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

Mutual Fund Insights: AIM Short Term Bond Inst Fund (ISTBX)

In-depth Analysis of AIM Short Term Bond Inst Fund (ISTBX)

Mutual fund chart: AIM Short Term Bond Inst Fund (ISTBX)

3 months
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1 year
3 year
5 year

See AIM Short Term Bond Inst Fund (ISTBX) performance details as of January 31, 2010

  

    Last Trade: $8.68 on 3/12/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Chuck Burge

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Burge is a senior portfolio manager, who has been responsible for the fund since 2007 and has been associated with the Invesco Institutional (n.a.), Inc. and/or its affiliates since 2002.  Get more insights on Chuck Burge

  

What we like about AIM Short Term Bond Inst Fund (ISTBX) What we like about AIM Short Term Bond Inst Fund (ISTBX)

Data for AIM Short Term Bond Inst Fund (ISTBX) as of January 31, 2010

  • AIM Short Term Bond Inst Fund (ISTBX) ratio of up-years vs down years is greater than 2
  • AIM Short Term Bond Inst Fund (ISTBX) has a lower management fee than its Short-Term Bond average: 0.42% vs 0.92%
  • AIM Short Term Bond Inst Fund (ISTBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM Short Term Bond Inst Fund (ISTBX) What we are cautious about AIM Short Term Bond Inst Fund (ISTBX)

Data for AIM Short Term Bond Inst Fund (ISTBX) as of January 31, 2010

  • AIM Short Term Bond Inst Fund (ISTBX) management has been with AIM Short Term Bond Inst Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Short Term Bond Inst Fund is a focused fund with 77.51% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Short Term Bond Inst Fund (ISTBX) has a less-than-ideal short-term performance (1-year return 7.29% vs 9.51% Short-Term Bond category average)
  • AIM Short Term Bond Inst Fund (ISTBX) has a less-than-ideal mid-term performance (3-year return 1.67% vs 3.73% Short-Term Bond category average)
  • AIM Short Term Bond Inst Fund (ISTBX) has a less-than-ideal Long-term performance (5-year return 2.45% vs 3.49% Short-Term Bond category average)
  • AIM Short Term Bond Inst Fund (ISTBX) has a Morningstar rating of 3 and below
  • AIM Short Term Bond Inst Fund (ISTBX) has an annual stock turnover rate of 123.00% that is higher than the Short-Term Bond average of 109.82%. This could mean AIM Short Term Bond Inst is more nimble, but also signal potential high tax impact and high trading fees
  • AIM Short Term Bond Inst Fund (ISTBX) does not have a good risk adjusted return as its 3-year Alpha of -2.16 is worse than category average of 0.12, and its 3-year Sharpe ratio is -0.06
  • AIM Short Term Bond Inst Fund (ISTBX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.91 that is higher than category average of 3.36
See AIM Short Term Bond Inst Fund (ISTBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Short-Term Bond category?

Below are some additional Short-Term Bond mutual funds generated out of our database

  

AIM Short Term Bond Inst Fund (ISTBX) Net Asset

Track net asset change of AIM Short Term Bond Inst fund (ISTBX)

DateNet Asset
01/2010$52.24M
11/2009$59.85M
10/2009$61.87M
More historic net asset information on AIM Short Term Bond Inst Fund (ISTBX)

  

AIM Short Term Bond Inst Fund (ISTBX) Portfolio Allocation

Track portfolio allocation change of AIM Short Term Bond Inst fund (ISTBX)

DateCashStockBondOther
09/200912.55%0%86.2%1.24%
06/200912.99%0%85.27%1.74%
03/200919.16%0.97%77.27%2.6%
Click here to see more historic asset allocation information on AIM Short Term Bond Inst Fund (ISTBX)

  

Most Recent Top 10 Holdings in AIM Short Term Bond Inst Fund (ISTBX)

Discover what AIM Short Term Bond Inst Fund (ISTBX) manager is buying

30-Sep-09
US Treasury Bond (Fut) [17.47%]
US Treasury Note (Fut) [10.64%]
US Treasury Note 1.5% [4.8%]
US Treasury Note 1.375% [4.54%]
Aim Treasurers Ser Tr [4.15%]
AIM STIT Liquid Assets Inst [4.15%]
Pitney Bowes Intl Hldgs Pfd [2.04%]
Amer Finl Grp Inc. 9.875% [2.02%]
FHLMC [1.85%]
FNMA [1.81%]

30-Jun-09
US Treasury Bond (Fut) [17.47%]
US Treasury Note (Fut) [10.64%]
US Treasury Note 1.5% [4.8%]
US Treasury Note 1.375% [4.54%]
AIM STIT Liquid Assets Inst [4.15%]
Aim Treasurers Ser Tr [4.15%]
Pitney Bowes Intl Hldgs Pfd [2.04%]
Amer Finl Grp Inc. 9.875% [2.02%]
FHLMC [1.85%]
FNMA [1.81%]

31-Mar-09
US Treasury Note [3.93%]
Pitney Bowes Intl Hldgs Pfd [1.75%]
FHLMC [1.61%]
FNMA [1.59%]
Chevron 3.45% [1.44%]
United Mexican Sts Medium Term Nts Book [1.35%]
FHLMC 6% [1.3%]
FNMA 7% [1.19%]
SILICON VY BK CALIF [1.14%]
Western Finl Bk Irvine Calif 9.625% [1.12%]
Click here for Stock Holding Change Map in AIM Short Term Bond Inst Fund (ISTBX)

  

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