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

Mutual Fund Insights: AIM Dynamics R Fund (IDYRX)

In-depth Analysis of AIM Dynamics R Fund (IDYRX)

Mutual fund chart: AIM Dynamics R Fund (IDYRX)

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See AIM Dynamics R Fund (IDYRX) performance details as of February 28, 2010

  

    Last Trade: $19.07 on 3/19/2010, Change: -0.21 (-1.09%)
Experiment our closing price forecasting tool for AIM Dynamics R Fund (IDYRX) (alpha release)

  

Fund ManagerFund Manager - Brent J. Lium

Fund Manager Tenure: 1.6 years   [Similar Funds: IDYAX  IDYBX  IDYYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Brent J. Lium is a portfolio manager who has been responsible for the fund since 2008. Brent J. Lium has been associated with AIM and/or its affiliates since 2003.  Get more insights on Brent J. Lium

  

What we like about AIM Dynamics R Fund (IDYRX) What we like about AIM Dynamics R Fund (IDYRX)

Data for AIM Dynamics R Fund (IDYRX) as of February 28, 2010

  • AIM Dynamics R Fund (IDYRX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • AIM Dynamics R Fund (IDYRX) has good short-term performance (1-year return 64.07% vs 58.17 % Mid-Cap Growth category average)
  • AIM Dynamics R Fund (IDYRX) has good mid-term performance (3-year return -6.13% vs -4.00 % Mid-Cap Growth category average)
  • AIM Dynamics R Fund (IDYRX) has an annual stock turnover rate of 104.00% vs Mid-Cap Growth average of 140.76%. It is good that AIM Dynamics R management does not trade extensively for its return.
  • AIM Dynamics R Fund (IDYRX) has a lower management fee than its Mid-Cap Growth average: 1.46% vs 1.47%

  

What we are cautious about AIM Dynamics R Fund (IDYRX) What we are cautious about AIM Dynamics R Fund (IDYRX)

Data for AIM Dynamics R Fund (IDYRX) as of February 28, 2010

  • AIM Dynamics R Fund (IDYRX) management has been with AIM Dynamics R Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Dynamics R Fund (IDYRX) has a less-than-ideal Long-term performance (5-year return 1.89% vs 2.06 % Mid-Cap Growth category average)
  • AIM Dynamics R Fund (IDYRX) ratio of up-years vs down years can be improved
  • AIM Dynamics R Fund (IDYRX) has a Morningstar rating of 3 and below
  • AIM Dynamics R Fund (IDYRX) does not have a good risk adjusted return as its 3-year Alpha of 1.46 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.2
  • AIM Dynamics R Fund (IDYRX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.85 that is higher than category average of 23.95
  • Even though AIM Dynamics R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AIM Dynamics R Fund (IDYRX) performance details as of February 28, 2010

  

  

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AIM Dynamics R Fund (IDYRX) Net Asset

Track net asset change of AIM Dynamics R fund (IDYRX)

DateNet Asset
02/2010$1.02B
01/2010$2.43M
11/2009$2.32M
More historic net asset information on AIM Dynamics R Fund (IDYRX)

  

AIM Dynamics R Fund (IDYRX) Portfolio Allocation

Track portfolio allocation change of AIM Dynamics R fund (IDYRX)

DateCashStockBondOther
09/20090.16%99.84%0%0%
06/20090.61%99.39%0%0%
03/20095.63%94.37%0%0%
Click here to see more historic asset allocation information on AIM Dynamics R Fund (IDYRX)

  

Most Recent Top 10 Holdings in AIM Dynamics R Fund (IDYRX)

Discover what AIM Dynamics R Fund (IDYRX) manager is buying

30-Sep-09
CORR CP OF AM (NEW) [1.66%]
Cognizant Technology Solutions [1.65%]
AFFILIATED MGRS GRP [1.6%]
IHS INC [1.59%]
SOLERA HOLDINGS INC [1.46%]
Express Scripts, Inc. [1.46%]
CONTINENTAL RESRCES [1.43%]
TD Ameritrade Holding Corporati [1.42%]
Check Point Software Technologi [1.39%]
STATE STREET CP [1.37%]

30-Jun-09
CORR CP OF AM (NEW) [1.66%]
Cognizant Technology Solutions [1.65%]
AFFILIATED MGRS GRP [1.6%]
IHS INC [1.59%]
SOLERA HOLDINGS INC [1.46%]
Express Scripts, Inc. [1.46%]
CONTINENTAL RESRCES [1.43%]
TD Ameritrade Holding Corporati [1.42%]
Check Point Software Technologi [1.39%]
STATE STREET CP [1.37%]

31-Mar-09
MCAFEE, INC [1.87%]
MORGAN STANLEY [1.81%]
AMER TOWER CP [1.75%]
JARDEN CP [1.61%]
Landstar System, Inc. [1.61%]
IHS INC [1.6%]
CROWN HOLDINGS INC [1.6%]
SOLERA HOLDINGS INC [1.57%]
ALLIANCE DATA SYS CP [1.51%]
LAZARD LTD. [1.5%]
Click here for Stock Holding Change Map in AIM Dynamics R Fund (IDYRX)

  

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