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

Mutual Fund Insights: AIM Basic Balanced Inv Fund (BBLTX)

In-depth Analysis of AIM Basic Balanced Inv Fund (BBLTX)

Mutual fund chart: AIM Basic Balanced Inv Fund (BBLTX)

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See AIM Basic Balanced Inv Fund (BBLTX) performance details as of January 31, 2010

  

    Last Trade: $10.69 on 3/19/2010, Change: -0.05 (-0.47%)
Experiment our closing price forecasting tool for AIM Basic Balanced Inv Fund (BBLTX) (alpha release)

  

Fund Manager - Bret W. Stanley

Fund Manager Tenure: 8.5 years   [Similar Funds: BBLAX  BBLBX  BBLCX  BBLIX  BBLRX  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 Inv Fund (BBLTX) What we like about AIM Basic Balanced Inv Fund (BBLTX)

Data for AIM Basic Balanced Inv Fund (BBLTX) as of January 31, 2010

  • AIM Basic Balanced Inv Fund (BBLTX) management has been with AIM Basic Balanced Inv Fund for 8.5 years
  • AIM Basic Balanced Inv Fund (BBLTX) has good short-term performance (1-year return 39.85% vs 27.80% Moderate Allocation category average)
  • AIM Basic Balanced Inv Fund (BBLTX) has an annual stock turnover rate of 50.00% vs Moderate Allocation average of 87.10%. It is good that AIM Basic Balanced Inv management does not trade extensively for its return.

  

What we are cautious about AIM Basic Balanced Inv Fund (BBLTX) What we are cautious about AIM Basic Balanced Inv Fund (BBLTX)

Data for AIM Basic Balanced Inv Fund (BBLTX) as of January 31, 2010

  • AIM Basic Balanced Inv Fund (BBLTX) has a less-than-ideal mid-term performance (3-year return -6.61% vs -2.95% Moderate Allocation category average)
  • AIM Basic Balanced Inv Fund (BBLTX) has a less-than-ideal Long-term performance (5-year return -0.73% vs 1.92% Moderate Allocation category average)
  • AIM Basic Balanced Inv Fund (BBLTX) ratio of up-years vs down years can be improved
  • AIM Basic Balanced Inv Fund (BBLTX) has a Morningstar rating of 3 and below
  • AIM Basic Balanced Inv Fund (BBLTX) is less safe compared to its Moderate Allocation peers
  • AIM Basic Balanced Inv Fund (BBLTX) does not have a good risk adjusted return as its 3-year Alpha of -5.73 is worse than category average of -3.13, and its 3-year Sharpe ratio is -0.33
  • AIM Basic Balanced Inv Fund (BBLTX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.42 that is higher than category average of 14.84
  • AIM Basic Balanced Inv Fund (BBLTX) has a higher management fee of 1.20% than its Moderate Allocation average of 1.02%
  • Even though AIM Basic Balanced Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See AIM Basic Balanced Inv Fund (BBLTX) performance details as of January 31, 2010

  

  

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AIM Basic Balanced Inv Fund (BBLTX) Net Asset

Track net asset change of AIM Basic Balanced Inv fund (BBLTX)

DateNet Asset
01/2010$122.64M
11/2009$126.09M
10/2009$122.33M
More historic net asset information on AIM Basic Balanced Inv Fund (BBLTX)

  

AIM Basic Balanced Inv Fund (BBLTX) Portfolio Allocation

Track portfolio allocation change of AIM Basic Balanced Inv fund (BBLTX)

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 Inv Fund (BBLTX)

  

Most Recent Top 10 Holdings in AIM Basic Balanced Inv Fund (BBLTX)

Discover what AIM Basic Balanced Inv Fund (BBLTX) 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 Inv Fund (BBLTX)

  

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