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Mutual Fund Insights: AIM Limited Maturity Treasury A2 Fund (SHTIX)

In-depth Analysis of AIM Limited Maturity Treasury A2 Fund (SHTIX)

Mutual fund chart: AIM Limited Maturity Treasury A2 Fund (SHTIX)

3 months
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1 year
3 year
5 year

See AIM Limited Maturity Treasury A2 Fund (SHTIX) performance details as of February 28, 2010

  

    Last Trade: $10.50 on 3/19/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Scott Case

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Scott Case has been associated with Invesco Institutional and/or its affiliates since 1997.  Get more insights on Scott Case

  

What we like about AIM Limited Maturity Treasury A2 Fund (SHTIX) What we like about AIM Limited Maturity Treasury A2 Fund (SHTIX)

Data for AIM Limited Maturity Treasury A2 Fund (SHTIX) as of February 28, 2010

  • AIM Limited Maturity Treasury A2 Fund (SHTIX) ratio of up-years vs down years is greater than 2
  • AIM Limited Maturity Treasury A2 Fund (SHTIX) has an annual stock turnover rate of 157.00% vs Short Government average of 172.47%. It is good that AIM Limited Maturity Treasury A2 management does not trade extensively for its return.
  • AIM Limited Maturity Treasury A2 Fund (SHTIX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.67, lower than category average of 2.31
  • AIM Limited Maturity Treasury A2 Fund (SHTIX) has a lower management fee than its Short Government average: 0.62% vs 0.88%

  

What we are cautious about AIM Limited Maturity Treasury A2 Fund (SHTIX) What we are cautious about AIM Limited Maturity Treasury A2 Fund (SHTIX)

Data for AIM Limited Maturity Treasury A2 Fund (SHTIX) as of February 28, 2010

  • AIM Limited Maturity Treasury A2 Fund (SHTIX) management has been with AIM Limited Maturity Treasury A2 Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Limited Maturity Treasury A2 Fund is a focused fund with 40.20% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Limited Maturity Treasury A2 Fund (SHTIX) has a less-than-ideal short-term performance (1-year return 1.09% vs 4.37 % Short Government category average)
  • AIM Limited Maturity Treasury A2 Fund (SHTIX) has a less-than-ideal mid-term performance (3-year return 3.82% vs 4.65 % Short Government category average)
  • AIM Limited Maturity Treasury A2 Fund (SHTIX) has a less-than-ideal Long-term performance (5-year return 3.41% vs 4.02 % Short Government category average)
  • AIM Limited Maturity Treasury A2 Fund (SHTIX) has a Morningstar rating of 3 and below
  • AIM Limited Maturity Treasury A2 Fund (SHTIX) carries a 2.5% load
See AIM Limited Maturity Treasury A2 Fund (SHTIX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Short Government category?

Below are some additional Short Government mutual funds generated out of our database

  

AIM Limited Maturity Treasury A2 Fund (SHTIX) Net Asset

Track net asset change of AIM Limited Maturity Treasury A2 fund (SHTIX)

DateNet Asset
02/2010$212.99M
01/2010$86.88M
11/2009$90.02M
More historic net asset information on AIM Limited Maturity Treasury A2 Fund (SHTIX)

  

AIM Limited Maturity Treasury A2 Fund (SHTIX) Portfolio Allocation

Track portfolio allocation change of AIM Limited Maturity Treasury A2 fund (SHTIX)

DateCashStockBondOther
09/200916.47%0%83.53%0%
06/20090%0%100%0%
03/20090%0%100%0%
Click here to see more historic asset allocation information on AIM Limited Maturity Treasury A2 Fund (SHTIX)

  

Most Recent Top 10 Holdings in AIM Limited Maturity Treasury A2 Fund (SHTIX)

Discover what AIM Limited Maturity Treasury A2 Fund (SHTIX) manager is buying

30-Sep-09
US Treasury Note 0.875% [8.4%]
US TREASURY NOTE [8.39%]
US Treasury Note [8.37%]
US Treasury Note 0.875% [8.36%]
US TREASURY NOTE [8.35%]
US Treasury Note 0.875% [8.34%]
US Treasury Note [8.31%]
US TREASURY NOTE [8.31%]
US Treasury Note 87.5% [8.3%]
US TREASURY NOTE [8.3%]

30-Jun-09
US Treasury Note 0.875% [8.4%]
US TREASURY NOTE [8.39%]
US Treasury Note [8.37%]
US Treasury Note 0.875% [8.36%]
US TREASURY NOTE [8.35%]
US Treasury Note 0.875% [8.34%]
US Treasury Note [8.31%]
US TREASURY NOTE [8.31%]
US Treasury Note 87.5% [8.3%]
US TREASURY NOTE [8.3%]

31-Mar-09
US Treasury Note 0.875% [8.55%]
US Treasury Note [8.51%]
US TREASURY NOTE [8.51%]
US TREASURY NOTE [8.47%]
US Treasury Note [8.44%]
US TREASURY NOTE [8.33%]
US Treasury Note [8.29%]
US TREASURY NOTE [8.2%]
US TREASURY NOTE [8.19%]
US TREASURY NOTE [8.16%]
Click here for Stock Holding Change Map in AIM Limited Maturity Treasury A2 Fund (SHTIX)

  

Related books and products to AIM Limited Maturity Treasury A2 Fund (SHTIX)

  

Latest News on AIM Limited Maturity Treasury A2 (SHTIX)

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