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

Mutual Fund Insights: AIM Charter Y Fund (CHTYX)

In-depth Analysis of AIM Charter Y Fund (CHTYX)

Mutual fund chart: AIM Charter Y Fund (CHTYX)

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See AIM Charter Y Fund (CHTYX) performance details as of January 31, 2010

  

    Last Trade: $15.46 on 3/9/2010, Change: +0.01 (0.06%)
Experiment our closing price forecasting tool for AIM Charter Y Fund (CHTYX) (alpha release)

  

Fund Manager - Ronald S. Sloan

Fund Manager Tenure: 8.1 years   [Similar Funds: CHTCX  CHTRX  CHTVX ]
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Sloan is a senior portfolio manager with AIM Capital Management, his employer since 1998. Previously, he was with Verissimo Research and Management, where he served as president from 1993 to 1998. Prior to that, he was partner and executive vice president at Wood Island Associates/Siebel Capital Management from 1981 to 1993. He has been in the investment industry since 1971. Sloan holds the Chartered Financial Analyst designation.  Get more insights on Ronald S. Sloan

  

What we like about AIM Charter Y Fund (CHTYX) What we like about AIM Charter Y Fund (CHTYX)

Data for AIM Charter Y Fund (CHTYX) as of January 31, 2010

  • AIM Charter Y Fund (CHTYX) management has been with AIM Charter Y Fund for 8.1 years
  • AIM Charter Y Fund (CHTYX) has good short-term performance (1-year return 35.82% vs 34.15% Large Blend category average)
  • AIM Charter Y Fund (CHTYX) has good mid-term performance (3-year return -0.72% vs -7.17% Large Blend category average)
  • AIM Charter Y Fund (CHTYX) has good Long-term performance (5-year return 4.44% vs 0.19% Large Blend category average)
  • AIM Charter Y Fund (CHTYX) ratio of up-years vs down years is greater than 2
  • AIM Charter Y Fund (CHTYX) has a Morningstar rating of 4 and above
  • AIM Charter Y Fund (CHTYX) has an annual stock turnover rate of 32.00% vs Large Blend average of 80.36%. It is good that AIM Charter Y management does not trade extensively for its return.
  • AIM Charter Y Fund (CHTYX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.72, lower than category average of 20.52
  • AIM Charter Y Fund (CHTYX) has a lower management fee than its Large Blend average: 0.96% vs 1.10%
  • AIM Charter Y Fund (CHTYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM Charter Y Fund (CHTYX) What we are cautious about AIM Charter Y Fund (CHTYX)

Data for AIM Charter Y Fund (CHTYX) as of January 31, 2010

  • AIM Charter Y 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.
See AIM Charter Y Fund (CHTYX) performance details as of January 31, 2010

  

  

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AIM Charter Y Fund (CHTYX) Net Asset

Track net asset change of AIM Charter Y fund (CHTYX)

DateNet Asset
01/2010$88.90M
11/2009$76.01M
10/2009$69.37M
More historic net asset information on AIM Charter Y Fund (CHTYX)

  

AIM Charter Y Fund (CHTYX) Portfolio Allocation

Track portfolio allocation change of AIM Charter Y fund (CHTYX)

DateCashStockBondOther
09/200914.93%85.07%0%0%
06/200914.3%85.7%0%0%
03/200911.42%88.58%0%0%
Click here to see more historic asset allocation information on AIM Charter Y Fund (CHTYX)

  

Most Recent Top 10 Holdings in AIM Charter Y Fund (CHTYX)

Discover what AIM Charter Y Fund (CHTYX) 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 [2.82%]
Microsoft Corporation [2.41%]
NOKIA [2.39%]
3M COMPANY [2.35%]
CADBURY PLC [2.32%]
Comcast Corporation [2.28%]
MEDTRONIC [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 Y Fund (CHTYX)

  

Related books and products to AIM Charter Y Fund (CHTYX)

  

Latest News on AIM Charter Y (CHTYX)

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