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

Mutual Fund Insights: AIM Small Cap Growth Inv Fund (GTSIX)

In-depth Analysis of AIM Small Cap Growth Inv Fund (GTSIX)

Mutual fund chart: AIM Small Cap Growth Inv Fund (GTSIX)

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See AIM Small Cap Growth Inv Fund (GTSIX) performance details as of February 28, 2010

  

    Last Trade: $24.62 on 3/19/2010, Change: -0.21 (-0.85%)
Experiment our closing price forecasting tool for AIM Small Cap Growth Inv Fund (GTSIX) (alpha release)

  

Fund ManagerFund Manager - Juliet S. Ellis

Fund Manager Tenure: 1.9 years   [Similar Funds: GTSAX  GTSBX  GTSDX  GTSRX  GTSVX  GTSYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Ellis is a senior portfolio manager of AIM, her employer since 2004. From 2000 to 2004, she was Managing Director and from 1993 to 2004, she was a senior portfolio manager with JPMorgan Fleming Asset Management. Ellis holds the Chartered Financial Analyst designation.  Get more insights on Juliet S. Ellis

  

What we like about AIM Small Cap Growth Inv Fund (GTSIX) What we like about AIM Small Cap Growth Inv Fund (GTSIX)

Data for AIM Small Cap Growth Inv Fund (GTSIX) as of February 28, 2010

  • AIM Small Cap Growth Inv Fund (GTSIX) has good Long-term performance (5-year return 2.30% vs 0.80 % Small Growth category average)
  • AIM Small Cap Growth Inv Fund (GTSIX) has a Morningstar rating of 4 and above
  • AIM Small Cap Growth Inv Fund (GTSIX) has an annual stock turnover rate of 29.00% vs Small Growth average of 136.50%. It is good that AIM Small Cap Growth Inv management does not trade extensively for its return.
  • AIM Small Cap Growth Inv Fund (GTSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.69, lower than category average of 24.99
  • AIM Small Cap Growth Inv Fund (GTSIX) has a lower management fee than its Small Growth average: 1.28% vs 1.60%

  

What we are cautious about AIM Small Cap Growth Inv Fund (GTSIX) What we are cautious about AIM Small Cap Growth Inv Fund (GTSIX)

Data for AIM Small Cap Growth Inv Fund (GTSIX) as of February 28, 2010

  • AIM Small Cap Growth Inv Fund (GTSIX) management has been with AIM Small Cap Growth Inv Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Small Cap Growth Inv Fund (GTSIX) has a less-than-ideal short-term performance (1-year return 55.51% vs 60.01 % Small Growth category average)
  • AIM Small Cap Growth Inv Fund (GTSIX) has a less-than-ideal mid-term performance (3-year return -3.98% vs -5.64 % Small Growth category average)
  • AIM Small Cap Growth Inv Fund (GTSIX) ratio of up-years vs down years can be improved
  • Even though AIM Small Cap Growth Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See AIM Small Cap Growth Inv Fund (GTSIX) performance details as of February 28, 2010

  

  

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AIM Small Cap Growth Inv Fund (GTSIX) Net Asset

Track net asset change of AIM Small Cap Growth Inv fund (GTSIX)

DateNet Asset
02/2010$1.32B
01/2010$166.26M
11/2009$165.53M
More historic net asset information on AIM Small Cap Growth Inv Fund (GTSIX)

  

AIM Small Cap Growth Inv Fund (GTSIX) Portfolio Allocation

Track portfolio allocation change of AIM Small Cap Growth Inv fund (GTSIX)

DateCashStockBondOther
09/20091.82%98.18%0%0%
06/20091.22%98.78%0%0%
03/20090.83%99.17%0%0%
Click here to see more historic asset allocation information on AIM Small Cap Growth Inv Fund (GTSIX)

  

Most Recent Top 10 Holdings in AIM Small Cap Growth Inv Fund (GTSIX)

Discover what AIM Small Cap Growth Inv Fund (GTSIX) manager is buying

30-Sep-09
Quality Systems, Inc. [1.85%]
Starent Networks, Corp. [1.5%]
RALCORP HOLDINGS INC [1.38%]
TRANSDIGM GRP INC [1.36%]
MARVEL ENTERTAINMENT [1.34%]
CoStar Group, Inc. [1.32%]
Varian, Inc. [1.29%]
GREENHILL & CO [1.27%]
ARENA RESOURCES [1.25%]
Eclipsys Corporation [1.22%]

30-Jun-09
Quality Systems, Inc. [1.85%]
Starent Networks, Corp. [1.5%]
RALCORP HOLDINGS INC [1.38%]
TRANSDIGM GRP INC [1.36%]
MARVEL ENTERTAINMENT [1.34%]
CoStar Group, Inc. [1.32%]
Varian, Inc. [1.29%]
GREENHILL & CO [1.27%]
ARENA RESOURCES [1.25%]
Eclipsys Corporation [1.22%]

31-Mar-09
Quality Systems, Inc. [1.92%]
Myriad Genetics, Inc. [1.89%]
GREENHILL & CO [1.55%]
TRANSDIGM GRP INC [1.47%]
RALCORP HOLDINGS INC [1.45%]
Tetra Tech, Inc. [1.44%]
Buffalo Wild Wings, Inc. [1.4%]
Jack In The Box Inc. [1.38%]
Hot Topic, Inc. [1.36%]
Blackboard Inc. [1.32%]
Click here for Stock Holding Change Map in AIM Small Cap Growth Inv Fund (GTSIX)

  

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