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Mutual Fund Insights: AIM Basic Balanced B Fund (BBLBX)

In-depth Analysis of AIM Basic Balanced B Fund (BBLBX)

Mutual fund chart: AIM Basic Balanced B Fund (BBLBX)

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See AIM Basic Balanced B Fund (BBLBX) performance details as of January 31, 2010

  

    Last Trade: $10.67 on 3/19/2010, Change: -0.05 (-0.47%)
Experiment our closing price forecasting tool for AIM Basic Balanced B Fund (BBLBX) (alpha release)

  

Fund Manager - Bret W. Stanley

Fund Manager Tenure: 8.5 years   [Similar Funds: BBLAX  BBLCX  BBLIX  BBLRX  BBLTX  BBLYX ]
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)
Stanley is a senior portfolio manager with AIM Capital Management, his employer since 1998. Prior to joining the firm, he was vice president and portfolio manager with Van Kampen American Capital, involved with the management of growth and income, equity income and value portfolios. He began his investment career in 1988. Stanley holds the Chartered Financial Analyst designation.  Get more insights on Bret W. Stanley

  

What we like about AIM Basic Balanced B Fund (BBLBX) What we like about AIM Basic Balanced B Fund (BBLBX)

Data for AIM Basic Balanced B Fund (BBLBX) as of January 31, 2010

  • AIM Basic Balanced B Fund (BBLBX) management has been with AIM Basic Balanced B Fund for 8.5 years
  • AIM Basic Balanced B Fund (BBLBX) has good short-term performance (1-year return 38.93% vs 27.80% Moderate Allocation category average)
  • AIM Basic Balanced B Fund (BBLBX) ratio of up-years vs down years is greater than 2
  • AIM Basic Balanced B Fund (BBLBX) has an annual stock turnover rate of 50.00% vs Moderate Allocation average of 87.10%. It is good that AIM Basic Balanced B management does not trade extensively for its return.

  

What we are cautious about AIM Basic Balanced B Fund (BBLBX) What we are cautious about AIM Basic Balanced B Fund (BBLBX)

Data for AIM Basic Balanced B Fund (BBLBX) as of January 31, 2010

  • AIM Basic Balanced B Fund (BBLBX) has a less-than-ideal mid-term performance (3-year return -7.28% vs -2.95% Moderate Allocation category average)
  • AIM Basic Balanced B Fund (BBLBX) has a less-than-ideal Long-term performance (5-year return -1.45% vs 1.92% Moderate Allocation category average)
  • AIM Basic Balanced B Fund (BBLBX) has a Morningstar rating of 3 and below
  • AIM Basic Balanced B Fund (BBLBX) is less safe compared to its Moderate Allocation peers
  • AIM Basic Balanced B Fund (BBLBX) does not have a good risk adjusted return as its 3-year Alpha of -6.46 is worse than category average of -3.13, and its 3-year Sharpe ratio is -0.36
  • AIM Basic Balanced B Fund (BBLBX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.39 that is higher than category average of 14.84
  • AIM Basic Balanced B Fund (BBLBX) has a higher management fee of 1.95% than its Moderate Allocation average of 1.02%
  • AIM Basic Balanced B Fund (BBLBX) carries a 5% load
See AIM Basic Balanced B Fund (BBLBX) performance details as of January 31, 2010

  

  

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AIM Basic Balanced B Fund (BBLBX) Net Asset

Track net asset change of AIM Basic Balanced B fund (BBLBX)

DateNet Asset
01/2010$60.60M
11/2009$64.78M
10/2009$64.38M
More historic net asset information on AIM Basic Balanced B Fund (BBLBX)

  

AIM Basic Balanced B Fund (BBLBX) Portfolio Allocation

Track portfolio allocation change of AIM Basic Balanced B fund (BBLBX)

DateCashStockBondOther
09/20093.77%69.38%25.39%1.45%
06/20092.22%62.87%32.9%2%
03/20095.84%59.68%32.36%2.1%
Click here to see more historic asset allocation information on AIM Basic Balanced B Fund (BBLBX)

  

Most Recent Top 10 Holdings in AIM Basic Balanced B Fund (BBLBX)

Discover what AIM Basic Balanced B Fund (BBLBX) manager is buying

30-Sep-09
US Treasury Note (Fut) [5.63%]
US Treasury Bond (Fut) [4.09%]
ASML Holding N.V. [3.44%]
UNITEDHEALTH GROUP [2.99%]
ROBERT HALF INTL INC [2.73%]
Dell Inc. [2.59%]
FNMA [2.5%]
OMNICOM GP INC [2.29%]
JP MORGAN CHASE CO [2.26%]

30-Jun-09
US Treasury Note (Fut) [5.63%]
US Treasury Bond (Fut) [4.09%]
ASML Holding N.V. [3.44%]
UNITEDHEALTH GROUP [2.99%]
ROBERT HALF INTL INC [2.73%]
Dell Inc. [2.59%]
FNMA [2.5%]
OMNICOM GP INC [2.29%]
JP MORGAN CHASE CO [2.26%]

31-Mar-09
ASML Holding NV [3.2%]
FNMA [2.88%]
UNITEDHEALTH GROUP [2.85%]
ROBERT HALF INTL INC [2.34%]
AETNA INC. NEW [2.04%]
Dell Inc. [2.03%]
JP MORGAN CHASE CO [2%]
TARGET CP [1.96%]
OMNICOM GP INC [1.93%]

Click here for Stock Holding Change Map in AIM Basic Balanced B Fund (BBLBX)

  

Related books and products to AIM Basic Balanced B Fund (BBLBX)

  

Latest News on AIM Basic Balanced B (BBLBX)

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