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Mutual Fund Insights: AIM Diversified Dividend A Fund (LCEAX)

In-depth Analysis of AIM Diversified Dividend A Fund (LCEAX)

Mutual fund chart: AIM Diversified Dividend A Fund (LCEAX)

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See AIM Diversified Dividend A Fund (LCEAX) performance details as of February 28, 2010

  

    Last Trade: $11.44 on 3/19/2010, Change: -0.07 (-0.61%)
Experiment our closing price forecasting tool for AIM Diversified Dividend A Fund (LCEAX) (alpha release)

  

Fund ManagerFund Manager - Meggan M. Walsh

Fund Manager Tenure: 1.9 years   [Similar Funds: LCEDX  LCEIX  LCEVX  LCEYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (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 Diversified Dividend A Fund (LCEAX) What we like about AIM Diversified Dividend A Fund (LCEAX)

Data for AIM Diversified Dividend A Fund (LCEAX) as of February 28, 2010

  • AIM Diversified Dividend A Fund (LCEAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • AIM Diversified Dividend A Fund (LCEAX) has good short-term performance (1-year return 56.55% vs 54.22 % Large Value category average)
  • AIM Diversified Dividend A Fund (LCEAX) has good Long-term performance (5-year return 2.18% vs -0.22 % Large Value category average)
  • AIM Diversified Dividend A Fund (LCEAX) ratio of up-years vs down years is greater than 2
  • AIM Diversified Dividend A Fund (LCEAX) has a Morningstar rating of 4 and above
  • AIM Diversified Dividend A Fund (LCEAX) has an annual stock turnover rate of 24.00% vs Large Value average of 69.56%. It is good that AIM Diversified Dividend A management does not trade extensively for its return.
  • AIM Diversified Dividend A Fund (LCEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.49, lower than category average of 20.8
  • AIM Diversified Dividend A Fund (LCEAX) has a lower management fee than its Large Value average: 1.11% vs 1.29%

  

What we are cautious about AIM Diversified Dividend A Fund (LCEAX) What we are cautious about AIM Diversified Dividend A Fund (LCEAX)

Data for AIM Diversified Dividend A Fund (LCEAX) as of February 28, 2010

  • AIM Diversified Dividend A Fund (LCEAX) management has been with AIM Diversified Dividend A Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Diversified Dividend A Fund (LCEAX) has a less-than-ideal mid-term performance (3-year return -2.86% vs -7.29 % Large Value category average)
  • AIM Diversified Dividend A Fund (LCEAX) carries a 5.5% load
See AIM Diversified Dividend A Fund (LCEAX) performance details as of February 28, 2010

  

  

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AIM Diversified Dividend A Fund (LCEAX) Net Asset

Track net asset change of AIM Diversified Dividend A fund (LCEAX)

DateNet Asset
02/2010$1.41B
01/2010$201.26M
11/2009$196.29M
More historic net asset information on AIM Diversified Dividend A Fund (LCEAX)

  

AIM Diversified Dividend A Fund (LCEAX) Portfolio Allocation

Track portfolio allocation change of AIM Diversified Dividend A fund (LCEAX)

DateCashStockBondOther
09/20095.67%94.33%0%0%
06/20095.48%94.53%0%0%
03/20095.49%94.51%0%0%
Click here to see more historic asset allocation information on AIM Diversified Dividend A Fund (LCEAX)

  

Most Recent Top 10 Holdings in AIM Diversified Dividend A Fund (LCEAX)

Discover what AIM Diversified Dividend A Fund (LCEAX) manager is buying

30-Sep-09
KIMBERLY CLARK CP [3.01%]
JOHNSON CONTROLS INC [2.98%]
Aim Treasurers Ser Tr [2.74%]
AIM STIT Liquid Assets Inst [2.74%]
Automatic Data Processing, Inc. [2.55%]
PENTAIR INC [2.49%]
MARSH MCLENNAN CO [2.46%]
DOMINION RES NEW [2.28%]
JOHNSON AND JOHNS DC [2.19%]
SUNTRUST BANKS [2.16%]

30-Jun-09
KIMBERLY CLARK CP [3.01%]
JOHNSON CONTROLS INC [2.98%]
Aim Treasurers Ser Tr [2.74%]
AIM STIT Liquid Assets Inst [2.74%]
AUTOMATIC DATA PROCS [2.55%]
PENTAIR INC [2.49%]
MARSH MCLENNAN CO [2.46%]
DOMINION RES NEW [2.28%]
JOHNSON AND JOHNS DC [2.19%]
SUNTRUST BANKS [2.16%]

31-Mar-09
KIMBERLY CLARK CP [3.1%]
Automatic Data Processing, Inc. [2.96%]
MARSH MCLENNAN CO [2.9%]
LILLY ELI CO [2.71%]
PENTAIR INC [2.47%]
DOMINION RES NEW [2.42%]
JOHNSON AND JOHNS DC [2.37%]
SYSCO CP [2.27%]
TEXAS INSTRUMENTS [2.14%]
KRAFT FOODS INC [2.13%]
Click here for Stock Holding Change Map in AIM Diversified Dividend A Fund (LCEAX)

  

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Latest News on AIM Diversified Dividend A (LCEAX)

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