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

Mutual Fund Insights: AIM Short Term Bond A Fund (STBAX)

In-depth Analysis of AIM Short Term Bond A Fund (STBAX)

Mutual fund chart: AIM Short Term Bond A Fund (STBAX)

3 months
6 months
1 year
3 year
5 year

See AIM Short Term Bond A Fund (STBAX) performance details as of January 31, 2010

  

    Last Trade: $8.68 on 3/12/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Chuck Burge

Fund Manager Tenure: 1.2 years   [Similar Funds: STBCX  STBRX  STBYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Burge is a senior portfolio manager, who has been responsible for the fund since 2007 and has been associated with the Invesco Institutional (n.a.), Inc. and/or its affiliates since 2002.  Get more insights on Chuck Burge

  

What we like about AIM Short Term Bond A Fund (STBAX) What we like about AIM Short Term Bond A Fund (STBAX)

Data for AIM Short Term Bond A Fund (STBAX) as of January 31, 2010

  • AIM Short Term Bond A Fund (STBAX) ratio of up-years vs down years is greater than 2
  • AIM Short Term Bond A Fund (STBAX) has a lower management fee than its Short-Term Bond average: 0.67% vs 0.92%

  

What we are cautious about AIM Short Term Bond A Fund (STBAX) What we are cautious about AIM Short Term Bond A Fund (STBAX)

Data for AIM Short Term Bond A Fund (STBAX) as of January 31, 2010

  • AIM Short Term Bond A Fund (STBAX) management has been with AIM Short Term Bond A Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Short Term Bond A Fund is a focused fund with 77.51% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Short Term Bond A Fund (STBAX) has a less-than-ideal short-term performance (1-year return 7.15% vs 9.51% Short-Term Bond category average)
  • AIM Short Term Bond A Fund (STBAX) has a less-than-ideal mid-term performance (3-year return 1.38% vs 3.73% Short-Term Bond category average)
  • AIM Short Term Bond A Fund (STBAX) has a less-than-ideal Long-term performance (5-year return 2.18% vs 3.49% Short-Term Bond category average)
  • AIM Short Term Bond A Fund (STBAX) has a Morningstar rating of 3 and below
  • AIM Short Term Bond A Fund (STBAX) has an annual stock turnover rate of 123.00% that is higher than the Short-Term Bond average of 109.82%. This could mean AIM Short Term Bond A is more nimble, but also signal potential high tax impact and high trading fees
  • AIM Short Term Bond A Fund (STBAX) does not have a good risk adjusted return as its 3-year Alpha of -2.43 is worse than category average of 0.12, and its 3-year Sharpe ratio is -0.13
  • AIM Short Term Bond A Fund (STBAX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.95 that is higher than category average of 3.36
  • AIM Short Term Bond A Fund (STBAX) carries a 2.5% load
See AIM Short Term Bond A Fund (STBAX) performance details as of January 31, 2010

  

  

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AIM Short Term Bond A Fund (STBAX) Net Asset

Track net asset change of AIM Short Term Bond A fund (STBAX)

DateNet Asset
01/2010$76.76M
11/2009$71.38M
10/2009$63.36M
More historic net asset information on AIM Short Term Bond A Fund (STBAX)

  

AIM Short Term Bond A Fund (STBAX) Portfolio Allocation

Track portfolio allocation change of AIM Short Term Bond A fund (STBAX)

DateCashStockBondOther
09/200912.55%0%86.2%1.24%
06/200912.99%0%85.27%1.74%
03/200919.16%0.97%77.27%2.6%
Click here to see more historic asset allocation information on AIM Short Term Bond A Fund (STBAX)

  

Most Recent Top 10 Holdings in AIM Short Term Bond A Fund (STBAX)

Discover what AIM Short Term Bond A Fund (STBAX) manager is buying

30-Sep-09
US Treasury Bond (Fut) [17.47%]
US Treasury Note (Fut) [10.64%]
US Treasury Note 1.5% [4.8%]
US Treasury Note 1.375% [4.54%]
Aim Treasurers Ser Tr [4.15%]
AIM STIT Liquid Assets Inst [4.15%]
Pitney Bowes Intl Hldgs Pfd [2.04%]
Amer Finl Grp Inc. 9.875% [2.02%]
FHLMC [1.85%]
FNMA [1.81%]

30-Jun-09
US Treasury Bond (Fut) [17.47%]
US Treasury Note (Fut) [10.64%]
US Treasury Note 1.5% [4.8%]
US Treasury Note 1.375% [4.54%]
AIM STIT Liquid Assets Inst [4.15%]
Aim Treasurers Ser Tr [4.15%]
Pitney Bowes Intl Hldgs Pfd [2.04%]
Amer Finl Grp Inc. 9.875% [2.02%]
FHLMC [1.85%]
FNMA [1.81%]

31-Mar-09
US Treasury Note [3.93%]
Pitney Bowes Intl Hldgs Pfd [1.75%]
FHLMC [1.61%]
FNMA [1.59%]
Chevron 3.45% [1.44%]
United Mexican Sts Medium Term Nts Book [1.35%]
FHLMC 6% [1.3%]
FNMA 7% [1.19%]
SILICON VY BK CALIF [1.14%]
Western Finl Bk Irvine Calif 9.625% [1.12%]
Click here for Stock Holding Change Map in AIM Short Term Bond A Fund (STBAX)

  

Related books and products to AIM Short Term Bond A Fund (STBAX)

  

Latest News on AIM Short Term Bond A (STBAX)

See what is happening with AIM Short Term Bond A Fund (STBAX)

 

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