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

Mutual Fund Insights: AIM Independence Now C Fund (IANCX)

In-depth Analysis of AIM Independence Now C Fund (IANCX)

Mutual fund chart: AIM Independence Now C Fund (IANCX)

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See AIM Independence Now C Fund (IANCX) performance details as of February 28, 2010

  

    Last Trade: $8.27 on 3/19/2010, Change: -0.02 (-0.24%)

  

Fund ManagerFund Manager - Chris W. Devine

Fund Manager Tenure: 0.6 years   [Similar Funds: IANAX  IANBX  IANIX  IANRX  IANYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Devine has been responsible for the fund since its inception and has been associated with Invesco Institutional and/or its affiliates since 1999.  Get more insights on Chris W. Devine

  

What we like about AIM Independence Now C Fund (IANCX) What we like about AIM Independence Now C Fund (IANCX)

Data for AIM Independence Now C Fund (IANCX) as of February 28, 2010

  • AIM Independence Now C Fund (IANCX) has an annual stock turnover rate of 36.00% vs Retirement Income average of 41.53%. It is good that AIM Independence Now C management does not trade extensively for its return.
  • AIM Independence Now C Fund (IANCX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.46, lower than category average of 9.86

  

What we are cautious about AIM Independence Now C Fund (IANCX) What we are cautious about AIM Independence Now C Fund (IANCX)

Data for AIM Independence Now C Fund (IANCX) as of February 28, 2010

  • AIM Independence Now C Fund (IANCX) management has been with AIM Independence Now C Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Independence Now C Fund (IANCX) has a less-than-ideal short-term performance (1-year return 21.61% vs 27.97 % Retirement Income category average)
  • AIM Independence Now C Fund (IANCX) has a less-than-ideal mid-term performance (3-year return -1.67% vs 0.55 % Retirement Income category average)
  • AIM Independence Now C Fund (IANCX) ratio of up-years vs down years can be improved
  • AIM Independence Now C Fund (IANCX) has a Morningstar rating of 3 and below
  • AIM Independence Now C Fund (IANCX) does not have a good risk adjusted return as its 3-year Alpha of -3.03 is worse than category average of -0.76, and its 3-year Sharpe ratio is -0.32
  • AIM Independence Now C Fund (IANCX) has a higher management fee of 1.06% than its Retirement Income average of 0.63%
  • AIM Independence Now C Fund (IANCX) carries a 1% load
See AIM Independence Now C Fund (IANCX) performance details as of February 28, 2010

  

  

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AIM Independence Now C Fund (IANCX) Net Asset

Track net asset change of AIM Independence Now C fund (IANCX)

DateNet Asset
02/2010$2.66M
01/2010$270.00K
11/2009$250.00K
More historic net asset information on AIM Independence Now C Fund (IANCX)

  

AIM Independence Now C Fund (IANCX) Portfolio Allocation

Track portfolio allocation change of AIM Independence Now C fund (IANCX)

DateCashStockBondOther
09/20099.46%32.3%56.91%1.33%
06/200911.55%32.24%54.79%1.41%
03/200916.86%24.94%54.74%3.47%
Click here to see more historic asset allocation information on AIM Independence Now C Fund (IANCX)

  

Most Recent Top 10 Holdings in AIM Independence Now C Fund (IANCX)

Discover what AIM Independence Now C Fund (IANCX) manager is buying

30-Sep-09
AIM Core Bond Inst [22.29%]
AIM Short Term Bond Inst [15.89%]
AIM US Government Instl [8.41%]
PowerShares FTSE RAFI US 1000 [6.4%]
AIM Floating Rate I [6.04%]
AIM Diversified Dividend Instl [4.37%]
AIM International Total Return I [3.76%]
AIM STIT Liquid Assets Inst [3.5%]
AIM Select Real Estate Income Instl [2.99%]
AIM High Yield Inst [2.81%]

30-Jun-09
AIM Core Bond Inst [22.29%]
AIM Short Term Bond Inst [15.89%]
AIM US Government Instl [8.41%]
PowerShares FTSE RAFI US 1000 [6.4%]
AIM Floating Rate I [6.04%]
AIM Diversified Dividend Instl [4.37%]
AIM International Total Return I [3.76%]
AIM STIT Liquid Assets Inst [3.5%]
AIM Select Real Estate Income Instl [2.99%]
AIM High Yield Inst [2.81%]

31-Mar-09
AIM Core Bond Inst [24.33%]
AIM Short Term Bond Inst [18.19%]
AIM Intermediate Government Instl [11.48%]
AIM Floating Rate I [5.38%]
PowerShares FTSE RAFI US 1000 [4.86%]
AIM International Total Return I [4.17%]
AIM Diversified Dividend Instl [3.55%]
AIM Limited Maturity Treasury I [3.4%]
AIM High Yield Inst [2.55%]
PowerShares Dynamic Large Cap Value [2.32%]
Click here for Stock Holding Change Map in AIM Independence Now C Fund (IANCX)

  

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