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Mutual Fund Insights: AIM Trimark A Fund (ATKAX)

In-depth Analysis of AIM Trimark A Fund (ATKAX)

Mutual fund chart: AIM Trimark A Fund (ATKAX)

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See AIM Trimark A Fund (ATKAX) performance details as of February 28, 2010

  

    Last Trade: $10.13 on 3/19/2010, Change: -0.04 (-0.39%)

  

Fund ManagerFund Manager - Heather Peirce

Fund Manager Tenure: 0.6 years   [Similar Funds: ATKBX  ATKCX  ATKIX  ATKRX  ATKYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Heather is a vice president and portfolio manager at Invesco Trimark. After working at RBC Dominion Securities while a student, Heather began her investment career in 1991 when Heather Peirce joined RBC Global Investment Management as a trader. When Heather Peirce left in 2002, Heather Peirce was a vice president and portfolio manager – titles Heather Peirce now holds at Invesco Trimark. Ms. Heather Peirce holds a BA in Economics and Management Studies from the University of Waterloo.  Get more insights on Heather Peirce

  

What we like about AIM Trimark A Fund (ATKAX) What we like about AIM Trimark A Fund (ATKAX)

Data for AIM Trimark A Fund (ATKAX) as of February 28, 2010

  • AIM Trimark A Fund (ATKAX) has good mid-term performance (3-year return -9.67% vs -5.50 % World Stock category average)
  • AIM Trimark A Fund (ATKAX) ratio of up-years vs down years is greater than 2
  • AIM Trimark A Fund (ATKAX) has an annual stock turnover rate of 29.00% vs World Stock average of 107.12%. It is good that AIM Trimark A management does not trade extensively for its return.
  • AIM Trimark A Fund (ATKAX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.63, lower than category average of 23.02

  

What we are cautious about AIM Trimark A Fund (ATKAX) What we are cautious about AIM Trimark A Fund (ATKAX)

Data for AIM Trimark A Fund (ATKAX) as of February 28, 2010

  • AIM Trimark A Fund (ATKAX) management has been with AIM Trimark A Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Trimark A Fund is a focused fund with 57.95% 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 A Fund (ATKAX) has a less-than-ideal short-term performance (1-year return 54.27% vs 55.76 % World Stock category average)
  • AIM Trimark A Fund (ATKAX) has a less-than-ideal Long-term performance (5-year return 0.55% vs 2.24 % World Stock category average)
  • AIM Trimark A Fund (ATKAX) has a Morningstar rating of 3 and below
  • AIM Trimark A Fund (ATKAX) does not have a good risk adjusted return as its 3-year Alpha of -2.79 is worse than category average of 1.85, and its 3-year Sharpe ratio is -0.41
  • AIM Trimark A Fund (ATKAX) has a higher management fee of 2.20% than its World Stock average of 1.53%
  • AIM Trimark A Fund (ATKAX) carries a 5.5% load
See AIM Trimark A Fund (ATKAX) performance details as of February 28, 2010

  

  

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AIM Trimark A Fund (ATKAX) Net Asset

Track net asset change of AIM Trimark A fund (ATKAX)

DateNet Asset
02/2010$20.24M
01/2010$12.53M
11/2009$12.72M
More historic net asset information on AIM Trimark A Fund (ATKAX)

  

AIM Trimark A Fund (ATKAX) Portfolio Allocation

Track portfolio allocation change of AIM Trimark A fund (ATKAX)

DateCashStockBondOther
09/20090.94%99.06%0%0%
06/20090%100%0%0%
03/20090%100%0%0%
Click here to see more historic asset allocation information on AIM Trimark A Fund (ATKAX)

  

Most Recent Top 10 Holdings in AIM Trimark A Fund (ATKAX)

Discover what AIM Trimark A Fund (ATKAX) manager is buying

30-Sep-09
NESTLE N ORD [9.46%]
Microsoft Corporation [7.18%]
Nokia Corporation [6.83%]
Roche Holding AG [6.64%]
Cisco Systems, Inc. [4.26%]
Schindler Hldg Ag, Hergiswil [4.13%]
ARYZTA AG [3.93%]
Nokian Tyres Plc [3.42%]
NYSE Arca EQ Weigt Pharma Index [3.39%]
Novartis [3.34%]

30-Jun-09
NESTLE N ORD [9.46%]
Microsoft Corporation [7.18%]
Nokia Corporation [6.83%]
Roche Holding AG [6.64%]
Cisco Systems, Inc. [4.26%]
Schindler Hldg Ag, Hergiswil [4.13%]
ARYZTA AG [3.93%]
Nokian Tyres Plc [3.42%]
NYSE Arca EQ Weigt Pharma Index [3.39%]
Noven Pharmaceuticals, Inc. [3.34%]

31-Mar-09
Nestle [9.31%]
Roche Holding AG [7.52%]
Microsoft Corporation [6.09%]
Nokia Corporation [6.02%]
Novartis [4.68%]
Cisco Systems, Inc. [4.48%]
WILLIS GROUP HOLDING [4%]
Schindler Hldg Ag, Hergiswil [3.69%]
MEDTRONIC INC [3.41%]
KINETIC CONCEPTS INC [3.36%]
Click here for Stock Holding Change Map in AIM Trimark A Fund (ATKAX)

  

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