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

Mutual Fund Insights: AIM Limited Maturity Treasury Y Fund (LMTYX)

In-depth Analysis of AIM Limited Maturity Treasury Y Fund (LMTYX)

Mutual fund chart: AIM Limited Maturity Treasury Y Fund (LMTYX)

3 months
6 months
1 year
3 year
5 year

See AIM Limited Maturity Treasury Y Fund (LMTYX) performance details as of January 31, 2010

  

    Last Trade: $10.50 on 3/18/2010, Change: -0.01 (-0.1%)

  

Fund ManagerFund Manager - Brian Schneider

Fund Manager Tenure: 1.2 years   [Similar Funds: LMTAX ]
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 Y Fund (LMTYX) What we like about AIM Limited Maturity Treasury Y Fund (LMTYX)

Data for AIM Limited Maturity Treasury Y Fund (LMTYX) as of January 31, 2010

  • AIM Limited Maturity Treasury Y Fund (LMTYX) ratio of up-years vs down years is greater than 2
  • AIM Limited Maturity Treasury Y Fund (LMTYX) has an annual stock turnover rate of 157.00% vs Short Government average of 163.17%. It is good that AIM Limited Maturity Treasury Y management does not trade extensively for its return.
  • AIM Limited Maturity Treasury Y Fund (LMTYX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.71, lower than category average of 2.3
  • AIM Limited Maturity Treasury Y Fund (LMTYX) has a lower management fee than its Short Government average: 0.47% vs 0.87%

  

What we are cautious about AIM Limited Maturity Treasury Y Fund (LMTYX) What we are cautious about AIM Limited Maturity Treasury Y Fund (LMTYX)

Data for AIM Limited Maturity Treasury Y Fund (LMTYX) as of January 31, 2010

  • AIM Limited Maturity Treasury Y Fund (LMTYX) management has been with AIM Limited Maturity Treasury Y 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 Y 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 Y Fund (LMTYX) has a less-than-ideal short-term performance (1-year return 1.11% vs 4.21% Short Government category average)
  • AIM Limited Maturity Treasury Y Fund (LMTYX) has a less-than-ideal mid-term performance (3-year return 4.25% vs 4.96% Short Government category average)
  • AIM Limited Maturity Treasury Y Fund (LMTYX) has a less-than-ideal Long-term performance (5-year return 3.64% vs 3.96% Short Government category average)
  • AIM Limited Maturity Treasury Y Fund (LMTYX) has a Morningstar rating of 3 and below
  • AIM Limited Maturity Treasury Y Fund (LMTYX) carries a 2.5% load
See AIM Limited Maturity Treasury Y Fund (LMTYX) performance details as of January 31, 2010

  

  

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AIM Limited Maturity Treasury Y Fund (LMTYX) Net Asset

Track net asset change of AIM Limited Maturity Treasury Y fund (LMTYX)

DateNet Asset
01/2010$9.10M
11/2009$9.55M
10/2009$5.35M
More historic net asset information on AIM Limited Maturity Treasury Y Fund (LMTYX)

  

AIM Limited Maturity Treasury Y Fund (LMTYX) Portfolio Allocation

Track portfolio allocation change of AIM Limited Maturity Treasury Y fund (LMTYX)

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 Y Fund (LMTYX)

  

Most Recent Top 10 Holdings in AIM Limited Maturity Treasury Y Fund (LMTYX)

Discover what AIM Limited Maturity Treasury Y Fund (LMTYX) 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 Y Fund (LMTYX)

  

Related books and products to AIM Limited Maturity Treasury Y Fund (LMTYX)

  

Latest News on AIM Limited Maturity Treasury Y (LMTYX)

See what is happening with AIM Limited Maturity Treasury Y Fund (LMTYX)

 

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