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Mutual Fund Insights: AIM Global Equity B Fund (GNDBX)

In-depth Analysis of AIM Global Equity B Fund (GNDBX)

Mutual fund chart: AIM Global Equity B Fund (GNDBX)

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See AIM Global Equity B Fund (GNDBX) performance details as of February 28, 2010

  

    Last Trade: $9.36 on 3/19/2010, Change: -0.08 (-0.85%)

  

Fund ManagerFund Manager - Alexander Uhlmann

Fund Manager Tenure: 1.9 years   [Similar Funds: GNDCX  GNDIX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
In INVESCO AM dal 1997 come analista sul mercato azionario, nel 2000 diventa gestore per il mercato azionario europeo e globale. Ha ottenuto una laurea "Diplom Betriebswirt (FH)" presso la Business School for Banking and Finance (HfB) di Francoforte. Attualmente è membro della German Association of Investment Professionals.  Get more insights on Alexander Uhlmann

  

What we like about AIM Global Equity B Fund (GNDBX) What we like about AIM Global Equity B Fund (GNDBX)

Data for AIM Global Equity B Fund (GNDBX) as of February 28, 2010

  • AIM Global Equity B Fund (GNDBX) ratio of up-years vs down years is greater than 2
  • AIM Global Equity B Fund (GNDBX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.39, lower than category average of 23.02

  

What we are cautious about AIM Global Equity B Fund (GNDBX) What we are cautious about AIM Global Equity B Fund (GNDBX)

Data for AIM Global Equity B Fund (GNDBX) as of February 28, 2010

  • AIM Global Equity B Fund (GNDBX) management has been with AIM Global Equity B Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Global Equity B Fund (GNDBX) has a less-than-ideal short-term performance (1-year return 49.42% vs 55.76 % World Stock category average)
  • AIM Global Equity B Fund (GNDBX) has a less-than-ideal mid-term performance (3-year return -10.62% vs -5.50 % World Stock category average)
  • AIM Global Equity B Fund (GNDBX) has a less-than-ideal Long-term performance (5-year return -2.13% vs 2.24 % World Stock category average)
  • AIM Global Equity B Fund (GNDBX) has a Morningstar rating of 3 and below
  • AIM Global Equity B Fund (GNDBX) has an annual stock turnover rate of 114.00% that is higher than the World Stock average of 107.12%. This could mean AIM Global Equity B is more nimble, but also signal potential high tax impact and high trading fees
  • AIM Global Equity B Fund (GNDBX) does not have a good risk adjusted return as its 3-year Alpha of -4.37 is worse than category average of 1.85, and its 3-year Sharpe ratio is -0.5
  • AIM Global Equity B Fund (GNDBX) has a higher management fee of 2.29% than its World Stock average of 1.53%
  • AIM Global Equity B Fund (GNDBX) carries a 5% load
See AIM Global Equity B Fund (GNDBX) performance details as of February 28, 2010

  

  

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AIM Global Equity B Fund (GNDBX) Net Asset

Track net asset change of AIM Global Equity B fund (GNDBX)

DateNet Asset
02/2010$180.53M
01/2010$18.28M
11/2009$19.94M
More historic net asset information on AIM Global Equity B Fund (GNDBX)

  

AIM Global Equity B Fund (GNDBX) Portfolio Allocation

Track portfolio allocation change of AIM Global Equity B fund (GNDBX)

DateCashStockBondOther
09/20092.36%97.28%0%0.37%
06/20090.04%99.76%0%0.21%
03/20092.63%97.16%0%0.21%
Click here to see more historic asset allocation information on AIM Global Equity B Fund (GNDBX)

  

Most Recent Top 10 Holdings in AIM Global Equity B Fund (GNDBX)

Discover what AIM Global Equity B Fund (GNDBX) manager is buying

30-Sep-09
EXXON MOBIL CP [4.8%]
Microsoft Corporation [3.73%]
INTL BUSINESS MACH [3.27%]
CHEVRON CORP [2.81%]
GAP INC [2.78%]
MCDONALDS CP [2.72%]
BRITISH AMERICAN TOBACCO PLC [2.71%]
VALEANT PHARMA INTL [2.67%]
DELHAIZE GROUP [2.6%]
Canon, Inc. [2.55%]

30-Jun-09
EXXON MOBIL CP [4.8%]
Microsoft Corporation [3.73%]
INTL BUSINESS MACH [3.27%]
CHEVRON CORP [2.81%]
GAP INC [2.78%]
MCDONALDS CP [2.72%]
BRITISH AMERICAN TOBACCO PLC [2.71%]
VALEANT PHARMA INTL [2.67%]
DELHAIZE GROUP [2.6%]
Canon, Inc. [2.55%]

31-Mar-09
EXXON MOBIL CP [4.88%]
INTL BUSINESS MACH [3.57%]
Microsoft Corporation [3.4%]
CHEVRON CORP [3.37%]
MCDONALDS CP [3.04%]
GAP INC [2.99%]
Delhaize Group [2.82%]
British American Tobacco PLC [2.68%]
Bouygues [2.25%]
WINDSTREAM CORP [2.25%]
Click here for Stock Holding Change Map in AIM Global Equity B Fund (GNDBX)

  

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Latest News on AIM Global Equity B (GNDBX)

See what is happening with AIM Global Equity B Fund (GNDBX)

 

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