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

Mutual Fund Insights: AIM Mid Cap Basic Value C Fund (MDCVX)

In-depth Analysis of AIM Mid Cap Basic Value C Fund (MDCVX)

Mutual fund chart: AIM Mid Cap Basic Value C Fund (MDCVX)

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See AIM Mid Cap Basic Value C Fund (MDCVX) performance details as of January 31, 2010

  

    Last Trade: $10.55 on 3/19/2010, Change: -0.10 (-0.94%)
Experiment our closing price forecasting tool for AIM Mid Cap Basic Value C Fund (MDCVX) (alpha release)

  

Fund Manager - R. Canon Coleman II

Fund Manager Tenure: 6.9 years   [Similar Funds: MDCAX  MDCBX  MDCRX  MDCYX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Coleman II is a portfolio manager with AIM Advisors. He served in AMVESCAP's corporate associate rotation program, working with fund managers before joining AIM in 1999. He previously worked as a certified public accountant with Deloitte & Touche. Coleman holds the designations of Chartered Financial Analyst and Certified Public Accountant.  Get more insights on R. Canon Coleman II

  

What we like about AIM Mid Cap Basic Value C Fund (MDCVX) What we like about AIM Mid Cap Basic Value C Fund (MDCVX)

Data for AIM Mid Cap Basic Value C Fund (MDCVX) as of January 31, 2010

  • AIM Mid Cap Basic Value C Fund (MDCVX) management has been with AIM Mid Cap Basic Value C Fund for 6.9 years
  • AIM Mid Cap Basic Value C Fund (MDCVX) has good short-term performance (1-year return 82.33% vs 42.02% Mid-Cap Blend category average)
  • AIM Mid Cap Basic Value C Fund (MDCVX) has good mid-term performance (3-year return -3.60% vs -6.52% Mid-Cap Blend category average)
  • AIM Mid Cap Basic Value C Fund (MDCVX) has good Long-term performance (5-year return 2.29% vs 1.32% Mid-Cap Blend category average)
  • AIM Mid Cap Basic Value C Fund (MDCVX) ratio of up-years vs down years is greater than 2
  • AIM Mid Cap Basic Value C Fund (MDCVX) has an annual stock turnover rate of 78.00% vs Mid-Cap Blend average of 91.38%. It is good that AIM Mid Cap Basic Value C management does not trade extensively for its return.

  

What we are cautious about AIM Mid Cap Basic Value C Fund (MDCVX) What we are cautious about AIM Mid Cap Basic Value C Fund (MDCVX)

Data for AIM Mid Cap Basic Value C Fund (MDCVX) as of January 31, 2010

  • AIM Mid Cap Basic Value C Fund is a focused fund with 34.52% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Mid Cap Basic Value C Fund (MDCVX) has a Morningstar rating of 3 and below
  • AIM Mid Cap Basic Value C Fund (MDCVX) is more volatile than its peers as it has a 3-year Standard Deviation of 31.83 that is higher than category average of 24.11
  • AIM Mid Cap Basic Value C Fund (MDCVX) has a higher management fee of 2.31% than its Mid-Cap Blend average of 1.38%
  • AIM Mid Cap Basic Value C Fund (MDCVX) carries a 1% load
See AIM Mid Cap Basic Value C Fund (MDCVX) performance details as of January 31, 2010

  

  

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AIM Mid Cap Basic Value C Fund (MDCVX) Net Asset

Track net asset change of AIM Mid Cap Basic Value C fund (MDCVX)

DateNet Asset
01/2010$18.62M
11/2009$16.94M
10/2009$16.07M
More historic net asset information on AIM Mid Cap Basic Value C Fund (MDCVX)

  

AIM Mid Cap Basic Value C Fund (MDCVX) Portfolio Allocation

Track portfolio allocation change of AIM Mid Cap Basic Value C fund (MDCVX)

DateCashStockBondOther
09/20091.85%98.15%0%0%
06/20091.74%98.26%0%0%
03/20094.86%95.14%0%0%
Click here to see more historic asset allocation information on AIM Mid Cap Basic Value C Fund (MDCVX)

  

Most Recent Top 10 Holdings in AIM Mid Cap Basic Value C Fund (MDCVX)

Discover what AIM Mid Cap Basic Value C Fund (MDCVX) manager is buying

30-Sep-09
ASML Holding N.V. [5.24%]
LEGG MASON INC [3.34%]
WEIGHT WATCHERS INTL [3.26%]
WABCO HOLDINGS [3.23%]
ROBERT HALF INTL INC [3.19%]
INTERPUBLIC GROUP [3.14%]
XL CAPITAL LTD [3.07%]
HARMAN INTL INDS [2.97%]
Viacom, Inc. B [2.92%]
PLANTRONICS INC [2.9%]

30-Jun-09
ASML Holding N.V. [5.24%]
LEGG MASON INC [3.34%]
WEIGHT WATCHERS INTL [3.26%]
WABCO HOLDINGS [3.23%]
ROBERT HALF INTL INC [3.19%]
INTERPUBLIC GROUP [3.14%]
XL CAPITAL LTD [3.07%]
HARMAN INTL INDS [2.97%]
Viacom, Inc. B [2.92%]
PLANTRONICS INC [2.9%]

31-Mar-09
ASML Holding NV [5.56%]
COOPER COS INC [3.55%]
J CREW GROUP INC. [3.53%]
ABERCROMBIE & FITCH [3.38%]
ROBERT HALF INTL INC [3.33%]
INTERPUBLIC GROUP [3.32%]
KLA-Tencor Corporation [3.31%]
Dell Inc. [3.17%]
AETNA INC. NEW [3%]

Click here for Stock Holding Change Map in AIM Mid Cap Basic Value C Fund (MDCVX)

  

Related books and products to AIM Mid Cap Basic Value C Fund (MDCVX)

  

Latest News on AIM Mid Cap Basic Value C (MDCVX)

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