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

Mutual Fund Insights: AIM Independence Now R Fund (IANRX)

In-depth Analysis of AIM Independence Now R Fund (IANRX)

Mutual fund chart: AIM Independence Now R Fund (IANRX)

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See AIM Independence Now R Fund (IANRX) performance details as of January 31, 2010

  

    Last Trade: $8.31 on 3/17/2010, Change: +0.03 (0.36%)

  

Fund ManagerFund Manager - Chris W. Devine

Fund Manager Tenure: 0.5 years   [Similar Funds: IANAX  IANBX  IANCX  IANIX  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 R Fund (IANRX) What we like about AIM Independence Now R Fund (IANRX)

Data for AIM Independence Now R Fund (IANRX) as of January 31, 2010

  • AIM Independence Now R Fund (IANRX) has an annual stock turnover rate of 36.00% vs Retirement Income average of 43.70%. It is good that AIM Independence Now R management does not trade extensively for its return.
  • AIM Independence Now R Fund (IANRX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.42, lower than category average of 9.85

  

What we are cautious about AIM Independence Now R Fund (IANRX) What we are cautious about AIM Independence Now R Fund (IANRX)

Data for AIM Independence Now R Fund (IANRX) as of January 31, 2010

  • AIM Independence Now R Fund (IANRX) management has been with AIM Independence Now R Fund for only 0.5 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Independence Now R Fund is a focused fund with 75.44% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Independence Now R Fund (IANRX) has a less-than-ideal short-term performance (1-year return 16.43% vs 21.65% Retirement Income category average)
  • AIM Independence Now R Fund (IANRX) has a less-than-ideal mid-term performance (3-year return -1.50% vs 0.35% Retirement Income category average)
  • AIM Independence Now R Fund (IANRX) ratio of up-years vs down years can be improved
  • AIM Independence Now R Fund (IANRX) has a Morningstar rating of 3 and below
  • AIM Independence Now R Fund (IANRX) does not have a good risk adjusted return as its 3-year Alpha of -2.58 is worse than category average of -0.66, and its 3-year Sharpe ratio is -0.32
  • AIM Independence Now R Fund (IANRX) has a higher management fee of 1.06% than its Retirement Income average of 0.64%
  • Even though AIM Independence Now R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AIM Independence Now R Fund (IANRX) performance details as of January 31, 2010

  

  

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AIM Independence Now R Fund (IANRX) Net Asset

Track net asset change of AIM Independence Now R fund (IANRX)

DateNet Asset
01/2010$370.00K
11/2009$370.00K
10/2009$370.00K
More historic net asset information on AIM Independence Now R Fund (IANRX)

  

AIM Independence Now R Fund (IANRX) Portfolio Allocation

Track portfolio allocation change of AIM Independence Now R fund (IANRX)

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 R Fund (IANRX)

  

Most Recent Top 10 Holdings in AIM Independence Now R Fund (IANRX)

Discover what AIM Independence Now R Fund (IANRX) 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 R Fund (IANRX)

  

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