Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: AIM Small Cap Equity A Fund (SMEAX)

In-depth Analysis of AIM Small Cap Equity A Fund (SMEAX)

Mutual fund chart: AIM Small Cap Equity A Fund (SMEAX)

3 months
6 months
1 year
3 year
5 year

See AIM Small Cap Equity A Fund (SMEAX) performance details as of February 28, 2010

  

    Last Trade: $10.26 on 3/19/2010, Change: -0.10 (-0.97%)
Experiment our closing price forecasting tool for AIM Small Cap Equity A Fund (SMEAX) (alpha release)

  

Fund Manager - Juan S. Hartsfield

Fund Manager Tenure: 3.2 years   [Similar Funds: SMEBX  SMECX  SMEIX  SMERX  SMEYX ]
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Juan S. Hartsfield is a portfolio manager at AIM Advisors which Juan S. Hartsfield joined in 2004. Prior to joining the firm, Juan S. Hartsfield was a co-portfolio manager with JPMorgan Fleming Asset Management from 2000 to 2004. Juan S. Hartsfield holds the chartered financial analyst designation.  Get more insights on Juan S. Hartsfield

  

What we like about AIM Small Cap Equity A Fund (SMEAX) What we like about AIM Small Cap Equity A Fund (SMEAX)

Data for AIM Small Cap Equity A Fund (SMEAX) as of February 28, 2010

  • AIM Small Cap Equity A Fund (SMEAX) management has been with AIM Small Cap Equity A Fund for 3.2 years
  • AIM Small Cap Equity A Fund (SMEAX) has good Long-term performance (5-year return 1.84% vs 0.83 % Small Blend category average)
  • AIM Small Cap Equity A Fund (SMEAX) ratio of up-years vs down years is greater than 2
  • AIM Small Cap Equity A Fund (SMEAX) has an annual stock turnover rate of 51.00% vs Small Blend average of 97.63%. It is good that AIM Small Cap Equity A management does not trade extensively for its return.
  • AIM Small Cap Equity A Fund (SMEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.8, lower than category average of 25.44
  • AIM Small Cap Equity A Fund (SMEAX) has a lower management fee than its Small Blend average: 1.41% vs 1.53%

  

What we are cautious about AIM Small Cap Equity A Fund (SMEAX) What we are cautious about AIM Small Cap Equity A Fund (SMEAX)

Data for AIM Small Cap Equity A Fund (SMEAX) as of February 28, 2010

  • AIM Small Cap Equity A Fund (SMEAX) has a less-than-ideal short-term performance (1-year return 52.86% vs 67.42 % Small Blend category average)
  • AIM Small Cap Equity A Fund (SMEAX) has a less-than-ideal mid-term performance (3-year return -4.95% vs -6.15 % Small Blend category average)
  • AIM Small Cap Equity A Fund (SMEAX) has a Morningstar rating of 3 and below
  • AIM Small Cap Equity A Fund (SMEAX) is less safe compared to its Small Blend peers
  • AIM Small Cap Equity A Fund (SMEAX) carries a 5.5% load
See AIM Small Cap Equity A Fund (SMEAX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Small Blend category?

Below are some additional Small Blend mutual funds generated out of our database

  

AIM Small Cap Equity A Fund (SMEAX) Net Asset

Track net asset change of AIM Small Cap Equity A fund (SMEAX)

DateNet Asset
02/2010$462.98M
01/2010$266.05M
11/2009$254.59M
More historic net asset information on AIM Small Cap Equity A Fund (SMEAX)

  

AIM Small Cap Equity A Fund (SMEAX) Portfolio Allocation

Track portfolio allocation change of AIM Small Cap Equity A fund (SMEAX)

DateCashStockBondOther
09/20090.84%99.16%0%0%
06/20092.12%97.88%0%0%
03/20091.87%98.13%0%0%
Click here to see more historic asset allocation information on AIM Small Cap Equity A Fund (SMEAX)

  

Most Recent Top 10 Holdings in AIM Small Cap Equity A Fund (SMEAX)

Discover what AIM Small Cap Equity A Fund (SMEAX) manager is buying

30-Sep-09
Ariba, Inc. [1.6%]
Semtech Corporation [1.59%]
Arris Group Inc [1.52%]
Open Text Corporation [1.41%]
Synaptics Incorporated [1.38%]
C A C I INTL CL A [1.33%]
KBW INC [1.32%]
VIVUS, Inc. [1.32%]
CyberSource Corporation [1.3%]
Old Dominion Freight Line, Inc. [1.28%]

30-Jun-09
Ariba, Inc. [1.6%]
Semtech Corporation [1.59%]
Arris Group Inc [1.52%]
Open Text Corporation [1.41%]
Synaptics Incorporated [1.38%]
C A C I INTL CL A [1.33%]
KBW INC [1.32%]
VIVUS, Inc. [1.32%]
CyberSource Corporation [1.3%]
Old Dominion Freight Line, Inc. [1.28%]

31-Mar-09
Citi Trends, Inc. [2.14%]
Ariba, Inc. [1.72%]
Marten Transport, Ltd. [1.68%]
Semtech Corporation [1.63%]
Open Text Corporation [1.62%]
CyberSource Corporation [1.53%]
KBW INC [1.52%]
INVACARE CORP [1.42%]
C A C I INTL CL A [1.38%]
A B M INDUSTRIES INC [1.38%]
Click here for Stock Holding Change Map in AIM Small Cap Equity A Fund (SMEAX)

  

Related books and products to AIM Small Cap Equity A Fund (SMEAX)

  

Latest News on AIM Small Cap Equity A (SMEAX)

See what is happening with AIM Small Cap Equity A Fund (SMEAX)

 

Books and Resources

 

 

See more information on AIM Small Cap Equity A Fund (SMEAX)