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Mutual Fund Insights: AIM Trimark Small Companies A Fund (ATIAX)

In-depth Analysis of AIM Trimark Small Companies A Fund (ATIAX)

Mutual fund chart: AIM Trimark Small Companies A Fund (ATIAX)

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See AIM Trimark Small Companies A Fund (ATIAX) performance details as of February 28, 2010

  

    Last Trade: $14.62 on 3/19/2010, Change: -0.20 (-1.35%)
Experiment our closing price forecasting tool for AIM Trimark Small Companies A Fund (ATIAX) (alpha release)

  

Fund Manager - Ted Chisholm

Fund Manager Tenure: 4.0 years   [Similar Funds: ATIBX  ATICX  ATIIX  ATIRX  ATIYX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Mr. Ted Chisholm is a portfolio manager at AIM Trimark Investments. Ted Chisholm began his investment career in 1991 and joined AIM Trimark in 2003 as an investment analyst. Mr. Ted Chisholm is a portfolio manager for Trimark Canadian Small Companies Fund and Trimark U.S. Small Companies Class.  Get more insights on Ted Chisholm

  

What we like about AIM Trimark Small Companies A Fund (ATIAX) What we like about AIM Trimark Small Companies A Fund (ATIAX)

Data for AIM Trimark Small Companies A Fund (ATIAX) as of February 28, 2010

  • AIM Trimark Small Companies A Fund (ATIAX) management has been with AIM Trimark Small Companies A Fund for 4.0 years
  • AIM Trimark Small Companies A Fund (ATIAX) has good Long-term performance (5-year return 4.53% vs 0.83 % Small Blend category average)
  • AIM Trimark Small Companies A Fund (ATIAX) ratio of up-years vs down years is greater than 2
  • AIM Trimark Small Companies A Fund (ATIAX) has a Morningstar rating of 4 and above
  • AIM Trimark Small Companies A Fund (ATIAX) has an annual stock turnover rate of 27.00% vs Small Blend average of 97.63%. It is good that AIM Trimark Small Companies A management does not trade extensively for its return.
  • AIM Trimark Small Companies A Fund (ATIAX) has a lower management fee than its Small Blend average: 1.47% vs 1.53%

  

What we are cautious about AIM Trimark Small Companies A Fund (ATIAX) What we are cautious about AIM Trimark Small Companies A Fund (ATIAX)

Data for AIM Trimark Small Companies A Fund (ATIAX) as of February 28, 2010

  • AIM Trimark Small Companies A Fund is a focused fund with 67.74% 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 Small Companies A Fund (ATIAX) has a less-than-ideal short-term performance (1-year return 101.99% vs 67.42 % Small Blend category average)
  • AIM Trimark Small Companies A Fund (ATIAX) has a less-than-ideal mid-term performance (3-year return -1.71% vs -6.15 % Small Blend category average)
  • AIM Trimark Small Companies A Fund (ATIAX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.52 that is higher than category average of 25.44
  • AIM Trimark Small Companies A Fund (ATIAX) carries a 5.5% load
See AIM Trimark Small Companies A Fund (ATIAX) performance details as of February 28, 2010

  

  

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AIM Trimark Small Companies A Fund (ATIAX) Net Asset

Track net asset change of AIM Trimark Small Companies A fund (ATIAX)

DateNet Asset
02/2010$460.59M
01/2010$270.52M
11/2009$216.26M
More historic net asset information on AIM Trimark Small Companies A Fund (ATIAX)

  

AIM Trimark Small Companies A Fund (ATIAX) Portfolio Allocation

Track portfolio allocation change of AIM Trimark Small Companies A fund (ATIAX)

DateCashStockBondOther
09/20097.26%92.32%0%0.43%
06/200914.68%84.34%0.64%0.33%
03/20095.46%93.69%0.51%0.34%
Click here to see more historic asset allocation information on AIM Trimark Small Companies A Fund (ATIAX)

  

Most Recent Top 10 Holdings in AIM Trimark Small Companies A Fund (ATIAX)

Discover what AIM Trimark Small Companies A Fund (ATIAX) manager is buying

30-Sep-09
AIM STIT Liquid Assets Inst [7.34%]
Aim Treasurers Ser Tr [7.34%]
KINETIC CONCEPTS INC [7.32%]
INTL RECTIFIER [6.92%]
NutriSystem Inc [6.19%]
TEMPUR-PEDIC INTL [5.9%]
ASM International N.V. [5%]
Chemtrade Logistics Income Fund [4.98%]
CON-WAY INC [4.81%]
Brightpoint, Inc. [4.64%]

30-Jun-09
AIM STIT Liquid Assets Inst [7.34%]
Aim Treasurers Ser Tr [7.34%]
KINETIC CONCEPTS INC [7.32%]
INTL RECTIFIER [6.92%]
NutriSystem Inc [6.19%]
TEMPUR-PEDIC INTL [5.9%]
ASM International N.V. [5%]
Chemtrade Logistics Income Fund [4.98%]
CON-WAY INC [4.81%]
Brightpoint, Inc. [4.64%]

31-Mar-09
NutriSystem Inc [8.03%]
INTL RECTIFIER [7.27%]
KINETIC CONCEPTS INC [6.84%]
TEMPUR-PEDIC INTL [6.73%]
John Wiley & Sons, Inc. A [5.46%]
Brightpoint, Inc. [4.87%]
ASM International N.V. [4.26%]
Columbia Sportswear Company [3.94%]
Endo Pharmaceuticals Holdings I [3.79%]
Chemtrade Logistics Income Fund [3.6%]
Click here for Stock Holding Change Map in AIM Trimark Small Companies A Fund (ATIAX)

  

Related books and products to AIM Trimark Small Companies A Fund (ATIAX)

  

Latest News on AIM Trimark Small Companies A (ATIAX)

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