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

Mutual Fund Insights: AIM Core Bond Y Fund (TBRYX)

In-depth Analysis of AIM Core Bond Y Fund (TBRYX)

Mutual fund chart: AIM Core Bond Y Fund (TBRYX)

3 months
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1 year
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See AIM Core Bond Y Fund (TBRYX) performance details as of January 31, 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  TBRDX  TBRIX  TBRRX ]
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 Core Bond Y Fund (TBRYX) What we like about AIM Core Bond Y Fund (TBRYX)

Data for AIM Core Bond Y Fund (TBRYX) as of January 31, 2010

  • AIM Core Bond Y Fund (TBRYX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • AIM Core Bond Y Fund (TBRYX) ratio of up-years vs down years is greater than 2
  • AIM Core Bond Y Fund (TBRYX) has an annual stock turnover rate of 133.00% vs Intermediate-Term Bond average of 231.70%. It is good that AIM Core Bond Y management does not trade extensively for its return.
  • AIM Core Bond Y Fund (TBRYX) has a lower management fee than its Intermediate-Term Bond average: 0.56% vs 0.95%
  • AIM Core Bond Y Fund (TBRYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AIM Core Bond Y Fund (TBRYX) What we are cautious about AIM Core Bond Y Fund (TBRYX)

Data for AIM Core Bond Y Fund (TBRYX) as of January 31, 2010

  • AIM Core Bond Y Fund (TBRYX) management has been with AIM Core Bond Y Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • AIM Core Bond Y Fund is a focused fund with 41.95% 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 Y Fund (TBRYX) has a less-than-ideal short-term performance (1-year return 11.92% vs 15.89% Intermediate-Term Bond category average)
  • AIM Core Bond Y Fund (TBRYX) has a less-than-ideal mid-term performance (3-year return 1.41% vs 5.02% Intermediate-Term Bond category average)
  • AIM Core Bond Y Fund (TBRYX) has a less-than-ideal Long-term performance (5-year return 2.10% vs 4.10% Intermediate-Term Bond category average)
  • AIM Core Bond Y Fund (TBRYX) has a Morningstar rating of 3 and below
  • AIM Core Bond Y Fund (TBRYX) does not have a good risk adjusted return as its 3-year Alpha of -5.14 is worse than category average of -1.42, and its 3-year Sharpe ratio is -0.06
  • AIM Core Bond Y Fund (TBRYX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.25 that is higher than category average of 6.05
See AIM Core Bond Y Fund (TBRYX) performance details as of January 31, 2010

  

  

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AIM Core Bond Y Fund (TBRYX) Net Asset

Track net asset change of AIM Core Bond Y fund (TBRYX)

DateNet Asset
01/2010$830.00K
11/2009$920.00K
10/2009$900.00K
More historic net asset information on AIM Core Bond Y Fund (TBRYX)

  

AIM Core Bond Y Fund (TBRYX) Portfolio Allocation

Track portfolio allocation change of AIM Core Bond Y fund (TBRYX)

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 Y Fund (TBRYX)

  

Most Recent Top 10 Holdings in AIM Core Bond Y Fund (TBRYX)

Discover what AIM Core Bond Y Fund (TBRYX) 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 Y Fund (TBRYX)

  

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Latest News on AIM Core Bond Y (TBRYX)

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