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

Mutual Fund Insights: AIM Multi-Sector Inst Fund (IIMSX)

In-depth Analysis of AIM Multi-Sector Inst Fund (IIMSX)

Mutual fund chart: AIM Multi-Sector Inst Fund (IIMSX)

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See AIM Multi-Sector Inst Fund (IIMSX) performance details as of January 31, 2010

  

    Last Trade: $21.20 on 3/12/2010, Change: -0.02 (-0.09%)
Experiment our closing price forecasting tool for AIM Multi-Sector Inst Fund (IIMSX) (alpha release)

  

Fund Manager - Michael J. Simon

Fund Manager Tenure: 5.5 years
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Simon is a senior portfolio manager with AIM Advisors, his employer since 2001. He generally had final authority over all aspects of the investment portfolio, including but not limited to, purchases and sales of individual securities, portfolio construction techniques, portfolio risk assessment, and the management of daily cash flows. From 1996 to 2001, Simon was a equity analyst and portfolio manager with Luther King Capital Management. Simon holds the Chartered Financial Analyst designation.  Get more insights on Michael J. Simon

  

What we like about AIM Multi-Sector Inst Fund (IIMSX) What we like about AIM Multi-Sector Inst Fund (IIMSX)

Data for AIM Multi-Sector Inst Fund (IIMSX) as of January 31, 2010

  • AIM Multi-Sector Inst Fund (IIMSX) management has been with AIM Multi-Sector Inst Fund for 5.5 years
  • AIM Multi-Sector Inst Fund (IIMSX) has good short-term performance (1-year return 38.55% vs 35.76% Large Growth category average)
  • AIM Multi-Sector Inst Fund (IIMSX) has good Long-term performance (5-year return 1.47% vs 0.87% Large Growth category average)
  • AIM Multi-Sector Inst Fund (IIMSX) ratio of up-years vs down years is greater than 2
  • AIM Multi-Sector Inst Fund (IIMSX) has an annual stock turnover rate of 31.00% vs Large Growth average of 109.93%. It is good that AIM Multi-Sector Inst management does not trade extensively for its return.
  • AIM Multi-Sector Inst Fund (IIMSX) has a lower management fee than its Large Growth average: 0.82% vs 1.33%
  • AIM Multi-Sector Inst Fund (IIMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM Multi-Sector Inst Fund (IIMSX) What we are cautious about AIM Multi-Sector Inst Fund (IIMSX)

Data for AIM Multi-Sector Inst Fund (IIMSX) as of January 31, 2010

  • AIM Multi-Sector Inst Fund (IIMSX) has a less-than-ideal mid-term performance (3-year return -7.47% vs -5.20% Large Growth category average)
  • AIM Multi-Sector Inst Fund (IIMSX) has a Morningstar rating of 3 and below
  • AIM Multi-Sector Inst Fund (IIMSX) is less safe compared to its Large Growth peers
  • AIM Multi-Sector Inst Fund (IIMSX) does not have a good risk adjusted return as its 3-year Alpha of 0.7 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.33
  • AIM Multi-Sector Inst Fund (IIMSX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.1 that is higher than category average of 21.28
See AIM Multi-Sector Inst Fund (IIMSX) performance details as of January 31, 2010

  

  

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AIM Multi-Sector Inst Fund (IIMSX) Net Asset

Track net asset change of AIM Multi-Sector Inst fund (IIMSX)

DateNet Asset
01/2010$75.46M
11/2009$85.29M
10/2009$81.71M
More historic net asset information on AIM Multi-Sector Inst Fund (IIMSX)

  

AIM Multi-Sector Inst Fund (IIMSX) Portfolio Allocation

Track portfolio allocation change of AIM Multi-Sector Inst fund (IIMSX)

DateCashStockBondOther
09/20092.31%97.69%0%0%
06/20092.94%97.06%0%0%
03/20094.4%95.6%0%0%
Click here to see more historic asset allocation information on AIM Multi-Sector Inst Fund (IIMSX)

  

Most Recent Top 10 Holdings in AIM Multi-Sector Inst Fund (IIMSX)

Discover what AIM Multi-Sector Inst Fund (IIMSX) manager is buying

30-Sep-09
Google Inc. [3.01%]
Apple Inc. [1.89%]
Comcast Corporation [1.85%]
Amgen Inc. [1.81%]
Microsoft Corporation [1.75%]
DAVITA INC [1.74%]
HEWLETT PACKARD CO [1.73%]
WALT DISNEY-DISNEY C [1.73%]
Gilead Sciences, Inc. [1.69%]
Life Technologies Corporation [1.62%]

30-Jun-09
Google Inc. [3.01%]
Apple Inc. [1.89%]
Comcast Corporation [1.85%]
Amgen Inc. [1.81%]
Microsoft Corporation [1.75%]
DAVITA INC [1.74%]
HEWLETT PACKARD CO [1.73%]
WALT DISNEY-DISNEY C [1.73%]
Gilead Sciences, Inc. [1.69%]
[1.62%]

31-Mar-09
Google Inc. [2.63%]
OMNICOM GP INC [2.07%]
Comcast Corporation [1.97%]
Intel Corporation [1.87%]
Amgen Inc. [1.81%]
Gilead Sciences, Inc. [1.8%]
WYETH [1.76%]
DAVITA INC [1.66%]
HEWLETT PACKARD CO [1.54%]
Roche Holding AG [1.52%]
Click here for Stock Holding Change Map in AIM Multi-Sector Inst Fund (IIMSX)

  

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Latest News on AIM Multi-Sector Inst (IIMSX)

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