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Mutual Fund Insights: AIM Mid Cap Core Equity Y Fund (GTAYX)

In-depth Analysis of AIM Mid Cap Core Equity Y Fund (GTAYX)

Mutual fund chart: AIM Mid Cap Core Equity Y Fund (GTAYX)

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See AIM Mid Cap Core Equity Y Fund (GTAYX) performance details as of January 31, 2010

  

    Last Trade: $21.82 on 3/19/2010, Change: -0.10 (-0.46%)
Experiment our closing price forecasting tool for AIM Mid Cap Core Equity Y Fund (GTAYX) (alpha release)

  

Fund Manager - Ronald S. Sloan

Fund Manager Tenure: 11.5 years   [Similar Funds: GTABX  GTACX  GTAGX  GTARX  GTAVX ]
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
Sloan is a senior portfolio manager with AIM Capital Management, his employer since 1998. Previously, he was with Verissimo Research and Management, where he served as president from 1993 to 1998. Prior to that, he was partner and executive vice president at Wood Island Associates/Siebel Capital Management from 1981 to 1993. He has been in the investment industry since 1971. Sloan holds the Chartered Financial Analyst designation.  Get more insights on Ronald S. Sloan

  

What we like about AIM Mid Cap Core Equity Y Fund (GTAYX) What we like about AIM Mid Cap Core Equity Y Fund (GTAYX)

Data for AIM Mid Cap Core Equity Y Fund (GTAYX) as of January 31, 2010

  • AIM Mid Cap Core Equity Y Fund (GTAYX) management has been with AIM Mid Cap Core Equity Y Fund for 11.5 years
  • AIM Mid Cap Core Equity Y Fund (GTAYX) has good mid-term performance (3-year return -0.52% vs -6.52% Mid-Cap Blend category average)
  • AIM Mid Cap Core Equity Y Fund (GTAYX) has good Long-term performance (5-year return 4.19% vs 1.32% Mid-Cap Blend category average)
  • AIM Mid Cap Core Equity Y Fund (GTAYX) ratio of up-years vs down years is greater than 2
  • AIM Mid Cap Core Equity Y Fund (GTAYX) has a Morningstar rating of 4 and above
  • AIM Mid Cap Core Equity Y Fund (GTAYX) has an annual stock turnover rate of 60.00% vs Mid-Cap Blend average of 91.38%. It is good that AIM Mid Cap Core Equity Y management does not trade extensively for its return.
  • AIM Mid Cap Core Equity Y Fund (GTAYX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.38, lower than category average of 24.11
  • AIM Mid Cap Core Equity Y Fund (GTAYX) has a lower management fee than its Mid-Cap Blend average: 1.03% vs 1.38%
  • AIM Mid Cap Core Equity Y Fund (GTAYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM Mid Cap Core Equity Y Fund (GTAYX) What we are cautious about AIM Mid Cap Core Equity Y Fund (GTAYX)

Data for AIM Mid Cap Core Equity Y Fund (GTAYX) as of January 31, 2010

  • AIM Mid Cap Core Equity Y Fund is a focused fund with 33.47% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Mid Cap Core Equity Y Fund (GTAYX) has a less-than-ideal short-term performance (1-year return 34.08% vs 42.02% Mid-Cap Blend category average)
See AIM Mid Cap Core Equity Y Fund (GTAYX) performance details as of January 31, 2010

  

  

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AIM Mid Cap Core Equity Y Fund (GTAYX) Net Asset

Track net asset change of AIM Mid Cap Core Equity Y fund (GTAYX)

DateNet Asset
01/2010$91.81M
11/2009$76.43M
10/2009$82.10M
More historic net asset information on AIM Mid Cap Core Equity Y Fund (GTAYX)

  

AIM Mid Cap Core Equity Y Fund (GTAYX) Portfolio Allocation

Track portfolio allocation change of AIM Mid Cap Core Equity Y fund (GTAYX)

DateCashStockBondOther
09/200919.44%80.56%0%0%
06/200919.25%80.75%0%0%
03/200915.47%84.53%0%0%
Click here to see more historic asset allocation information on AIM Mid Cap Core Equity Y Fund (GTAYX)

  

Most Recent Top 10 Holdings in AIM Mid Cap Core Equity Y Fund (GTAYX)

Discover what AIM Mid Cap Core Equity Y Fund (GTAYX) manager is buying

30-Sep-09
Aim Treasurers Ser Tr [9.62%]
AIM STIT Liquid Assets Inst [9.62%]
Symantec Corporation [2.79%]
Sigma-Aldrich Corporation [2.42%]
Henkel AG & Co. (Preference) [2.15%]
CADBURY PLC [2.07%]
TYCO INTL LTD SWZ [2.01%]
PROGRESSIVE CP [1.78%]


30-Jun-09
Aim Treasurers Ser Tr [9.62%]
AIM STIT Liquid Assets Inst [9.62%]
Symantec Corporation [2.79%]
Sigma-Aldrich Corporation [2.42%]
HENKEL AG & CO KGAA VORZUG [2.15%]
CADBURY PLC [2.07%]
MOODYS CORP [2.04%]
TYCO INTERNATIONAL LTD [2.01%]
PROGRESSIVE [1.78%]

31-Mar-09
Symantec Corporation [3.28%]
Henkel AG & Co. (Preference) [2.39%]
Sigma-Aldrich Corporation [2.35%]
Cadbury PLC [2.33%]
INTL FLAVORS FRAG [2.32%]
PROGRESSIVE CP [2.09%]
AMDOCS LTD ORD [1.98%]
Linear Technology Corporation [1.91%]


Click here for Stock Holding Change Map in AIM Mid Cap Core Equity Y Fund (GTAYX)

  

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