Mutual Fund Insights: AIM Real Estate R Fund (IARRX)

In-depth Analysis of AIM Real Estate R Fund (IARRX)

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See AIM Real Estate R Fund (IARRX) performance details as of February 28, 2010

  

Last Trade: $19.00 on 3/19/2010, Change: -0.17 (-0.89%)

  

Fund Manager - Ping-Ying S. Wang

Fund Manager Tenure: 3.3 years   [Similar Funds: IARAX  IARCX  IARIX  IARYX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

Ping-Ying S. Wang is a portfolio manager at Invesco Institutional (n.a.), Inc. Ping-Ying S. Wang has been associated with the company and/or its affiliates since 1998.  Get more insights on Ping-Ying S. Wang

  

 What we like about AIM Real Estate R Fund (IARRX)

Data for AIM Real Estate R Fund (IARRX) as of February 28, 2010

• AIM Real Estate R Fund (IARRX) management has been with AIM Real Estate R Fund for 3.3 years
• AIM Real Estate R Fund (IARRX) has good Long-term performance (5-year return 2.47% vs 0.27 % Real Estate category average)
• AIM Real Estate R Fund (IARRX) has a Morningstar rating of 4 and above
• AIM Real Estate R Fund (IARRX) has an annual stock turnover rate of 74.00% vs Real Estate average of 113.50%. It is good that AIM Real Estate R management does not trade extensively for its return.
• AIM Real Estate R Fund (IARRX) is less volatile than its peers as it has a 3-year Standard Deviation of 35.73, lower than category average of 38.88

  

 What we are cautious about AIM Real Estate R Fund (IARRX)

Data for AIM Real Estate R Fund (IARRX) as of February 28, 2010

• AIM Real Estate R Fund is a focused fund with 47.83% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• AIM Real Estate R Fund (IARRX) has a less-than-ideal short-term performance (1-year return 87.85% vs 94.97 % Real Estate category average)
• AIM Real Estate R Fund (IARRX) has a less-than-ideal mid-term performance (3-year return -13.44% vs -14.95 % Real Estate category average)
• AIM Real Estate R Fund (IARRX) ratio of up-years vs down years can be improved
• AIM Real Estate R Fund (IARRX) is less safe compared to its Real Estate peers
• AIM Real Estate R Fund (IARRX) does not have a good risk adjusted return as its 3-year Alpha of -1.19 is worse than category average of -1.09, and its 3-year Sharpe ratio is -0.27
• AIM Real Estate R Fund (IARRX) has a higher management fee of 1.68% than its Real Estate average of 1.50%
• Even though AIM Real Estate R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See AIM Real Estate R Fund (IARRX) performance details as of February 28, 2010

  

  

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AIM Real Estate R Fund (IARRX) Net Asset

Track net asset change of AIM Real Estate R fund (IARRX)

Date	Net Asset
02/2010	$1.28B
01/2010	$70.37M
11/2009	$63.16M

More historic net asset information on AIM Real Estate R Fund (IARRX)

  

AIM Real Estate R Fund (IARRX) Portfolio Allocation

Track portfolio allocation change of AIM Real Estate R fund (IARRX)

Date	Cash	Stock	Bond	Other
09/2009	3.5%	93.31%	2.48%	0.72%
06/2009	2.81%	92.62%	4.48%	0.1%
03/2009	2.8%	92.89%	4.28%	0.03%

Click here to see more historic asset allocation information on AIM Real Estate R Fund (IARRX)

  

Most Recent Top 10 Holdings in AIM Real Estate R Fund (IARRX)

Discover what AIM Real Estate R Fund (IARRX) manager is buying

30-Sep-09 SIMON PPTY GRP INC [9.33%] PUBLIC STG [4.94%] EQUITY RESIDENTAL [4.58%] BOSTON PPTYS INC [4.31%] VENTAS INC [4%] VORNADO REALTY TRUST [3.9%] HEALTH CARE REIT [3.57%] DIGITAL REALTY TRUST [3.56%] NATIONWIDE HLTH PROP [3.24%] FEDERAL RLTY INV TR [3.13%]

30-Jun-09 SIMON PPTY GRP INC [9.33%] PUBLIC STG [4.94%] EQUITY RESIDENTAL [4.58%] BOSTON PPTYS INC [4.31%] VENTAS INC [4%] VORNADO REALTY TRUST [3.9%] HEALTH CARE REIT [3.57%] DIGITAL REALTY TRUST [3.56%] NATIONWIDE HLTH PROP [3.24%] FEDERAL RLTY INV TR [3.13%]

31-Mar-09 SIMON PPTY GRP INC [8.41%] FEDERAL RLTY INV TR [5.2%] PUBLIC STG [4.84%] EQUITY RESIDENTAL [4.7%] BOSTON PPTYS INC [4.53%] VORNADO REALTY TRUST [4.46%] DIGITAL REALTY TRUST [4.4%] ESSEX PRTY TR INC [3.6%] HCP, INC. [3.54%] HEALTH CARE REIT [3.51%]

Click here for Stock Holding Change Map in AIM Real Estate R Fund (IARRX)

  

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See more information on AIM Real Estate R Fund (IARRX)

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