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Mutual Fund Insights: AIM Moderately Conservative Allc Instl Fund (CMAIX)

In-depth Analysis of AIM Moderately Conservative Allc Instl Fund (CMAIX)

Mutual fund chart: AIM Moderately Conservative Allc Instl Fund (CMAIX)

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See AIM Moderately Conservative Allc Instl Fund (CMAIX) performance details as of January 31, 2010

Last Trade: $9.63 on 3/16/2010, Change: +0.05 (0.52%)

Experiment our closing price forecasting tool for AIM Moderately Conservative Allc Instl Fund (CMAIX) (alpha release)

Fund Manager - Gary K Wendler

Fund Manager Tenure: 4.4 years [Similar Funds: CMARX ]
Fundmojo Fund Grade: D (Score: 0.48) (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 Moderately Conservative Allc Instl Fund (CMAIX)

Data for AIM Moderately Conservative Allc Instl Fund (CMAIX) as of January 31, 2010

AIM Moderately Conservative Allc Instl Fund (CMAIX) management has been with AIM Moderately Conservative Allc Instl Fund for 4.4 years
AIM Moderately Conservative Allc Instl Fund (CMAIX) has an annual stock turnover rate of 28.00% vs Conservative Allocation average of 74.77%. It is good that AIM Moderately Conservative Allc Instl management does not trade extensively for its return.
AIM Moderately Conservative Allc Instl Fund (CMAIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.43, lower than category average of 10.66
AIM Moderately Conservative Allc Instl Fund (CMAIX) has a lower management fee than its Conservative Allocation average: 0.83% vs 0.86%
AIM Moderately Conservative Allc Instl Fund (CMAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about AIM Moderately Conservative Allc Instl Fund (CMAIX)

Data for AIM Moderately Conservative Allc Instl Fund (CMAIX) as of January 31, 2010

AIM Moderately Conservative Allc Instl Fund is a focused fund with 81.11% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
AIM Moderately Conservative Allc Instl Fund (CMAIX) has a less-than-ideal short-term performance (1-year return 20.64% vs 22.81% Conservative Allocation category average)
AIM Moderately Conservative Allc Instl Fund (CMAIX) has a less-than-ideal mid-term performance (3-year return -0.91% vs 0.26% Conservative Allocation category average)
AIM Moderately Conservative Allc Instl Fund (CMAIX) ratio of up-years vs down years can be improved
AIM Moderately Conservative Allc Instl Fund (CMAIX) has a Morningstar rating of 3 and below
AIM Moderately Conservative Allc Instl Fund (CMAIX) is less safe compared to its Conservative Allocation peers
AIM Moderately Conservative Allc Instl Fund (CMAIX) does not have a good risk adjusted return as its 3-year Alpha of -1.82 is worse than category average of -0.63, and its 3-year Sharpe ratio is -0.22

See AIM Moderately Conservative Allc Instl Fund (CMAIX) performance details as of January 31, 2010

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AIM Moderately Conservative Allc Instl Fund (CMAIX) Net Asset

Track net asset change of AIM Moderately Conservative Allc Instl fund (CMAIX)

Date	Net Asset
01/2010	$30.00K
11/2009	$30.00K
10/2009	$30.00K

More historic net asset information on AIM Moderately Conservative Allc Instl Fund (CMAIX)

AIM Moderately Conservative Allc Instl Fund (CMAIX) Portfolio Allocation

Track portfolio allocation change of AIM Moderately Conservative Allc Instl fund (CMAIX)

Date	Cash	Stock	Bond	Other
09/2009	5.28%	28.77%	56.56%	9.39%
06/2009	7.24%	28.21%	54.55%	10%
03/2009	13.81%	27.47%	55.55%	3.16%

Click here to see more historic asset allocation information on AIM Moderately Conservative Allc Instl Fund (CMAIX)

Most Recent Top 10 Holdings in AIM Moderately Conservative Allc Instl Fund (CMAIX)

Discover what AIM Moderately Conservative Allc Instl Fund (CMAIX) manager is buying

30-Sep-09

AIM Core Bond Inst [22.91%]
AIM US Government Instl [13.12%]
AIM Short Term Bond Inst [12.04%]
AIM INVT FDS [8.87%]
AIM Floating Rate I [5.2%]
AIM Intl Core Equity Inst [4.82%]
AIM High Yield Inst [4.08%]
AIM Large Cap Growth Inst [3.9%]
AIM Structured Growth I [3.88%]
AIM Large Cap Basic Value Inst [3.83%]

30-Jun-09

31-Mar-09

AIM Core Bond Inst [25.4%]
AIM Intermediate Government Instl [18.09%]
AIM Short Term Bond Inst [14.12%]
AIM Floating Rate I [4.83%]
AIM Large Cap Growth Inst [4.58%]
AIM Structured Value I [4.45%]
AIM Structured Growth I [4.29%]
AIM International Total Return I [4.12%]
AIM High Yield Inst [3.93%]
AIM Intl Core Equity Inst [3.6%]

Click here for Stock Holding Change Map in AIM Moderately Conservative Allc Instl Fund (CMAIX)

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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.