Mutual Fund Insights: AIM Leisure C Fund (IVLCX)

In-depth Analysis of AIM Leisure C Fund (IVLCX)

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See AIM Leisure C Fund (IVLCX) performance details as of January 31, 2010

  

Last Trade: $28.61 on 3/17/2010, Change: +0.19 (0.67%)

  

Fund Manager - Juan Hartsfield

Fund Manager Tenure: 1.1 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Hartsfield is a portfolio manager at AIM Advisors which he joined in 2004. Prior to joining the firm, he was a co-portfolio manager with JPMorgan Fleming Asset Management from 2000 to 2004. Hartsfield holds the chartered financial analyst designation.  Get more insights on Juan Hartsfield

  

 What we like about AIM Leisure C Fund (IVLCX)

Data for AIM Leisure C Fund (IVLCX) as of January 31, 2010

• AIM Leisure C Fund (IVLCX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.76, lower than category average of 25.15

  

 What we are cautious about AIM Leisure C Fund (IVLCX)

Data for AIM Leisure C Fund (IVLCX) as of January 31, 2010

• AIM Leisure C Fund (IVLCX) management has been with AIM Leisure C Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
• AIM Leisure C Fund is a focused fund with 34.15% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• AIM Leisure C Fund (IVLCX) has a less-than-ideal short-term performance (1-year return 37.53% vs 47.88% Consumer Discretionary category average)
• AIM Leisure C Fund (IVLCX) has a less-than-ideal mid-term performance (3-year return -12.22% vs -10.35% Consumer Discretionary category average)
• AIM Leisure C Fund (IVLCX) has a less-than-ideal Long-term performance (5-year return -2.77% vs -2.50% Consumer Discretionary category average)
• AIM Leisure C Fund (IVLCX) ratio of up-years vs down years can be improved
• AIM Leisure C Fund (IVLCX) has a Morningstar rating of 3 and below
• AIM Leisure C Fund (IVLCX) does not have a good risk adjusted return as its 3-year Alpha of -3.7 is worse than category average of -1.18, and its 3-year Sharpe ratio is -0.51
• AIM Leisure C Fund (IVLCX) has a higher management fee of 2.12% than its Consumer Discretionary average of 1.60%
• AIM Leisure C Fund (IVLCX) carries a 1% load

See AIM Leisure C Fund (IVLCX) performance details as of January 31, 2010

  

  

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AIM Leisure C Fund (IVLCX) Net Asset

Track net asset change of AIM Leisure C fund (IVLCX)

Date	Net Asset
01/2010	$12.64M
11/2009	$13.30M
10/2009	$13.08M

More historic net asset information on AIM Leisure C Fund (IVLCX)

  

AIM Leisure C Fund (IVLCX) Portfolio Allocation

Track portfolio allocation change of AIM Leisure C fund (IVLCX)

Date	Cash	Stock	Bond	Other
09/2009	2.55%	97.45%	0%	0%
06/2009	4.13%	95.87%	0%	0%
03/2009	2.87%	97.13%	0%	0%

Click here to see more historic asset allocation information on AIM Leisure C Fund (IVLCX)

  

Most Recent Top 10 Holdings in AIM Leisure C Fund (IVLCX)

Discover what AIM Leisure C Fund (IVLCX) manager is buying

30-Sep-09 WALT DISNEY-DISNEY C [5.91%] Comcast Corporation [4.52%] OMNICOM GP INC [3.89%] PEPSICO INC [3.26%] NYSE Arca EQ Weigt Pharma Index [3.1%] Google Inc. [3.09%] MCDONALDS CP [2.97%] Liberty Media Corporation [2.74%] BEST BUY CO INC [2.66%] Inbev [2.65%]

30-Jun-09 WALT DISNEY-DISNEY C [5.91%] Comcast Corporation [4.52%] OMNICOM GP INC [3.89%] PEPSICO INC [3.26%] NYSE Arca EQ Weigt Pharma Index [3.1%] Google Inc. [3.09%] MCDONALDS CP [2.97%] Liberty Media Corporation [2.74%] BEST BUY CO INC [2.66%] Inbev [2.65%]

31-Mar-09 Comcast Corporation [4.81%] WALT DISNEY-DISNEY C [4.11%] OMNICOM GP INC [4.06%] PEPSICO INC [3.46%] BEST BUY CO INC [3.42%] MCDONALDS CP [3.19%] CABLEVISION SYSTEM [2.91%] Google Inc. [2.89%] PetSmart, Inc [2.79%] Diageo PLC [2.76%]

Click here for Stock Holding Change Map in AIM Leisure C Fund (IVLCX)

  

Related books and products to AIM Leisure C Fund (IVLCX)

  

Latest News on AIM Leisure C (IVLCX)

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See more information on AIM Leisure C Fund (IVLCX)

• AIM Leisure C Fund Insights
• AIM Leisure C Fund Performance Data
• AIM Leisure C Fund News
• AIM Leisure C Fund Score Explaination
• AIM Leisure C Fund Manager Information
• Historic AIM Leisure C Fund Asset Allocation Report
• Historic AIM Leisure C Fund Top 10 Holding Tracking
• Historic AIM Leisure C Fund Asset Under Management Tracking