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

Mutual Fund Insights: AIM Trimark Small Companies R Fund (ATIRX)

In-depth Analysis of AIM Trimark Small Companies R Fund (ATIRX)

Mutual fund chart: AIM Trimark Small Companies R Fund (ATIRX)

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See AIM Trimark Small Companies R Fund (ATIRX) performance details as of January 31, 2010

  

    Last Trade: $14.44 on 3/11/2010, Change: +0.08 (0.56%)
Experiment our closing price forecasting tool for AIM Trimark Small Companies R Fund (ATIRX) (alpha release)

  

Fund Manager - Robert Mikalachki

Fund Manager Tenure: 6.4 years   [Similar Funds: ATIAX  ATIBX  ATICX  ATIIX  ATIYX ]
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Rob is a vice president and portfolio manager at Invesco Trimark. Rob hails from London, Ontario. He began his career as an analyst at The Loyalty Group. He then worked as a senior associate in the investment banking division of PricewaterhouseCoopers before joining the company in 1999 as a small-caps investment analyst. He became a portfolio manager in 2000. He earned a BBA degree from Wilfrid Laurier University and is a CFA charterholder.  Get more insights on Robert Mikalachki

  

What we like about AIM Trimark Small Companies R Fund (ATIRX) What we like about AIM Trimark Small Companies R Fund (ATIRX)

Data for AIM Trimark Small Companies R Fund (ATIRX) as of January 31, 2010

  • AIM Trimark Small Companies R Fund (ATIRX) management has been with AIM Trimark Small Companies R Fund for 6.4 years
  • AIM Trimark Small Companies R Fund (ATIRX) has good short-term performance (1-year return 67.45% vs 41.29% Small Blend category average)
  • AIM Trimark Small Companies R Fund (ATIRX) has good mid-term performance (3-year return -2.82% vs -7.80% Small Blend category average)
  • AIM Trimark Small Companies R Fund (ATIRX) has good Long-term performance (5-year return 3.91% vs 0.36% Small Blend category average)
  • AIM Trimark Small Companies R Fund (ATIRX) ratio of up-years vs down years is greater than 2
  • AIM Trimark Small Companies R Fund (ATIRX) has a Morningstar rating of 4 and above
  • AIM Trimark Small Companies R Fund (ATIRX) has an annual stock turnover rate of 27.00% vs Small Blend average of 96.31%. It is good that AIM Trimark Small Companies R management does not trade extensively for its return.

  

What we are cautious about AIM Trimark Small Companies R Fund (ATIRX) What we are cautious about AIM Trimark Small Companies R Fund (ATIRX)

Data for AIM Trimark Small Companies R Fund (ATIRX) as of January 31, 2010

  • AIM Trimark Small Companies R 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 R Fund (ATIRX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.4 that is higher than category average of 25.24
  • AIM Trimark Small Companies R Fund (ATIRX) has a higher management fee of 1.63% than its Small Blend average of 1.53%
  • Even though AIM Trimark Small Companies R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AIM Trimark Small Companies R Fund (ATIRX) performance details as of January 31, 2010

  

  

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AIM Trimark Small Companies R Fund (ATIRX) Net Asset

Track net asset change of AIM Trimark Small Companies R fund (ATIRX)

DateNet Asset
01/2010$21.70M
11/2009$18.44M
10/2009$17.43M
More historic net asset information on AIM Trimark Small Companies R Fund (ATIRX)

  

AIM Trimark Small Companies R Fund (ATIRX) Portfolio Allocation

Track portfolio allocation change of AIM Trimark Small Companies R fund (ATIRX)

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 R Fund (ATIRX)

  

Most Recent Top 10 Holdings in AIM Trimark Small Companies R Fund (ATIRX)

Discover what AIM Trimark Small Companies R Fund (ATIRX) 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 R Fund (ATIRX)

  

Related books and products to AIM Trimark Small Companies R Fund (ATIRX)

  

Latest News on AIM Trimark Small Companies R (ATIRX)

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