Mutual Fund Insights: AIM China I Fund (IACFX)

In-depth Analysis of AIM China I Fund (IACFX)

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See AIM China I Fund (IACFX) performance details as of February 28, 2010

  

Last Trade: $19.25 on 3/19/2010, Change: -0.08 (-0.41%)

  

Fund Manager - May Lo

Fund Manager Tenure: 2.1 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

May Lo is a portfolio manager of Invesco Hong Kong Limited and associated with it since 2005.From 2004 to 2005, May Lo was an investment analyst at Asia Strategic Investment Management.  Get more insights on May Lo

  

 What we like about AIM China I Fund (IACFX)

Data for AIM China I Fund (IACFX) as of February 28, 2010

• AIM China I Fund (IACFX) has good short-term performance (1-year return 90.44% vs 85.24 % Pacific/Asia ex-Japan Stk category average)
• AIM China I Fund (IACFX) has a Morningstar rating of 4 and above
• AIM China I Fund (IACFX) has a lower management fee than its Pacific/Asia ex-Japan Stk average: 1.27% vs 2.01%
• AIM China I Fund (IACFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about AIM China I Fund (IACFX)

Data for AIM China I Fund (IACFX) as of February 28, 2010

• AIM China I Fund (IACFX) management has been with AIM China I Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
• AIM China I Fund is a focused fund with 40.87% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• AIM China I Fund (IACFX) has a less-than-ideal mid-term performance (3-year return 12.71% vs 3.74 % Pacific/Asia ex-Japan Stk category average)
• AIM China I Fund (IACFX) ratio of up-years vs down years can be improved
• AIM China I Fund (IACFX) has an annual stock turnover rate of 98.00% that is higher than the Pacific/Asia ex-Japan Stk average of 84.26%. This could mean AIM China I is more nimble, but also signal potential high tax impact and high trading fees
• AIM China I Fund (IACFX) is more volatile than its peers as it has a 3-year Standard Deviation of 37.65 that is higher than category average of 34.6

See AIM China I Fund (IACFX) performance details as of February 28, 2010

  

  

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AIM China I Fund (IACFX) Net Asset

Track net asset change of AIM China I fund (IACFX)

Date	Net Asset
02/2010	$249.55M
01/2010	$590.00K
11/2009	$650.00K

More historic net asset information on AIM China I Fund (IACFX)

  

AIM China I Fund (IACFX) Portfolio Allocation

Track portfolio allocation change of AIM China I fund (IACFX)

Date	Cash	Stock	Bond	Other
09/2009	1.28%	98.72%	0%	0%
06/2009	1.48%	98.52%	0%	0%
03/2009	1.2%	98.8%	0%	0%

Click here to see more historic asset allocation information on AIM China I Fund (IACFX)

  

Most Recent Top 10 Holdings in AIM China I Fund (IACFX)

Discover what AIM China I Fund (IACFX) manager is buying

30-Sep-09 China Mobile Ltd. [6.57%] China Life Insurance Company, Ltd. [5.79%] China Construction Bank Corporation [5.47%] PetroChina Company, Ltd. [5.36%] Industrial And Commercial Bank Of China Limited [5.2%] Bank of China Ltd [4.94%] CNOOC, Ltd. [4.46%] Bank Of Communications Co., Ltd. [3.7%] China Shenhua Energy Company Limited [2.9%] China Petroleum & Chemical Corporation [2.72%]

30-Jun-09 China Mobile Ltd. [6.57%] China Life Insurance Company, Ltd. [5.79%] China Construction Bank Corporation [5.47%] PetroChina Company, Ltd. [5.36%] Industrial And Commercial Bank Of China Limited [5.2%] Bank of China Ltd [4.94%] CNOOC, Ltd. [4.46%] Bank Of Communications Co., Ltd. [3.7%] China Shenhua Energy Company Limited [2.9%] China Petroleum & Chemical Corporation [2.72%]

31-Mar-09 China Mobile Ltd. [7.76%] China Life Insurance Company, Ltd. [7.53%] Industrial And Commercial Bank Of China [5.19%] CNOOC, Ltd. [4.83%] PetroChina Company, Ltd. [4.16%] Bank of China [4.14%] China Construction Bank Corporation [3.85%] China Petroleum & Chemical Corporation [3.76%] Bank Of Communications Co., Ltd. [2.96%] Tencent Holdings Ltd. [2.86%]

Click here for Stock Holding Change Map in AIM China I Fund (IACFX)

  

Related books and products to AIM China I Fund (IACFX)

  

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See more information on AIM China I Fund (IACFX)

• AIM China I Fund Insights
• AIM China I Fund Performance Data
• AIM China I Fund News
• AIM China I Fund Score Explaination
• AIM China I Fund Manager Information
• Historic AIM China I Fund Asset Allocation Report
• Historic AIM China I Fund Top 10 Holding Tracking
• Historic AIM China I Fund Asset Under Management Tracking