Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: AIM Diversified Dividend C Fund (LCEVX)

In-depth Analysis of AIM Diversified Dividend C Fund (LCEVX)

Mutual fund chart: AIM Diversified Dividend C Fund (LCEVX)

3 months
6 months
1 year
3 year
5 year

See AIM Diversified Dividend C Fund (LCEVX) performance details as of February 28, 2010

  

    Last Trade: $11.32 on 3/19/2010, Change: -0.07 (-0.61%)
Experiment our closing price forecasting tool for AIM Diversified Dividend C Fund (LCEVX) (alpha release)

  

Fund ManagerFund Manager - Meggan M. Walsh

Fund Manager Tenure: 1.9 years   [Similar Funds: LCEAX  LCEDX  LCEIX  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 C Fund (LCEVX) What we like about AIM Diversified Dividend C Fund (LCEVX)

Data for AIM Diversified Dividend C Fund (LCEVX) as of February 28, 2010

  • AIM Diversified Dividend C Fund (LCEVX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • AIM Diversified Dividend C Fund (LCEVX) has good short-term performance (1-year return 55.46% vs 54.22 % Large Value category average)
  • AIM Diversified Dividend C Fund (LCEVX) has good Long-term performance (5-year return 1.51% vs -0.22 % Large Value category average)
  • AIM Diversified Dividend C Fund (LCEVX) has a Morningstar rating of 4 and above
  • AIM Diversified Dividend C Fund (LCEVX) has an annual stock turnover rate of 24.00% vs Large Value average of 69.56%. It is good that AIM Diversified Dividend C management does not trade extensively for its return.
  • AIM Diversified Dividend C Fund (LCEVX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.45, lower than category average of 20.8

  

What we are cautious about AIM Diversified Dividend C Fund (LCEVX) What we are cautious about AIM Diversified Dividend C Fund (LCEVX)

Data for AIM Diversified Dividend C Fund (LCEVX) as of February 28, 2010

  • AIM Diversified Dividend C Fund (LCEVX) management has been with AIM Diversified Dividend C Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Diversified Dividend C Fund (LCEVX) has a less-than-ideal mid-term performance (3-year return -3.51% vs -7.29 % Large Value category average)
  • AIM Diversified Dividend C Fund (LCEVX) ratio of up-years vs down years can be improved
  • AIM Diversified Dividend C Fund (LCEVX) has a higher management fee of 1.86% than its Large Value average of 1.29%
  • AIM Diversified Dividend C Fund (LCEVX) carries a 1% load
See AIM Diversified Dividend C Fund (LCEVX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Value category?

Below are some additional Large Value mutual funds generated out of our database

  

AIM Diversified Dividend C Fund (LCEVX) Net Asset

Track net asset change of AIM Diversified Dividend C fund (LCEVX)

DateNet Asset
02/2010$1.41B
01/2010$38.68M
11/2009$38.39M
More historic net asset information on AIM Diversified Dividend C Fund (LCEVX)

  

AIM Diversified Dividend C Fund (LCEVX) Portfolio Allocation

Track portfolio allocation change of AIM Diversified Dividend C fund (LCEVX)

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 C Fund (LCEVX)

  

Most Recent Top 10 Holdings in AIM Diversified Dividend C Fund (LCEVX)

Discover what AIM Diversified Dividend C Fund (LCEVX) 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 C Fund (LCEVX)

  

Related books and products to AIM Diversified Dividend C Fund (LCEVX)

  

Latest News on AIM Diversified Dividend C (LCEVX)

See what is happening with AIM Diversified Dividend C Fund (LCEVX)

 

Books and Resources

 

 

See more information on AIM Diversified Dividend C Fund (LCEVX)