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Mutual Fund Insights: AIM Structured Value C Fund (SBCVX)

In-depth Analysis of AIM Structured Value C Fund (SBCVX)

Mutual fund chart: AIM Structured Value C Fund (SBCVX)

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See AIM Structured Value C Fund (SBCVX) performance details as of February 28, 2010

  

    Last Trade: $8.65 on 3/19/2010, Change: -0.07 (-0.8%)
Experiment our closing price forecasting tool for AIM Structured Value C Fund (SBCVX) (alpha release)

  

Fund Manager - Glen E. S. Murphy

Fund Manager Tenure: 4.0 years
Fundmojo Fund Grade: E (Score: 0.37)     (What does this score mean?)
Glen E. S. Murphy is a portfolio manager of Invesco Institutional, Inc. with which Glen E. S. Murphy has been associated since 1995.  Get more insights on Glen E. S. Murphy

  

What we like about AIM Structured Value C Fund (SBCVX) What we like about AIM Structured Value C Fund (SBCVX)

Data for AIM Structured Value C Fund (SBCVX) as of February 28, 2010

  • AIM Structured Value C Fund (SBCVX) management has been with AIM Structured Value C Fund for 4.0 years
  • AIM Structured Value C Fund (SBCVX) has good mid-term performance (3-year return -8.39% vs -7.29 % Large Value category average)
  • AIM Structured Value C Fund (SBCVX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.66, lower than category average of 20.8

  

What we are cautious about AIM Structured Value C Fund (SBCVX) What we are cautious about AIM Structured Value C Fund (SBCVX)

Data for AIM Structured Value C Fund (SBCVX) as of February 28, 2010

  • AIM Structured Value C Fund is a focused fund with 32.63% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Structured Value C Fund (SBCVX) has a less-than-ideal short-term performance (1-year return 49.85% vs 54.22 % Large Value category average)
  • AIM Structured Value C Fund (SBCVX) ratio of up-years vs down years can be improved
  • AIM Structured Value C Fund (SBCVX) has a Morningstar rating of 3 and below
  • AIM Structured Value C Fund (SBCVX) is less safe compared to its Large Value peers
  • AIM Structured Value C Fund (SBCVX) has an annual stock turnover rate of 78.00% that is higher than the Large Value average of 69.56%. This could mean AIM Structured Value C is more nimble, but also signal potential high tax impact and high trading fees
  • AIM Structured Value C Fund (SBCVX) does not have a good risk adjusted return as its 3-year Alpha of -2.75 is worse than category average of -1.52, and its 3-year Sharpe ratio is -0.41
  • AIM Structured Value C Fund (SBCVX) has a higher management fee of 1.76% than its Large Value average of 1.29%
  • AIM Structured Value C Fund (SBCVX) carries a 1% load
See AIM Structured Value C Fund (SBCVX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Value category?

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AIM Structured Value C Fund (SBCVX) Net Asset

Track net asset change of AIM Structured Value C fund (SBCVX)

DateNet Asset
02/2010$68.09M
01/2010$220.00K
11/2009$240.00K
More historic net asset information on AIM Structured Value C Fund (SBCVX)

  

AIM Structured Value C Fund (SBCVX) Portfolio Allocation

Track portfolio allocation change of AIM Structured Value C fund (SBCVX)

DateCashStockBondOther
09/20091.79%98.21%0%0%
06/20092.29%97.71%0%0%
03/20091.08%98.92%0%0%
Click here to see more historic asset allocation information on AIM Structured Value C Fund (SBCVX)

  

Most Recent Top 10 Holdings in AIM Structured Value C Fund (SBCVX)

Discover what AIM Structured Value C Fund (SBCVX) manager is buying

30-Sep-09
EXXON MOBIL CP [7.41%]
AT&T INC. [4.86%]
GEN ELECTRIC CO [4.49%]
CHEVRON CORP [3.75%]
VERIZON COMMUN [3.58%]
CONOCOPHILLIPS [2.78%]
THE TRAVELERS CO [2.27%]
OCCIDENTAL PET [2.22%]
PFIZER INC [2.2%]
UNITEDHEALTH GROUP [2.07%]

30-Jun-09
EXXON MOBIL CP [7.41%]
AT&T INC. [4.86%]
GEN ELECTRIC CO [4.49%]
CHEVRON CORP [3.75%]
VERIZON COMMUN [3.58%]
CONOCOPHILLIPS [2.78%]
THE TRAVELERS CO [2.27%]
OCCIDENTAL PET [2.22%]
PFIZER INC [2.2%]
UNITEDHEALTH GROUP [2.07%]

31-Mar-09
EXXON MOBIL CP [9.02%]
AT&T INC. [5.39%]
GEN ELECTRIC CO [4.68%]
VERIZON COMMUN [4.13%]
CHEVRON CORP [4.06%]
CONOCOPHILLIPS [2.86%]
Amgen Inc. [2.78%]
THE TRAVELERS CO [2.63%]
PFIZER INC [2.48%]
LILLY ELI CO [2.4%]
Click here for Stock Holding Change Map in AIM Structured Value C Fund (SBCVX)

  

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Latest News on AIM Structured Value C (SBCVX)

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