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

Mutual Fund Insights: AIM Structured Core Y Fund (SCAYX)

In-depth Analysis of AIM Structured Core Y Fund (SCAYX)

Mutual fund chart: AIM Structured Core Y Fund (SCAYX)

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See AIM Structured Core Y Fund (SCAYX) performance details as of January 31, 2010

  

    Last Trade: $7.25 on 3/17/2010, Change: +0.05 (0.69%)
Experiment our closing price forecasting tool for AIM Structured Core Y Fund (SCAYX) (alpha release)

  

Fund Manager - Jeremy S. Lefkowitz

Fund Manager Tenure: 4.0 years   [Similar Funds: SCAUX ]
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Jeremy Lefkowitz is a Portfolio Manager & Head of the US Structured Portfolio Management Team. He has joined INVESCO Group in 1982 and began his investment career in 1974. He holds a BS degree in Industrial Engineering and MBA in Finance at Columbia University.  Get more insights on Jeremy S. Lefkowitz

  

What we like about AIM Structured Core Y Fund (SCAYX) What we like about AIM Structured Core Y Fund (SCAYX)

Data for AIM Structured Core Y Fund (SCAYX) as of January 31, 2010

  • AIM Structured Core Y Fund (SCAYX) management has been with AIM Structured Core Y Fund for 4.0 years
  • AIM Structured Core Y Fund (SCAYX) ratio of up-years vs down years is greater than 2
  • AIM Structured Core Y Fund (SCAYX) has an annual stock turnover rate of 77.00% vs Large Blend average of 80.36%. It is good that AIM Structured Core Y management does not trade extensively for its return.
  • AIM Structured Core Y Fund (SCAYX) has a lower management fee than its Large Blend average: 0.76% vs 1.10%
  • AIM Structured Core Y Fund (SCAYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM Structured Core Y Fund (SCAYX) What we are cautious about AIM Structured Core Y Fund (SCAYX)

Data for AIM Structured Core Y Fund (SCAYX) as of January 31, 2010

  • AIM Structured Core Y Fund is a focused fund with 30.80% 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 Core Y Fund (SCAYX) has a less-than-ideal short-term performance (1-year return 27.57% vs 34.15% Large Blend category average)
  • AIM Structured Core Y Fund (SCAYX) has a less-than-ideal mid-term performance (3-year return -8.79% vs -7.17% Large Blend category average)
  • AIM Structured Core Y Fund (SCAYX) has a Morningstar rating of 3 and below
  • AIM Structured Core Y Fund (SCAYX) is less safe compared to its Large Blend peers
  • AIM Structured Core Y Fund (SCAYX) does not have a good risk adjusted return as its 3-year Alpha of -1.41 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.43
  • AIM Structured Core Y Fund (SCAYX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.7 that is higher than category average of 20.52
See AIM Structured Core Y Fund (SCAYX) performance details as of January 31, 2010

  

  

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AIM Structured Core Y Fund (SCAYX) Net Asset

Track net asset change of AIM Structured Core Y fund (SCAYX)

DateNet Asset
01/2010$180.00K
11/2009$210.00K
10/2009$190.00K
More historic net asset information on AIM Structured Core Y Fund (SCAYX)

  

AIM Structured Core Y Fund (SCAYX) Portfolio Allocation

Track portfolio allocation change of AIM Structured Core Y fund (SCAYX)

DateCashStockBondOther
09/20092.32%97.68%0%0%
06/20094.25%95.75%0%0%
03/20095.39%94.61%0%0%
Click here to see more historic asset allocation information on AIM Structured Core Y Fund (SCAYX)

  

Most Recent Top 10 Holdings in AIM Structured Core Y Fund (SCAYX)

Discover what AIM Structured Core Y Fund (SCAYX) manager is buying

30-Sep-09
EXXON MOBIL CP [5.66%]
S&P Index (Fut) [4.24%]
Microsoft Corporation [3.86%]
INTL BUSINESS MACH [3.36%]
Apple Inc. [3.3%]
AT&T INC. [3.1%]
WAL MART STORES [2.76%]
GEN ELECTRIC CO [2.68%]
OCCIDENTAL PET [2.47%]
VERIZON COMMUN [2.41%]

30-Jun-09
EXXON MOBIL [5.66%]
S&P Index (Fut) [4.24%]
Microsoft Corporation [3.86%]
INTL BUSINESS MACHINES [3.36%]
Apple Inc. [3.3%]
AT&T INC [3.1%]
WAL-MART STORES [2.76%]
GEN ELECTRIC CO [2.68%]
OCCIDENTAL PETROLEUM [2.47%]
VERIZON COMMUN [2.41%]

31-Mar-09
EXXON MOBIL CP [6.01%]
Microsoft Corporation [3.54%]
INTL BUSINESS MACH [3.43%]
WAL MART STORES [3.16%]
AT&T INC. [2.95%]
Apple Inc. [2.83%]
GEN ELECTRIC CO [2.76%]
HEWLETT PACKARD CO [2.42%]
VERIZON COMMUN [2.41%]
OCCIDENTAL PET [2.23%]
Click here for Stock Holding Change Map in AIM Structured Core Y Fund (SCAYX)

  

Related books and products to AIM Structured Core Y Fund (SCAYX)

  

Latest News on AIM Structured Core Y (SCAYX)

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