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

Mutual Fund Insights: AIM Income Allocation C Fund (CLIAX)

In-depth Analysis of AIM Income Allocation C Fund (CLIAX)

Mutual fund chart: AIM Income Allocation C Fund (CLIAX)

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See AIM Income Allocation C Fund (CLIAX) performance details as of January 31, 2010

  

    Last Trade: $9.40 on 3/16/2010, Change: +0.04 (0.43%)
Experiment our closing price forecasting tool for AIM Income Allocation C Fund (CLIAX) (alpha release)

  

Fund Manager - Gary K Wendler

Fund Manager Tenure: 4.4 years
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Wendler is a portfolio manager and the director of Research and Product Development of AIM Advisors with which he has been associated since 1995.  Get more insights on Gary K Wendler

  

What we like about AIM Income Allocation C Fund (CLIAX) What we like about AIM Income Allocation C Fund (CLIAX)

Data for AIM Income Allocation C Fund (CLIAX) as of January 31, 2010

  • AIM Income Allocation C Fund (CLIAX) management has been with AIM Income Allocation C Fund for 4.4 years
  • AIM Income Allocation C Fund (CLIAX) has good short-term performance (1-year return 23.58% vs 22.81% Conservative Allocation category average)
  • AIM Income Allocation C Fund (CLIAX) has an annual stock turnover rate of 27.00% vs Conservative Allocation average of 74.77%. It is good that AIM Income Allocation C management does not trade extensively for its return.

  

What we are cautious about AIM Income Allocation C Fund (CLIAX) What we are cautious about AIM Income Allocation C Fund (CLIAX)

Data for AIM Income Allocation C Fund (CLIAX) as of January 31, 2010

  • AIM Income Allocation C Fund is a focused fund with 95.23% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Income Allocation C Fund (CLIAX) has a less-than-ideal mid-term performance (3-year return -0.61% vs 0.26% Conservative Allocation category average)
  • AIM Income Allocation C Fund (CLIAX) ratio of up-years vs down years can be improved
  • AIM Income Allocation C Fund (CLIAX) has a Morningstar rating of 3 and below
  • AIM Income Allocation C Fund (CLIAX) is less safe compared to its Conservative Allocation peers
  • AIM Income Allocation C Fund (CLIAX) does not have a good risk adjusted return as its 3-year Alpha of -1.46 is worse than category average of -0.63, and its 3-year Sharpe ratio is -0.18
  • AIM Income Allocation C Fund (CLIAX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.89 that is higher than category average of 10.66
  • AIM Income Allocation C Fund (CLIAX) has a higher management fee of 1.74% than its Conservative Allocation average of 0.86%
  • AIM Income Allocation C Fund (CLIAX) carries a 1% load
See AIM Income Allocation C Fund (CLIAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Conservative Allocation category?

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AIM Income Allocation C Fund (CLIAX) Net Asset

Track net asset change of AIM Income Allocation C fund (CLIAX)

DateNet Asset
01/2010$20.50M
11/2009$20.88M
10/2009$20.53M
More historic net asset information on AIM Income Allocation C Fund (CLIAX)

  

AIM Income Allocation C Fund (CLIAX) Portfolio Allocation

Track portfolio allocation change of AIM Income Allocation C fund (CLIAX)

DateCashStockBondOther
09/20096.37%29.22%62.09%2.32%
06/20097.6%30.11%60.34%1.95%
03/200912.09%24.11%59.93%3.89%
Click here to see more historic asset allocation information on AIM Income Allocation C Fund (CLIAX)

  

Most Recent Top 10 Holdings in AIM Income Allocation C Fund (CLIAX)

Discover what AIM Income Allocation C Fund (CLIAX) manager is buying

30-Sep-09
AIM Core Bond Inst [17.62%]
AIM Diversified Dividend Instl [14.71%]
AIM High Yield Inst [14.19%]
AIM Income Instl [8.64%]
AIM Utilities Instl [8%]
AIM Floating Rate I [7.24%]
AIM US Government Instl [7.02%]
AIM Select Real Estate Income Instl [6.78%]
AIM Short Term Bond Inst [5.98%]
AIM International Total Return I [5.03%]

30-Jun-09
AIM Core Bond Inst [17.62%]
AIM Diversified Dividend Instl [14.71%]
AIM High Yield Inst [14.19%]
AIM Income Instl [8.64%]
AIM Utilities Instl [8%]
AIM Floating Rate I [7.24%]
AIM US Government Instl [7.02%]
AIM Select Real Estate Income Instl [6.78%]
AIM Short Term Bond Inst [5.98%]
AIM International Total Return I [5.03%]

31-Mar-09
AIM Core Bond Inst [19.92%]
AIM High Yield Inst [13.8%]
AIM Diversified Dividend Instl [12.49%]
AIM Intermediate Government Instl [9.86%]
AIM Income Instl [9.06%]
AIM Short Term Bond Inst [7.13%]
AIM Floating Rate I [6.79%]
AIM Utilities Instl [6.58%]
AIM International Total Return I [5.94%]
AIM Select Real Estate Income Instl [4.82%]
Click here for Stock Holding Change Map in AIM Income Allocation C Fund (CLIAX)

  

Related books and products to AIM Income Allocation C Fund (CLIAX)

  

Latest News on AIM Income Allocation C (CLIAX)

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