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

Mutual Fund Insights: AIM Financial Services C Fund (IFSCX)

In-depth Analysis of AIM Financial Services C Fund (IFSCX)

Mutual fund chart: AIM Financial Services C Fund (IFSCX)

3 months
6 months
1 year
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5 year

See AIM Financial Services C Fund (IFSCX) performance details as of January 31, 2010

  

    Last Trade: $7.90 on 3/18/2010, Change: -0.03 (-0.38%)

  

Fund Manager - Meggan M. Walsh

Fund Manager Tenure: 5.5 years   [Similar Funds: IFSAX  IFSBX  IFSYX ]
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)
Walsh is a senior portfolio manager with AIM Advisors. She joined the company in 1991 as a short-term taxable fixed-income securities trader and moved to the long-term fixed-income area in 1992. Walsh holds the Chartered Financial Analyst designation.  Get more insights on Meggan M. Walsh

  

What we like about AIM Financial Services C Fund (IFSCX) What we like about AIM Financial Services C Fund (IFSCX)

Data for AIM Financial Services C Fund (IFSCX) as of January 31, 2010

  • AIM Financial Services C Fund (IFSCX) management has been with AIM Financial Services C Fund for 5.5 years
  • AIM Financial Services C Fund (IFSCX) has good short-term performance (1-year return 63.97% vs 49.15% Financial category average)
  • AIM Financial Services C Fund (IFSCX) ratio of up-years vs down years is greater than 2

  

What we are cautious about AIM Financial Services C Fund (IFSCX) What we are cautious about AIM Financial Services C Fund (IFSCX)

Data for AIM Financial Services C Fund (IFSCX) as of January 31, 2010

  • AIM Financial Services C Fund is a focused fund with 54.14% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Financial Services C Fund (IFSCX) has a less-than-ideal mid-term performance (3-year return -27.75% vs -16.13% Financial category average)
  • AIM Financial Services C Fund (IFSCX) has a less-than-ideal Long-term performance (5-year return -14.02% vs -5.96% Financial category average)
  • AIM Financial Services C Fund (IFSCX) has a Morningstar rating of 3 and below
  • AIM Financial Services C Fund (IFSCX) is less safe compared to its Financial peers
  • AIM Financial Services C Fund (IFSCX) does not have a good risk adjusted return as its 3-year Alpha of -14.46 is worse than category average of -6.43, and its 3-year Sharpe ratio is -0.72
  • AIM Financial Services C Fund (IFSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 37.27 that is higher than category average of 28.7
  • AIM Financial Services C Fund (IFSCX) has a higher management fee of 2.40% than its Financial average of 1.76%
  • AIM Financial Services C Fund (IFSCX) carries a 1% load
See AIM Financial Services C Fund (IFSCX) performance details as of January 31, 2010

  

  

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AIM Financial Services C Fund (IFSCX) Net Asset

Track net asset change of AIM Financial Services C fund (IFSCX)

DateNet Asset
01/2010$13.09M
11/2009$13.45M
10/2009$13.05M
More historic net asset information on AIM Financial Services C Fund (IFSCX)

  

AIM Financial Services C Fund (IFSCX) Portfolio Allocation

Track portfolio allocation change of AIM Financial Services C fund (IFSCX)

DateCashStockBondOther
09/20091.1%98.9%0%0%
06/20093.53%96.48%0%0%
03/20090%0%0%0%
Click here to see more historic asset allocation information on AIM Financial Services C Fund (IFSCX)

  

Most Recent Top 10 Holdings in AIM Financial Services C Fund (IFSCX)

Discover what AIM Financial Services C Fund (IFSCX) manager is buying

30-Sep-09
JP MORGAN CHASE CO [6.44%]
BK OF AMERICA CP [5.29%]
SLM CORPORATION [5.03%]
XL CAPITAL LTD [4.95%]
CAPITAL ONE FINANCIA [4.87%]
AMER EXPRESS INC [4.53%]
STATE STREET CP [4.39%]
MORGAN STANLEY [3.98%]
Fifth Third Bancorp [3.96%]

30-Jun-09
JP MORGAN CHASE CO [6.44%]
BK OF AMERICA CP [5.29%]
SLM CORPORATION [5.03%]
XL CAPITAL LTD [4.95%]
CAPITAL ONE FINANCIA [4.87%]
AMER EXPRESS INC [4.53%]
STATE STREET CP [4.39%]
MORGAN STANLEY [3.98%]
Fifth Third Bancorp [3.96%]

31-Mar-09
Price/Earnings [0%]
N/A [0%]
N/A [0%]
Median Market Cap [0%]
N/A [0%]
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Click here for Stock Holding Change Map in AIM Financial Services C Fund (IFSCX)

  

Related books and products to AIM Financial Services C Fund (IFSCX)

  

Latest News on AIM Financial Services C (IFSCX)

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