elec Rev Rev & 5.5% [1.38%] Wisconsin St Hlth & Edl [1.36%]

30-Jun-09 Atlanta Ga Arpt Rev [3.42%] California St [2.62%] Chicago Ill Brd Ed [2.55%] Moon Indl Dev Auth Pa [2.51%] Indianapolis Loc Pub Imp [2.41%] Gwinnett Co Ga Hosp Auth [2.08%] California Health [1.87%] Charlotte Mecklenberg Nc [1.7%] Engy Northwest Wash Elec Rev Rev & 5.5% [1.38%] Wisconsin St Hlth & Edl [1.36%]

31-Mar-09 Chicago Ill Brd Ed [2.68%] California Health [2.59%] Engy Northwest Wash Elec Rev Rev & 5.5% [2.17%] New Jersey St Transn Tr Fd Aut Tran 5.5% [2%] Oklahoma Cnty Okla Fin [1.96%] Missouri St Dev Fin [1.89%] Washington St Ctfs Partn Ref Ctf O 4.75% [1.47%] Massachusetts St Dev Fin [1.34%] New York City Mun Fin Au [1.34%] Rhode Island St Health [1.34%]

Click here for Stock Holding Change Map in AIM Tax-Free Intermediate A Fund (ATFAX)

  

Related books and products to AIM Tax-Free Intermediate A Fund (ATFAX)

  

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Books and Resources

 

 

See more information on AIM Tax-Free Intermediate A Fund (ATFAX)

• AIM Tax-Free Intermediate A Fund Insights
• AIM Tax-Free Intermediate A Fund Performance Data
• AIM Tax-Free Intermediate A Fund News
• AIM Tax-Free Intermediate A Fund Score Explaination
• AIM Tax-Free Intermediate A Fund Manager Information
• Historic AIM Tax-Free Intermediate A Fund Asset Allocation Report
• Historic AIM Tax-Free Intermediate A Fund Top 10 Holding Tracking
• Historic AIM Tax-Free Intermediate A Fund Asset Under Management Tracking