Mutual Fund Insights: AIM Real Estate Inv Fund (REINX)

In-depth Analysis of AIM Real Estate Inv Fund (REINX)

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See AIM Real Estate Inv Fund (REINX) performance details as of February 28, 2010

  

Last Trade: $18.96 on 3/19/2010, Change: -0.17 (-0.89%)

  

Fund Manager - Joe V. Rodriguez

Fund Manager Tenure: 3.3 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

Rodriguez is a portfolio manager with INVESCO Institutional, his employer since 1990. He began his investment career in 1983. He sits on the editorial board for the National Association of Real Estate Investment Trusts and is on the research committee for both the Pension Real Estate Association and the National Council of Real Estate Investment Fiduciaries. Rodriguez holds the Certified Financial Planner designation.  Get more insights on Joe V. Rodriguez

  

 What we like about AIM Real Estate Inv Fund (REINX)

Data for AIM Real Estate Inv Fund (REINX) as of February 28, 2010

• AIM Real Estate Inv Fund (REINX) management has been with AIM Real Estate Inv Fund for 3.3 years
• AIM Real Estate Inv Fund (REINX) has good Long-term performance (5-year return 2.72% vs 0.27 % Real Estate category average)
• AIM Real Estate Inv Fund (REINX) has a Morningstar rating of 4 and above
• AIM Real Estate Inv Fund (REINX) has an annual stock turnover rate of 74.00% vs Real Estate average of 113.50%. It is good that AIM Real Estate Inv management does not trade extensively for its return.
• AIM Real Estate Inv Fund (REINX) is less volatile than its peers as it has a 3-year Standard Deviation of 35.7, lower than category average of 38.88
• AIM Real Estate Inv Fund (REINX) has a lower management fee than its Real Estate average: 1.43% vs 1.50%

  

 What we are cautious about AIM Real Estate Inv Fund (REINX)

Data for AIM Real Estate Inv Fund (REINX) as of February 28, 2010

• AIM Real Estate Inv Fund is a focused fund with 47.83% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• AIM Real Estate Inv Fund (REINX) has a less-than-ideal short-term performance (1-year return 88.19% vs 94.97 % Real Estate category average)
• AIM Real Estate Inv Fund (REINX) has a less-than-ideal mid-term performance (3-year return -13.23% vs -14.95 % Real Estate category average)
• AIM Real Estate Inv Fund (REINX) ratio of up-years vs down years can be improved
• AIM Real Estate Inv Fund (REINX) is less safe compared to its Real Estate peers
• Even though AIM Real Estate Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See AIM Real Estate Inv Fund (REINX) performance details as of February 28, 2010

  

  

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AIM Real Estate Inv Fund (REINX) Net Asset

Track net asset change of AIM Real Estate Inv fund (REINX)

Date	Net Asset
02/2010	$1.28B
01/2010	$35.88M
11/2009	$36.59M

More historic net asset information on AIM Real Estate Inv Fund (REINX)

  

AIM Real Estate Inv Fund (REINX) Portfolio Allocation

Track portfolio allocation change of AIM Real Estate Inv fund (REINX)

Date	Cash	Stock	Bond	Other
09/2009	3.5%	93.31%	2.48%	0.72%
06/2009	2.81%	92.62%	4.48%	0.1%
03/2009	2.8%	92.89%	4.28%	0.03%

Click here to see more historic asset allocation information on AIM Real Estate Inv Fund (REINX)

  

Most Recent Top 10 Holdings in AIM Real Estate Inv Fund (REINX)

Discover what AIM Real Estate Inv Fund (REINX) manager is buying

30-Sep-09 SIMON PPTY GRP INC [9.33%] PUBLIC STG [4.94%] EQUITY RESIDENTAL [4.58%] BOSTON PPTYS INC [4.31%] VENTAS INC [4%] VORNADO REALTY TRUST [3.9%] HEALTH CARE REIT [3.57%] DIGITAL REALTY TRUST [3.56%] NATIONWIDE HLTH PROP [3.24%] FEDERAL RLTY INV TR [3.13%]

30-Jun-09 SIMON PPTY GRP INC [9.33%] PUBLIC STG [4.94%] EQUITY RESIDENTAL [4.58%] BOSTON PPTYS INC [4.31%] VENTAS INC [4%] VORNADO REALTY TRUST [3.9%] HEALTH CARE REIT [3.57%] DIGITAL REALTY TRUST [3.56%] NATIONWIDE HLTH PROP [3.24%] FEDERAL RLTY INV TR [3.13%]

31-Mar-09 SIMON PPTY GRP INC [8.41%] FEDERAL RLTY INV TR [5.2%] PUBLIC STG [4.84%] EQUITY RESIDENTAL [4.7%] BOSTON PPTYS INC [4.53%] VORNADO REALTY TRUST [4.46%] DIGITAL REALTY TRUST [4.4%] ESSEX PRTY TR INC [3.6%] HCP, INC. [3.54%] HEALTH CARE REIT [3.51%]

Click here for Stock Holding Change Map in AIM Real Estate Inv Fund (REINX)

  

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See more information on AIM Real Estate Inv Fund (REINX)

• AIM Real Estate Inv Fund Insights
• AIM Real Estate Inv Fund Performance Data
• AIM Real Estate Inv Fund News
• AIM Real Estate Inv Fund Score Explaination
• AIM Real Estate Inv Fund Manager Information
• Historic AIM Real Estate Inv Fund Asset Allocation Report
• Historic AIM Real Estate Inv Fund Top 10 Holding Tracking
• Historic AIM Real Estate Inv Fund Asset Under Management Tracking