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

Mutual Fund Insights: AIM Core Bond B Fund (TBRDX)

In-depth Analysis of AIM Core Bond B Fund (TBRDX)

Mutual fund chart: AIM Core Bond B Fund (TBRDX)

3 months
6 months
1 year
3 year
5 year

See AIM Core Bond B Fund (TBRDX) performance details as of February 28, 2010

  

    Last Trade: $8.88 on 3/19/2010, Change: -0.01 (-0.11%)

  

Fund ManagerFund Manager - Chuck Burge

Fund Manager Tenure: 1.2 years   [Similar Funds: TBRAX  TBRCX  TBRIX  TBRRX  TBRYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Chuck Burge, Senior Portfolio Manager, who has been responsible for the fund since 2009 and has been associated with Invesco Institutional and/or its affiliates since 2002.  Get more insights on Chuck Burge

  

What we like about AIM Core Bond B Fund (TBRDX) What we like about AIM Core Bond B Fund (TBRDX)

Data for AIM Core Bond B Fund (TBRDX) as of February 28, 2010

  • AIM Core Bond B Fund (TBRDX) ratio of up-years vs down years is greater than 2
  • AIM Core Bond B Fund (TBRDX) has an annual stock turnover rate of 133.00% vs Intermediate-Term Bond average of 198.44%. It is good that AIM Core Bond B management does not trade extensively for its return.

  

What we are cautious about AIM Core Bond B Fund (TBRDX) What we are cautious about AIM Core Bond B Fund (TBRDX)

Data for AIM Core Bond B Fund (TBRDX) as of February 28, 2010

  • AIM Core Bond B Fund (TBRDX) management has been with AIM Core Bond B Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Core Bond B Fund is a focused fund with 35.98% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • AIM Core Bond B Fund (TBRDX) has a less-than-ideal short-term performance (1-year return 12.27% vs 17.84 % Intermediate-Term Bond category average)
  • AIM Core Bond B Fund (TBRDX) has a less-than-ideal mid-term performance (3-year return 0.03% vs 4.66 % Intermediate-Term Bond category average)
  • AIM Core Bond B Fund (TBRDX) has a less-than-ideal Long-term performance (5-year return 1.39% vs 4.27 % Intermediate-Term Bond category average)
  • AIM Core Bond B Fund (TBRDX) has a Morningstar rating of 3 and below
  • AIM Core Bond B Fund (TBRDX) does not have a good risk adjusted return as its 3-year Alpha of -6.01 is worse than category average of -1.36, and its 3-year Sharpe ratio is -0.26
  • AIM Core Bond B Fund (TBRDX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.14 that is higher than category average of 5.99
  • AIM Core Bond B Fund (TBRDX) has a higher management fee of 1.66% than its Intermediate-Term Bond average of 0.95%
  • AIM Core Bond B Fund (TBRDX) carries a 5% load
See AIM Core Bond B Fund (TBRDX) performance details as of February 28, 2010

  

  

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Below are some additional Intermediate-Term Bond mutual funds generated out of our database

  

AIM Core Bond B Fund (TBRDX) Net Asset

Track net asset change of AIM Core Bond B fund (TBRDX)

DateNet Asset
02/2010$323.40M
01/2010$19.88M
11/2009$20.46M
More historic net asset information on AIM Core Bond B Fund (TBRDX)

  

AIM Core Bond B Fund (TBRDX) Portfolio Allocation

Track portfolio allocation change of AIM Core Bond B fund (TBRDX)

DateCashStockBondOther
09/20096.9%0%91.48%1.62%
06/20096.48%0%91.77%1.75%
03/200910.66%0%87.01%2.33%
Click here to see more historic asset allocation information on AIM Core Bond B Fund (TBRDX)

  

Most Recent Top 10 Holdings in AIM Core Bond B Fund (TBRDX)

Discover what AIM Core Bond B Fund (TBRDX) manager is buying

30-Sep-09
US Treasury Bond (Fut) [11.22%]
FHLMC 5.5% [6.28%]
FNMA [4.66%]
FHLMC [4.25%]
FNMA [3.71%]
FNMA [2.73%]
US Treasury Note (Fut) [2.7%]
FNMA [2.61%]
Fh Gold Tba 4.5% [2.47%]
US Treasury Note 2.25% [2.44%]

30-Jun-09
US Treasury Bond (Fut) [11.22%]
FHLMC 5.5% [6.28%]
FNMA [4.66%]
FHLMC [4.25%]
FNMA [3.71%]
FNMA [2.73%]
US Treasury Note (Fut) [2.7%]
FNMA [2.61%]
Fh Gold Tba 4.5% [2.47%]
US Treasury Note 2.25% [2.44%]

31-Mar-09
FHLMC 5.5% [5.85%]
FNMA [3.93%]
FHLMC [3.19%]
US Treasury Note [2.91%]
FNMA [2.75%]
FNMA [2.2%]
FNMA 6% [2.16%]
Pitney Bowes Intl Hldgs Pfd [1.82%]
FHLMC 6% [1.76%]
FNMA [1.73%]
Click here for Stock Holding Change Map in AIM Core Bond B Fund (TBRDX)

  

Related books and products to AIM Core Bond B Fund (TBRDX)

  

Latest News on AIM Core Bond B (TBRDX)

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