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Mutual Fund Insights: AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

In-depth Analysis of AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

Mutual fund chart: AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

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See AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) performance details as of February 28, 2010

  

    Last Trade: $16.53 on 3/19/2010, Change: -0.09 (-0.54%)

  

Fund Manager - Borge J. Endresen

Fund Manager Tenure: 7.2 years
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Borge is a portfolio manager at Invesco Aim. Born in Stavanger, Norway, Borge began his investment career in 1996 as an associate financial consultant at Merrill Lynch. Borge J. Endresen joined the company in 1999 as an equity analyst and has been a portfolio manager since 2003. Borge J. Endresen graduated with an MBA from the University of Texas at Austin and a BSc in Finance from the University of Oregon, and holds the Chartered Financial Analyst designation.  Get more insights on Borge J. Endresen

  

What we like about AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) What we like about AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

Data for AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) as of February 28, 2010

  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) management has been with AIM Global Small & Mid Cap Growth Instl Fund for 7.2 years
  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) has good short-term performance (1-year return 66.49% vs 55.76 % World Stock category average)
  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) has good Long-term performance (5-year return 4.82% vs 2.24 % World Stock category average)
  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) has an annual stock turnover rate of 54.00% vs World Stock average of 107.12%. It is good that AIM Global Small & Mid Cap Growth Instl management does not trade extensively for its return.
  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) has a lower management fee than its World Stock average: 0.96% vs 1.53%
  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) What we are cautious about AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

Data for AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) as of February 28, 2010

  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) has a less-than-ideal mid-term performance (3-year return -4.82% vs -5.50 % World Stock category average)
  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) ratio of up-years vs down years can be improved
  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) has a Morningstar rating of 3 and below
  • AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.45 that is higher than category average of 23.02
See AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) performance details as of February 28, 2010

  

  

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AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) Net Asset

Track net asset change of AIM Global Small & Mid Cap Growth Instl fund (GAIIX)

DateNet Asset
02/2010$630.24M
01/2010$24.70M
11/2009$24.70M
More historic net asset information on AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

  

AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) Portfolio Allocation

Track portfolio allocation change of AIM Global Small & Mid Cap Growth Instl fund (GAIIX)

DateCashStockBondOther
09/20093.71%96.29%0%0%
06/20096.89%93.1%0%0%
03/200912.99%87.01%0%0%
Click here to see more historic asset allocation information on AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

  

Most Recent Top 10 Holdings in AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

Discover what AIM Global Small & Mid Cap Growth Instl Fund (GAIIX) manager is buying

30-Sep-09
Aim Treasurers Ser Tr [3.45%]
AIM STIT Liquid Assets Inst [3.45%]
Ayala [2.94%]
HOMESERVE ORD [2.38%]
[2.34%]
Syngenta [2.25%]
Intralot SA [2.18%]
DEUTSCHE BOERSE AG [2.16%]
SHIRE LTD [2.01%]

30-Jun-09
Aim Treasurers Ser Tr [3.45%]
AIM STIT Liquid Assets Inst [3.45%]
ACCOR SA [2.94%]
HOMESERVE ORD [2.38%]
[2.34%]
SYNGENTA N ORD [2.25%]
Intralot SA [2.18%]
DEUTSCHE BOERSE AG [2.16%]
SHIRE LTD [2.01%]

31-Mar-09
Ayala [2.63%]
Syngenta [2.37%]
Sonova Holding AG [2.35%]
Intralot SA [2.17%]
Shire PLC [2.16%]
Deutsche Börse AG [2.04%]
Homeserve PLC [1.96%]
International Power plc [1.55%]
Taiwan Mobile Co., Ltd. [1.55%]

Click here for Stock Holding Change Map in AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

  

Related books and products to AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

  

Latest News on AIM Global Small & Mid Cap Growth Instl (GAIIX)

See what is happening with AIM Global Small & Mid Cap Growth Instl Fund (GAIIX)

 

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