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Mutual Fund Insights: AIM Limited Maturity Treasury A3 Fund (LMTAX)

In-depth Analysis of AIM Limited Maturity Treasury A3 Fund (LMTAX)

Mutual fund chart: AIM Limited Maturity Treasury A3 Fund (LMTAX)

3 months
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See AIM Limited Maturity Treasury A3 Fund (LMTAX) performance details as of January 31, 2010

  

    Last Trade: $10.50 on 3/19/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Brian Schneider

Fund Manager Tenure: 1.2 years   [Similar Funds: LMTYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Schneider is a senior portfolio manager at Invesco Institutional. He has been associated with Invesco Institutional and/or its affiliates since 1987.  Get more insights on Brian Schneider

  

What we like about AIM Limited Maturity Treasury A3 Fund (LMTAX) What we like about AIM Limited Maturity Treasury A3 Fund (LMTAX)

Data for AIM Limited Maturity Treasury A3 Fund (LMTAX) as of January 31, 2010

  • AIM Limited Maturity Treasury A3 Fund (LMTAX) ratio of up-years vs down years is greater than 2
  • AIM Limited Maturity Treasury A3 Fund (LMTAX) has an annual stock turnover rate of 157.00% vs Short Government average of 163.17%. It is good that AIM Limited Maturity Treasury A3 management does not trade extensively for its return.
  • AIM Limited Maturity Treasury A3 Fund (LMTAX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.67, lower than category average of 2.3
  • AIM Limited Maturity Treasury A3 Fund (LMTAX) has a lower management fee than its Short Government average: 0.72% vs 0.87%

  

What we are cautious about AIM Limited Maturity Treasury A3 Fund (LMTAX) What we are cautious about AIM Limited Maturity Treasury A3 Fund (LMTAX)

Data for AIM Limited Maturity Treasury A3 Fund (LMTAX) as of January 31, 2010

  • AIM Limited Maturity Treasury A3 Fund (LMTAX) management has been with AIM Limited Maturity Treasury A3 Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Limited Maturity Treasury A3 Fund is a focused fund with 81.36% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Limited Maturity Treasury A3 Fund (LMTAX) has a less-than-ideal short-term performance (1-year return 0.85% vs 4.21% Short Government category average)
  • AIM Limited Maturity Treasury A3 Fund (LMTAX) has a less-than-ideal mid-term performance (3-year return 3.92% vs 4.96% Short Government category average)
  • AIM Limited Maturity Treasury A3 Fund (LMTAX) has a less-than-ideal Long-term performance (5-year return 3.27% vs 3.96% Short Government category average)
  • AIM Limited Maturity Treasury A3 Fund (LMTAX) has a Morningstar rating of 3 and below
  • AIM Limited Maturity Treasury A3 Fund (LMTAX) carries a 2.5% load
See AIM Limited Maturity Treasury A3 Fund (LMTAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Short Government category?

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AIM Limited Maturity Treasury A3 Fund (LMTAX) Net Asset

Track net asset change of AIM Limited Maturity Treasury A3 fund (LMTAX)

DateNet Asset
01/2010$88.59M
11/2009$95.48M
10/2009$100.49M
More historic net asset information on AIM Limited Maturity Treasury A3 Fund (LMTAX)

  

AIM Limited Maturity Treasury A3 Fund (LMTAX) Portfolio Allocation

Track portfolio allocation change of AIM Limited Maturity Treasury A3 fund (LMTAX)

DateCashStockBondOther
09/200916.47%0%83.53%0%
06/20090%0%100%0%
03/20090%0%100%0%
Click here to see more historic asset allocation information on AIM Limited Maturity Treasury A3 Fund (LMTAX)

  

Most Recent Top 10 Holdings in AIM Limited Maturity Treasury A3 Fund (LMTAX)

Discover what AIM Limited Maturity Treasury A3 Fund (LMTAX) manager is buying

30-Sep-09
US Treasury Note 0.875% [8.4%]
US TREASURY NOTE [8.39%]
US Treasury Note [8.37%]
US Treasury Note 0.875% [8.36%]
US TREASURY NOTE [8.35%]
US Treasury Note 0.875% [8.34%]
US Treasury Note [8.31%]
US TREASURY NOTE [8.31%]
US Treasury Note 87.5% [8.3%]
US TREASURY NOTE [8.3%]

30-Jun-09
US Treasury Note 0.875% [8.4%]
US TREASURY NOTE [8.39%]
US Treasury Note [8.37%]
US Treasury Note 0.875% [8.36%]
US TREASURY NOTE [8.35%]
US Treasury Note 0.875% [8.34%]
US Treasury Note [8.31%]
US TREASURY NOTE [8.31%]
US Treasury Note 87.5% [8.3%]
US TREASURY NOTE [8.3%]

31-Mar-09
US Treasury Note 0.875% [8.55%]
US Treasury Note [8.51%]
US TREASURY NOTE [8.51%]
US TREASURY NOTE [8.47%]
US Treasury Note [8.44%]
US TREASURY NOTE [8.33%]
US Treasury Note [8.29%]
US TREASURY NOTE [8.2%]
US TREASURY NOTE [8.19%]
US TREASURY NOTE [8.16%]
Click here for Stock Holding Change Map in AIM Limited Maturity Treasury A3 Fund (LMTAX)

  

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Latest News on AIM Limited Maturity Treasury A3 (LMTAX)

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