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Mutual Fund Insights: AIM Large Cap Growth R Fund (LCRGX)

In-depth Analysis of AIM Large Cap Growth R Fund (LCRGX)

Mutual fund chart: AIM Large Cap Growth R Fund (LCRGX)

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See AIM Large Cap Growth R Fund (LCRGX) performance details as of January 31, 2010

  

    Last Trade: $10.48 on 3/12/2010, Change: +0.02 (0.19%)
Experiment our closing price forecasting tool for AIM Large Cap Growth R Fund (LCRGX) (alpha release)

  

Fund Manager - Geoffrey V. Keeling

Fund Manager Tenure: 10.9 years   [Similar Funds: LCIGX ]
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Mr. Keeling is a Senior Portfolio Manager and co-manager of AIM Large Cap Growth portfolio and AIM V.I. Large Cap Growth portfolio. Mr. Keeling joined AIM in 1995 as an equity analyst specializing in large-cap stocks. He assumed his current responsibilities in 1999. A native of Southern California, Mr. Keeling received a Bachelor of Business Administration degree in finance from The University of Texas at Austin. He is a CFA charterholder.  Get more insights on Geoffrey V. Keeling

  

What we like about AIM Large Cap Growth R Fund (LCRGX) What we like about AIM Large Cap Growth R Fund (LCRGX)

Data for AIM Large Cap Growth R Fund (LCRGX) as of January 31, 2010

  • AIM Large Cap Growth R Fund (LCRGX) management has been with AIM Large Cap Growth R Fund for 10.9 years
  • AIM Large Cap Growth R Fund (LCRGX) ratio of up-years vs down years is greater than 2
  • AIM Large Cap Growth R Fund (LCRGX) has an annual stock turnover rate of 59.00% vs Large Growth average of 109.93%. It is good that AIM Large Cap Growth R management does not trade extensively for its return.
  • AIM Large Cap Growth R Fund (LCRGX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.5, lower than category average of 21.28

  

What we are cautious about AIM Large Cap Growth R Fund (LCRGX) What we are cautious about AIM Large Cap Growth R Fund (LCRGX)

Data for AIM Large Cap Growth R Fund (LCRGX) as of January 31, 2010

  • AIM Large Cap Growth R Fund is a focused fund with 32.64% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Large Cap Growth R Fund (LCRGX) has a less-than-ideal short-term performance (1-year return 23.64% vs 35.76% Large Growth category average)
  • AIM Large Cap Growth R Fund (LCRGX) has a less-than-ideal mid-term performance (3-year return -6.32% vs -5.20% Large Growth category average)
  • AIM Large Cap Growth R Fund (LCRGX) has a less-than-ideal Long-term performance (5-year return -0.19% vs 0.87% Large Growth category average)
  • AIM Large Cap Growth R Fund (LCRGX) has a Morningstar rating of 3 and below
  • AIM Large Cap Growth R Fund (LCRGX) is less safe compared to its Large Growth peers
  • AIM Large Cap Growth R Fund (LCRGX) does not have a good risk adjusted return as its 3-year Alpha of 0.28 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.34
  • AIM Large Cap Growth R Fund (LCRGX) has a higher management fee of 1.61% than its Large Growth average of 1.33%
  • AIM Large Cap Growth R Fund (LCRGX) carries a 0.75% load
See AIM Large Cap Growth R Fund (LCRGX) performance details as of January 31, 2010

  

  

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AIM Large Cap Growth R Fund (LCRGX) Net Asset

Track net asset change of AIM Large Cap Growth R fund (LCRGX)

DateNet Asset
01/2010$10.55M
11/2009$11.11M
10/2009$10.53M
More historic net asset information on AIM Large Cap Growth R Fund (LCRGX)

  

AIM Large Cap Growth R Fund (LCRGX) Portfolio Allocation

Track portfolio allocation change of AIM Large Cap Growth R fund (LCRGX)

DateCashStockBondOther
09/20091.08%98.92%0%0%
06/20091.82%98.18%0%0%
03/20096.76%93.24%0%0%
Click here to see more historic asset allocation information on AIM Large Cap Growth R Fund (LCRGX)

  

Most Recent Top 10 Holdings in AIM Large Cap Growth R Fund (LCRGX)

Discover what AIM Large Cap Growth R Fund (LCRGX) manager is buying

30-Sep-09
HEWLETT PACKARD CO [5.1%]
LOCKHEED MARTIN CP [4.91%]
Amgen Inc. [3.92%]
ACCENTURE PLC. [3.61%]
Microsoft Corporation [3.36%]
Oracle Corporation [3.22%]
OCCIDENTAL PET [2.99%]
Apple Inc. [2.89%]
INTL BUSINESS MACH [2.45%]
AUTOZONE INC [2.26%]

30-Jun-09
HEWLETT PACKARD CO [5.1%]
LOCKHEED MARTIN CP [4.91%]
Amgen Inc. [3.92%]
ACCENTURE LTD. [3.61%]
Microsoft Corporation [3.36%]
Oracle Corporation [3.22%]
OCCIDENTAL PET [2.99%]
Apple Inc. [2.89%]
INTL BUSINESS MACH [2.45%]
AUTOZONE INC [2.26%]

31-Mar-09
HEWLETT PACKARD CO [5.05%]
LOCKHEED MARTIN CP [4.53%]
Amgen Inc. [3.95%]
ACCENTURE LTD. [3.69%]
JOHNSON AND JOHNS DC [3.38%]
WAL MART STORES [3.33%]
BAXTER INTL INC [3.06%]
Oracle Corporation [2.93%]
Microsoft Corporation [2.8%]
OCCIDENTAL PET [2.72%]
Click here for Stock Holding Change Map in AIM Large Cap Growth R Fund (LCRGX)

  

Related books and products to AIM Large Cap Growth R Fund (LCRGX)

  

Latest News on AIM Large Cap Growth R (LCRGX)

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