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

Mutual Fund Insights: AIM Structured Core R Fund (SCRUX)

In-depth Analysis of AIM Structured Core R Fund (SCRUX)

Mutual fund chart: AIM Structured Core R Fund (SCRUX)

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See AIM Structured Core R Fund (SCRUX) performance details as of January 31, 2010

  

    Last Trade: $7.10 on 3/12/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for AIM Structured Core R Fund (SCRUX) (alpha release)

  

Fund Manager - Jeremy S. Lefkowitz

Fund Manager Tenure: 4.0 years   [Similar Funds: SCAUX  SCCUX  SCIUX  SCNUX ]
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 R Fund (SCRUX) What we like about AIM Structured Core R Fund (SCRUX)

Data for AIM Structured Core R Fund (SCRUX) as of January 31, 2010

  • AIM Structured Core R Fund (SCRUX) management has been with AIM Structured Core R Fund for 4.0 years
  • AIM Structured Core R Fund (SCRUX) has an annual stock turnover rate of 77.00% vs Large Blend average of 80.36%. It is good that AIM Structured Core R management does not trade extensively for its return.

  

What we are cautious about AIM Structured Core R Fund (SCRUX) What we are cautious about AIM Structured Core R Fund (SCRUX)

Data for AIM Structured Core R Fund (SCRUX) as of January 31, 2010

  • AIM Structured Core R 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 R Fund (SCRUX) has a less-than-ideal short-term performance (1-year return 26.73% vs 34.15% Large Blend category average)
  • AIM Structured Core R Fund (SCRUX) has a less-than-ideal mid-term performance (3-year return -9.14% vs -7.17% Large Blend category average)
  • AIM Structured Core R Fund (SCRUX) ratio of up-years vs down years can be improved
  • AIM Structured Core R Fund (SCRUX) has a Morningstar rating of 3 and below
  • AIM Structured Core R Fund (SCRUX) is less safe compared to its Large Blend peers
  • AIM Structured Core R Fund (SCRUX) does not have a good risk adjusted return as its 3-year Alpha of -1.77 is worse than category average of 0.23, and its 3-year Sharpe ratio is -0.45
  • AIM Structured Core R Fund (SCRUX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.75 that is higher than category average of 20.52
  • AIM Structured Core R Fund (SCRUX) has a higher management fee of 1.26% than its Large Blend average of 1.10%
  • Even though AIM Structured Core R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AIM Structured Core R Fund (SCRUX) performance details as of January 31, 2010

  

  

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AIM Structured Core R Fund (SCRUX) Net Asset

Track net asset change of AIM Structured Core R fund (SCRUX)

DateNet Asset
01/2010$1.34M
11/2009$110.00K
10/2009$100.00K
More historic net asset information on AIM Structured Core R Fund (SCRUX)

  

AIM Structured Core R Fund (SCRUX) Portfolio Allocation

Track portfolio allocation change of AIM Structured Core R fund (SCRUX)

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 R Fund (SCRUX)

  

Most Recent Top 10 Holdings in AIM Structured Core R Fund (SCRUX)

Discover what AIM Structured Core R Fund (SCRUX) 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 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%]

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 R Fund (SCRUX)

  

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Latest News on AIM Structured Core R (SCRUX)

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