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

Mutual Fund Insights: AIM Constellation R Fund (CSTRX)

In-depth Analysis of AIM Constellation R Fund (CSTRX)

Mutual fund chart: AIM Constellation R Fund (CSTRX)

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See AIM Constellation R Fund (CSTRX) performance details as of January 31, 2010

  

    Last Trade: $20.72 on 3/12/2010, Change: +0.02 (0.1%)
Experiment our closing price forecasting tool for AIM Constellation R Fund (CSTRX) (alpha release)

  

Fund Manager - Robert J. Lloyd

Fund Manager Tenure: 6.9 years   [Similar Funds: CSTBX  CSTCX  CSTGX  CSTYX ]
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Lloyd is a senior portfolio manager with AIM Advisors which he has been responsible for the fund since 2001 and has been associated with the advisor and/or its affiliates since 2000. From 1997 to 2000, he was a trader with American Electric Power. He served eight years in the U.S. Navy as a Naval Flight Officer flying the S-3B Viking. He holds the Chartered Financial Analyst designation.  Get more insights on Robert J. Lloyd

  

What we like about AIM Constellation R Fund (CSTRX) What we like about AIM Constellation R Fund (CSTRX)

Data for AIM Constellation R Fund (CSTRX) as of January 31, 2010

  • AIM Constellation R Fund (CSTRX) management has been with AIM Constellation R Fund for 6.9 years
  • AIM Constellation R Fund (CSTRX) ratio of up-years vs down years is greater than 2
  • AIM Constellation R Fund (CSTRX) has an annual stock turnover rate of 90.00% vs Large Growth average of 109.93%. It is good that AIM Constellation R management does not trade extensively for its return.
  • AIM Constellation R Fund (CSTRX) is less volatile than its peers as it has a 3-year Standard Deviation of 20, lower than category average of 21.28

  

What we are cautious about AIM Constellation R Fund (CSTRX) What we are cautious about AIM Constellation R Fund (CSTRX)

Data for AIM Constellation R Fund (CSTRX) as of January 31, 2010

  • AIM Constellation R Fund (CSTRX) has a less-than-ideal short-term performance (1-year return 18.39% vs 35.76% Large Growth category average)
  • AIM Constellation R Fund (CSTRX) has a less-than-ideal mid-term performance (3-year return -10.31% vs -5.20% Large Growth category average)
  • AIM Constellation R Fund (CSTRX) has a less-than-ideal Long-term performance (5-year return -2.95% vs 0.87% Large Growth category average)
  • AIM Constellation R Fund (CSTRX) has a Morningstar rating of 3 and below
  • AIM Constellation R Fund (CSTRX) is less safe compared to its Large Growth peers
  • AIM Constellation R Fund (CSTRX) does not have a good risk adjusted return as its 3-year Alpha of -3.83 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.54
  • AIM Constellation R Fund (CSTRX) has a higher management fee of 1.51% than its Large Growth average of 1.33%
  • Even though AIM Constellation R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AIM Constellation R Fund (CSTRX) performance details as of January 31, 2010

  

  

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AIM Constellation R Fund (CSTRX) Net Asset

Track net asset change of AIM Constellation R fund (CSTRX)

DateNet Asset
01/2010$9.43M
11/2009$9.44M
10/2009$8.99M
More historic net asset information on AIM Constellation R Fund (CSTRX)

  

AIM Constellation R Fund (CSTRX) Portfolio Allocation

Track portfolio allocation change of AIM Constellation R fund (CSTRX)

DateCashStockBondOther
09/20092.16%97.84%0%0%
06/20092.57%97.44%0%0%
03/20092.1%97.9%0%0%
Click here to see more historic asset allocation information on AIM Constellation R Fund (CSTRX)

  

Most Recent Top 10 Holdings in AIM Constellation R Fund (CSTRX)

Discover what AIM Constellation R Fund (CSTRX) manager is buying

30-Sep-09
BECTON DICKINSON CO [3.6%]
Microsoft Corporation [3.47%]
BAXTER INTL INC [3.46%]
JOHNSON AND JOHNS DC [3.27%]
PROCTER GAMBLE CO [2.49%]
Research In Motion Limited [2.47%]
PEPSICO INC [2.39%]
KROGER CO [2.29%]
QUALCOMM Incorporated [2.12%]
KDDI Corp. [2.1%]

30-Jun-09
BECTON DICKINSON CO [3.6%]
Microsoft Corporation [3.47%]
BAXTER INTL INC [3.46%]
JOHNSON AND JOHNS DC [3.27%]
PROCTER GAMBLE CO [2.49%]
Research in Motion, Ltd. [2.47%]
PEPSICO INC [2.39%]
KROGER CO [2.29%]
QUALCOMM Incorporated [2.12%]
KDDI Corp. [2.1%]

31-Mar-09
COLGATE PALMOLIVE [4.61%]
COCA COLA CO THE [4.61%]
JOHNSON AND JOHNS DC [4.58%]
PROCTER GAMBLE CO [4.42%]
BECTON DICKINSON CO [3.73%]
BAXTER INTL INC [3.67%]
Microsoft Corporation [3.6%]
KELLOGG CO [3.38%]
PEPSICO INC [3.35%]
RAYTHEON CO (NEW) [2.92%]
Click here for Stock Holding Change Map in AIM Constellation R Fund (CSTRX)

  

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