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

Mutual Fund Insights: AIM Small Cap Equity R Fund (SMERX)

In-depth Analysis of AIM Small Cap Equity R Fund (SMERX)

Mutual fund chart: AIM Small Cap Equity R Fund (SMERX)

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See AIM Small Cap Equity R Fund (SMERX) performance details as of January 31, 2010

  

    Last Trade: $10.02 on 3/19/2010, Change: -0.11 (-1.09%)
Experiment our closing price forecasting tool for AIM Small Cap Equity R Fund (SMERX) (alpha release)

  

Fund Manager - Juliet S. Ellis

Fund Manager Tenure: 5.6 years   [Similar Funds: SMEAX  SMEBX  SMECX  SMEIX  SMEYX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Ellis is a senior portfolio manager of AIM, her employer since 2004. From 2000 to 2004, she was Managing Director and from 1993 to 2004, she was a senior portfolio manager with JPMorgan Fleming Asset Management. Ellis holds the Chartered Financial Analyst designation.  Get more insights on Juliet S. Ellis

  

What we like about AIM Small Cap Equity R Fund (SMERX) What we like about AIM Small Cap Equity R Fund (SMERX)

Data for AIM Small Cap Equity R Fund (SMERX) as of January 31, 2010

  • AIM Small Cap Equity R Fund (SMERX) management has been with AIM Small Cap Equity R Fund for 5.6 years
  • AIM Small Cap Equity R Fund (SMERX) has good mid-term performance (3-year return -6.34% vs -7.80% Small Blend category average)
  • AIM Small Cap Equity R Fund (SMERX) has good Long-term performance (5-year return 1.34% vs 0.36% Small Blend category average)
  • AIM Small Cap Equity R Fund (SMERX) ratio of up-years vs down years is greater than 2
  • AIM Small Cap Equity R Fund (SMERX) has a Morningstar rating of 4 and above
  • AIM Small Cap Equity R Fund (SMERX) has an annual stock turnover rate of 51.00% vs Small Blend average of 96.31%. It is good that AIM Small Cap Equity R management does not trade extensively for its return.
  • AIM Small Cap Equity R Fund (SMERX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.6, lower than category average of 25.24

  

What we are cautious about AIM Small Cap Equity R Fund (SMERX) What we are cautious about AIM Small Cap Equity R Fund (SMERX)

Data for AIM Small Cap Equity R Fund (SMERX) as of January 31, 2010

  • AIM Small Cap Equity R Fund (SMERX) has a less-than-ideal short-term performance (1-year return 30.54% vs 41.29% Small Blend category average)
  • AIM Small Cap Equity R Fund (SMERX) is less safe compared to its Small Blend peers
  • AIM Small Cap Equity R Fund (SMERX) has a higher management fee of 1.66% than its Small Blend average of 1.53%
  • Even though AIM Small Cap Equity R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AIM Small Cap Equity R Fund (SMERX) performance details as of January 31, 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 R Fund (SMERX) Net Asset

Track net asset change of AIM Small Cap Equity R fund (SMERX)

DateNet Asset
01/2010$52.91M
11/2009$46.52M
10/2009$46.12M
More historic net asset information on AIM Small Cap Equity R Fund (SMERX)

  

AIM Small Cap Equity R Fund (SMERX) Portfolio Allocation

Track portfolio allocation change of AIM Small Cap Equity R fund (SMERX)

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 R Fund (SMERX)

  

Most Recent Top 10 Holdings in AIM Small Cap Equity R Fund (SMERX)

Discover what AIM Small Cap Equity R Fund (SMERX) 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 R Fund (SMERX)

  

Related books and products to AIM Small Cap Equity R Fund (SMERX)

  

Latest News on AIM Small Cap Equity R (SMERX)

See what is happening with AIM Small Cap Equity R Fund (SMERX)

 

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