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Mutual Fund Insights: AIM Charter R Fund (CHRRX)
In-depth Analysis of AIM Charter R (CHRRX)
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Last Trade: $14.65 on 11/20/2009, Change: -0.04 (-0.27%)
Fund Manager - Ronald S. Sloan
Fund Manager Tenure: 7.8 years [Similar Funds: CHTRX ]Fundmojo Fund Grade: A+ (Score: 0.8) (What does this score mean?)Ronald S. Sloan is a senior portfolio manager with AIM Capital Management, his employer since 1998. Previously, Ronald S. Sloan was with Verissimo Research and Management, where Ronald S. Sloan served as president from 1993 to 1998. Prior to that, Ronald S. Sloan was partner and executive vice president at Wood Island Associates/Siebel Capital Management from 1981 to 1993. Ronald S. Sloan has been in the investment industry since 1971. Ronald S. Sloan holds the Chartered Financial Analyst designation.
Category Average: 11.86% , -6.78% , 0.49% | Category Average: 1.08% | Category Average: 78.94% |
What we like about AIM Charter R Fund (CHRRX)
Data for AIM Charter R Fund (CHRRX) as of October 31, 2009
- AIM Charter R Fund (CHRRX) management has been with AIM Charter R Fund for 7.8 years
- AIM Charter R Fund (CHRRX) has good short-term performance (1-year return 15.01% vs 11.86% Large Blend category average)
- AIM Charter R Fund (CHRRX) has good mid-term performance (3-year return -0.93% vs -6.78% Large Blend category average)
- AIM Charter R Fund (CHRRX) has good Long-term performance (5-year return 3.90% vs 0.49% Large Blend category average)
- AIM Charter R Fund (CHRRX) ratio of up-years vs down years is greater than 2
- AIM Charter R Fund (CHRRX) has a Morningstar rating of 4 and above
- AIM Charter R Fund (CHRRX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.59, lower than category average of 20.09
What we are cautious about AIM Charter R Fund (CHRRX)
Data for AIM Charter R Fund (CHRRX) as of October 31, 2009
- AIM Charter R Fund is a focused fund with 34.42% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- AIM Charter R Fund (CHRRX) has a higher management fee of 1.46% than its Large Blend average of 1.08%
- Even though AIM Charter R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
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AIM Charter R Fund (CHRRX) Net Asset
Track net asset change of AIM Charter R fund (CHRRX)
| Date | Net Asset |
| 10/2009 | $24.81M |
| 09/2009 | $23.33M |
| 08/2009 | $21.72M |
AIM Charter R Fund (CHRRX) Portfolio Allocation
Track portfolio allocation change of AIM Charter R fund (CHRRX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 14.93% | 85.07% | 0% | 0% |
| 06/2009 | 14.3% | 85.7% | 0% | 0% |
| 03/2009 | 11.42% | 88.58% | 0% | 0% |
Most Recent Top 10 Holdings in AIM Charter R Fund (CHRRX)
Discover what AIM Charter R Fund (CHRRX) manager is buying
AIM STIT Liquid Assets Inst [7.15%] Symantec Corporation [3.38%] PROGRESSIVE CP [2.82%] Microsoft Corporation [2.41%] NOKIA CP ADS [2.39%] 3M COMPANY [2.35%] CADBURY PLC [2.32%] Comcast Corporation [2.28%] MEDTRONIC INC [2.17%] | AIM STIT Liquid Assets Inst [7.15%] Symantec Corporation [3.38%] PROGRESSIVE CP [2.82%] Microsoft Corporation [2.41%] NOKIA CP ADS [2.39%] 3M COMPANY [2.35%] CADBURY PLC [2.32%] Comcast Corporation [2.28%] MEDTRONIC INC [2.17%] | PROGRESSIVE CP [3.22%] Comcast Corporation [2.49%] Berkshire Hathaway Inc. A [2.38%] Cadbury PLC [2.38%] Cisco Systems, Inc. [2.33%] 3M COMPANY [2.26%] NOKIA CP ADS [2.22%] Microsoft Corporation [2.16%] MEDTRONIC INC [2.13%] |
Related books and products to AIM Charter R Fund (CHRRX)
Latest News on AIM Charter R (CHRRX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
