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

Mutual Fund Insights: AIM Financial Services Inv Fund (FSFSX)

In-depth Analysis of AIM Financial Services Inv Fund (FSFSX)

Mutual fund chart: AIM Financial Services Inv Fund (FSFSX)

3 months
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1 year
3 year
5 year

See AIM Financial Services Inv Fund (FSFSX) performance details as of January 31, 2010

  

    Last Trade: $8.33 on 3/17/2010, Change: +0.09 (1.09%)

  

Fund Manager - Meggan M. Walsh

Fund Manager Tenure: 5.5 years
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)
Walsh is a senior portfolio manager with AIM Advisors. She joined the company in 1991 as a short-term taxable fixed-income securities trader and moved to the long-term fixed-income area in 1992. Walsh holds the Chartered Financial Analyst designation.  Get more insights on Meggan M. Walsh

  

What we like about AIM Financial Services Inv Fund (FSFSX) What we like about AIM Financial Services Inv Fund (FSFSX)

Data for AIM Financial Services Inv Fund (FSFSX) as of January 31, 2010

  • AIM Financial Services Inv Fund (FSFSX) management has been with AIM Financial Services Inv Fund for 5.5 years
  • AIM Financial Services Inv Fund (FSFSX) has good short-term performance (1-year return 65.37% vs 49.15% Financial category average)
  • AIM Financial Services Inv Fund (FSFSX) has a lower management fee than its Financial average: 1.65% vs 1.76%

  

What we are cautious about AIM Financial Services Inv Fund (FSFSX) What we are cautious about AIM Financial Services Inv Fund (FSFSX)

Data for AIM Financial Services Inv Fund (FSFSX) as of January 31, 2010

  • AIM Financial Services Inv Fund is a focused fund with 54.14% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Financial Services Inv Fund (FSFSX) has a less-than-ideal mid-term performance (3-year return -27.20% vs -16.13% Financial category average)
  • AIM Financial Services Inv Fund (FSFSX) has a less-than-ideal Long-term performance (5-year return -13.37% vs -5.96% Financial category average)
  • AIM Financial Services Inv Fund (FSFSX) ratio of up-years vs down years can be improved
  • AIM Financial Services Inv Fund (FSFSX) has a Morningstar rating of 3 and below
  • AIM Financial Services Inv Fund (FSFSX) is less safe compared to its Financial peers
  • AIM Financial Services Inv Fund (FSFSX) does not have a good risk adjusted return as its 3-year Alpha of -13.69 is worse than category average of -6.43, and its 3-year Sharpe ratio is -0.7
  • AIM Financial Services Inv Fund (FSFSX) is more volatile than its peers as it has a 3-year Standard Deviation of 37.32 that is higher than category average of 28.7
  • Even though AIM Financial Services Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See AIM Financial Services Inv Fund (FSFSX) performance details as of January 31, 2010

  

  

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AIM Financial Services Inv Fund (FSFSX) Net Asset

Track net asset change of AIM Financial Services Inv fund (FSFSX)

DateNet Asset
01/2010$134.42M
11/2009$138.55M
10/2009$133.60M
More historic net asset information on AIM Financial Services Inv Fund (FSFSX)

  

AIM Financial Services Inv Fund (FSFSX) Portfolio Allocation

Track portfolio allocation change of AIM Financial Services Inv fund (FSFSX)

DateCashStockBondOther
09/20091.1%98.9%0%0%
06/20093.53%96.48%0%0%
03/20097.28%92.72%0%0%
Click here to see more historic asset allocation information on AIM Financial Services Inv Fund (FSFSX)

  

Most Recent Top 10 Holdings in AIM Financial Services Inv Fund (FSFSX)

Discover what AIM Financial Services Inv Fund (FSFSX) manager is buying

30-Sep-09
JP MORGAN CHASE CO [6.44%]
BK OF AMERICA CP [5.29%]
SLM CORPORATION [5.03%]
XL CAPITAL LTD [4.95%]
CAPITAL ONE FINANCIA [4.87%]
AMER EXPRESS INC [4.53%]
STATE STREET CP [4.39%]
MORGAN STANLEY [3.98%]
Fifth Third Bancorp [3.96%]

30-Jun-09
JP MORGAN CHASE CO [6.44%]
BK OF AMERICA CP [5.29%]
SLM CORPORATION [5.03%]
XL CAPITAL LTD [4.95%]
CAPITAL ONE FINANCIA [4.87%]
AMER EXPRESS INC [4.53%]
STATE STREET CP [4.39%]
MORGAN STANLEY [3.98%]
Fifth Third Bancorp [3.96%]

31-Mar-09
JP MORGAN CHASE CO [8.12%]
Automatic Data Processing, Inc. [4.95%]
MORGAN STANLEY [4.51%]
MARSH MCLENNAN CO [4.41%]
STATE STREET CP [4.07%]
FEDERATED INV INC [3.96%]
AMER EXPRESS INC [3.77%]
UNITEDHEALTH GROUP [3.64%]
CAPITAL ONE FINANCIA [3.43%]

Click here for Stock Holding Change Map in AIM Financial Services Inv Fund (FSFSX)

  

Related books and products to AIM Financial Services Inv Fund (FSFSX)

  

Latest News on AIM Financial Services Inv (FSFSX)

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