Mutual Fund Insights: AIM Charter A Fund (CHTRX)

In-depth Analysis of AIM Charter A Fund (CHTRX)

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See AIM Charter A Fund (CHTRX) performance details as of February 28, 2010

  

Last Trade: $15.57 on 3/19/2010, Change: -0.06 (-0.38%)

Experiment our closing price forecasting tool for AIM Charter A Fund (CHTRX) (alpha release)

  

Fund Manager - Tyler Dann II

Fund Manager Tenure: 2.9 years   [Similar Funds: CHTCX  CHTVX  CHTYX  CHRRX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

Dann Tyler Dann II is a portfolio manager at AIM advisor. Tyler Dann II has been associated with the advisor and/or its affiliates since 2004. From 1998 to 2004, Dann was a principal and senior research analyst at Banc of America Securities LLC.  Get more insights on Tyler Dann II

  

 What we like about AIM Charter A Fund (CHTRX)

Data for AIM Charter A Fund (CHTRX) as of February 28, 2010

• AIM Charter A Fund (CHTRX) has good mid-term performance (3-year return 0.27% vs -5.77 % Large Blend category average)
• AIM Charter A Fund (CHTRX) has good Long-term performance (5-year return 4.00% vs 0.31 % Large Blend category average)
• AIM Charter A Fund (CHTRX) ratio of up-years vs down years is greater than 2
• AIM Charter A Fund (CHTRX) has a Morningstar rating of 4 and above
• AIM Charter A Fund (CHTRX) has an annual stock turnover rate of 32.00% vs Large Blend average of 79.86%. It is good that AIM Charter A management does not trade extensively for its return.
• AIM Charter A Fund (CHTRX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.74, lower than category average of 20.62

  

 What we are cautious about AIM Charter A Fund (CHTRX)

Data for AIM Charter A Fund (CHTRX) as of February 28, 2010

• AIM Charter A Fund (CHTRX) management has been with AIM Charter A Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
• AIM Charter A Fund is a focused fund with 35.17% 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 A Fund (CHTRX) has a less-than-ideal short-term performance (1-year return 52.15% vs 53.54 % Large Blend category average)
• AIM Charter A Fund (CHTRX) has a higher management fee of 1.26% than its Large Blend average of 1.11%
• AIM Charter A Fund (CHTRX) carries a 5.5% load

See AIM Charter A Fund (CHTRX) performance details as of February 28, 2010

  

  

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AIM Charter A Fund (CHTRX) Net Asset

Track net asset change of AIM Charter A fund (CHTRX)

Date	Net Asset
02/2010	$5.28B
01/2010	$4.09B
11/2009	$4.08B

More historic net asset information on AIM Charter A Fund (CHTRX)

  

AIM Charter A Fund (CHTRX) Portfolio Allocation

Track portfolio allocation change of AIM Charter A fund (CHTRX)

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%

Click here to see more historic asset allocation information on AIM Charter A Fund (CHTRX)

  

Most Recent Top 10 Holdings in AIM Charter A Fund (CHTRX)

Discover what AIM Charter A Fund (CHTRX) manager is buying

30-Sep-09 Aim Treasurers Ser Tr [7.15%] 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%]

30-Jun-09 Aim Treasurers Ser Tr [7.15%] 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%]

31-Mar-09 Symantec Corporation [3.76%] 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%]

Click here for Stock Holding Change Map in AIM Charter A Fund (CHTRX)

  

Related books and products to AIM Charter A Fund (CHTRX)

  

Latest News on AIM Charter A (CHTRX)

See what is happening with AIM Charter A Fund (CHTRX)

American Funds Win in Fee Lawsuit Means Loss for Shareholders (Morningstar.com) See more news on AIM Charter A Fund (CHTRX)

 

Books and Resources

 

 

See more information on AIM Charter A Fund (CHTRX)

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