Mutual Fund Insights: AIM Summit B Fund (BSMMX)

In-depth Analysis of AIM Summit B Fund (BSMMX)

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See AIM Summit B Fund (BSMMX) performance details as of February 28, 2010

  

Last Trade: $10.45 on 3/19/2010, Change: -0.05 (-0.48%)

Experiment our closing price forecasting tool for AIM Summit B Fund (BSMMX) (alpha release)

  

Fund Manager - Robert J. Lloyd

Fund Manager Tenure: 8.7 years
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)

Robert J. Lloyd is a senior portfolio manager with AIM Advisors which Robert J. Lloyd has been responsible for the fund since 2001 and has been associated with the advisor and/or its affiliates since 2000. From 1997 to 2000, Robert J. Lloyd was a trader with American Electric Power. Robert J. Lloyd served eight years in the U.S. Navy as a Naval Flight Officer flying the S-3B Viking. Robert J. Lloyd holds the Chartered Financial Analyst designation.  Get more insights on Robert J. Lloyd

  

 What we like about AIM Summit B Fund (BSMMX)

Data for AIM Summit B Fund (BSMMX) as of February 28, 2010

• AIM Summit B Fund (BSMMX) management has been with AIM Summit B Fund for 8.7 years
• AIM Summit B Fund (BSMMX) has good mid-term performance (3-year return -5.26% vs -3.50 % Large Growth category average)
• AIM Summit B Fund (BSMMX) has an annual stock turnover rate of 89.00% vs Large Growth average of 109.62%. It is good that AIM Summit B management does not trade extensively for its return.
• AIM Summit B Fund (BSMMX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.28, lower than category average of 21.35

  

 What we are cautious about AIM Summit B Fund (BSMMX)

Data for AIM Summit B Fund (BSMMX) as of February 28, 2010

• AIM Summit B Fund (BSMMX) has a less-than-ideal short-term performance (1-year return 33.78% vs 51.46 % Large Growth category average)
• AIM Summit B Fund (BSMMX) has a less-than-ideal Long-term performance (5-year return -0.26% vs 1.34 % Large Growth category average)
• AIM Summit B Fund (BSMMX) ratio of up-years vs down years can be improved
• AIM Summit B Fund (BSMMX) has a Morningstar rating of 3 and below
• AIM Summit B Fund (BSMMX) is less safe compared to its Large Growth peers
• AIM Summit B Fund (BSMMX) does not have a good risk adjusted return as its 3-year Alpha of -0.76 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.3
• AIM Summit B Fund (BSMMX) has a higher management fee of 1.87% than its Large Growth average of 1.33%
• AIM Summit B Fund (BSMMX) carries a 5% load

See AIM Summit B Fund (BSMMX) performance details as of February 28, 2010

  

  

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AIM Summit B Fund (BSMMX) Net Asset

Track net asset change of AIM Summit B fund (BSMMX)

Date	Net Asset
02/2010	$1.69B
01/2010	$1.83M
11/2009	$1.97M

More historic net asset information on AIM Summit B Fund (BSMMX)

  

AIM Summit B Fund (BSMMX) Portfolio Allocation

Track portfolio allocation change of AIM Summit B fund (BSMMX)

Date	Cash	Stock	Bond	Other
09/2009	6.02%	93.98%	0%	0%
06/2009	7.13%	92.87%	0%	0%
03/2009	9.57%	90.43%	0%	0%

Click here to see more historic asset allocation information on AIM Summit B Fund (BSMMX)

  

Most Recent Top 10 Holdings in AIM Summit B Fund (BSMMX)

Discover what AIM Summit B Fund (BSMMX) manager is buying

30-Sep-09 Aim Treasurers Ser Tr [3.56%] AIM STIT Liquid Assets Inst [3.56%] JOHNSON AND JOHNS DC [3.47%] Microsoft Corporation [3.22%] BECTON DICKINSON CO [3.17%] COCA COLA CO THE [2.73%] PROCTER GAMBLE CO [2.73%] BAXTER INTL INC [2.69%] PEPSICO INC [2.61%] KDDI Corp. [2.6%]

30-Jun-09 Aim Treasurers Ser Tr [3.56%] AIM STIT Liquid Assets Inst [3.56%] JOHNSON AND JOHNS DC [3.47%] Microsoft Corporation [3.22%] BECTON DICKINSON CO [3.17%] COCA COLA CO THE [2.73%] PROCTER GAMBLE CO [2.73%] BAXTER INTL INC [2.69%] PEPSICO INC [2.61%] KDDI Corp. [2.6%]

31-Mar-09 COCA COLA CO THE [4.48%] JOHNSON AND JOHNS DC [4.47%] COLGATE PALMOLIVE [4.41%] PROCTER GAMBLE CO [4.16%] BECTON DICKINSON CO [3.32%] Microsoft Corporation [3.19%] PEPSICO INC [3.17%] KELLOGG CO [3.12%] BAXTER INTL INC [2.89%] RAYTHEON CO (NEW) [2.78%]

Click here for Stock Holding Change Map in AIM Summit B Fund (BSMMX)

  

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See more information on AIM Summit B Fund (BSMMX)

• AIM Summit B Fund Insights
• AIM Summit B Fund Performance Data
• AIM Summit B Fund News
• AIM Summit B Fund Score Explaination
• AIM Summit B Fund Manager Information
• Historic AIM Summit B Fund Asset Allocation Report
• Historic AIM Summit B Fund Top 10 Holding Tracking
• Historic AIM Summit B Fund Asset Under Management Tracking