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Mutual Fund Insights: AIM Gold & Precious Metals Y Fund (IGDYX)
In-depth Analysis of AIM Gold & Precious Metals Y (IGDYX)
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Last Trade: $8.62 on 11/20/2009, Change: -0.07 (-0.81%)
Fund Manager - Andrew Lees
Fund Manager Tenure: 1.6 years [Similar Funds: IGDAX IGDBX IGDCX ]Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)Andrew Lees has been responsible for the fund since 2008 and has been associated with Invesco Aim and/or its affiliates since 2005. From 2004 to 2005, Andrew Lees was the director of investment banking for Trinity Capital Services, LLC. From 2002 to 2004, Andrew Lees was an energy analyst for RBC Capital Markets.
Category Average: 106.67% , 7.70% , 14.30% | Category Average: 1.47% | Category Average: 75.46% |
What we like about AIM Gold & Precious Metals Y Fund (IGDYX)
Data for AIM Gold & Precious Metals Y Fund (IGDYX) as of October 31, 2009
- AIM Gold & Precious Metals Y Fund (IGDYX) has good mid-term performance (3-year return 9.43% vs 7.70% Equity Precious Metals category average)
- AIM Gold & Precious Metals Y Fund (IGDYX) has good Long-term performance (5-year return 15.55% vs 14.30% Equity Precious Metals category average)
- AIM Gold & Precious Metals Y Fund (IGDYX) has a Morningstar rating of 4 and above
- AIM Gold & Precious Metals Y Fund (IGDYX) has an annual stock turnover rate of 39.00% vs Equity Precious Metals average of 75.46%. It is good that AIM Gold & Precious Metals Y management does not trade extensively for its return.
- AIM Gold & Precious Metals Y Fund (IGDYX) is less volatile than its peers as it has a 3-year Standard Deviation of 39.83, lower than category average of 44.41
- AIM Gold & Precious Metals Y Fund (IGDYX) has a lower management fee than its Equity Precious Metals average: 1.24% vs 1.47%
- AIM Gold & Precious Metals Y Fund (IGDYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about AIM Gold & Precious Metals Y Fund (IGDYX)
Data for AIM Gold & Precious Metals Y Fund (IGDYX) as of October 31, 2009
- AIM Gold & Precious Metals Y Fund (IGDYX) management has been with AIM Gold & Precious Metals Y Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
- AIM Gold & Precious Metals Y Fund is a focused fund with 46.43% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
- AIM Gold & Precious Metals Y Fund (IGDYX) has a less-than-ideal short-term performance (1-year return 98.45% vs 106.67% Equity Precious Metals category average)
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AIM Gold & Precious Metals Y Fund (IGDYX) Net Asset
Track net asset change of AIM Gold & Precious Metals Y fund (IGDYX)
| Date | Net Asset |
| 10/2009 | $3.11M |
| 09/2009 | $2.86M |
| 08/2009 | $2.60M |
AIM Gold & Precious Metals Y Fund (IGDYX) Portfolio Allocation
Track portfolio allocation change of AIM Gold & Precious Metals Y fund (IGDYX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 10.22% | 86.31% | 0% | 3.48% |
| 06/2009 | 11.58% | 84.54% | 0% | 3.88% |
| 03/2009 | 10.93% | 84.79% | 0% | 4.28% |
Most Recent Top 10 Holdings in AIM Gold & Precious Metals Y Fund (IGDYX)
Discover what AIM Gold & Precious Metals Y Fund (IGDYX) manager is buying
AIM STIT Liquid Assets Inst [5.79%] GOLDCORP INC [4.94%] IAMGOLD CORPORATION [4.63%] AGNICO EAGLE MINES [4.51%] YAMANA GOLD INC [4.35%] SILVER WHEATON CORP [4.24%] Franco-Nevada Corporation [4.18%] FREEPORT MCMORAN B [4.02%] BARRICK GOLD CP [3.98%] | AIM STIT Liquid Assets Inst [5.79%] GENPACT LIMITED [4.94%] IAMGold Corporation [4.63%] AGNICO-EAGLE MINES [4.51%] Yamana Gold, Inc. [4.35%] SILVER WHEATON [4.24%] Franco-Nevada Corporation [4.18%] FREEPORT MCMORAN COPPER/GOLD [4.02%] BARRICK GOLD [3.98%] | YAMANA GOLD INC [4.87%] GOLDCORP INC [4.83%] SILVER WHEATON CORP [4.72%] NEWMONT MIN CP (HLDG [4.62%] Randgold Resources Limited [4.42%] Franco-Nevada Corporation [4.2%] IAMGOLD CORPORATION [4.07%] BARRICK GOLD CP [3.98%] GOLD FIELDS LTD ADS [3.58%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
