Mutual Fund Insights: AIM Independence 2050 C Fund (TNECX)

In-depth Analysis of AIM Independence 2050 C Fund (TNECX)

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See AIM Independence 2050 C Fund (TNECX) performance details as of February 28, 2010

  

Last Trade: $7.15 on 3/19/2010, Change: -0.03 (-0.42%)

  

Fund Manager - Chris W. Devine

Fund Manager Tenure: 0.6 years   [Similar Funds: TNEAX  TNEBX  TNEIX  TNERX  TNEYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Devine has been responsible for the fund since its inception and has been associated with Invesco Institutional and/or its affiliates since 1999.  Get more insights on Chris W. Devine

  

 What we like about AIM Independence 2050 C Fund (TNECX)

Data for AIM Independence 2050 C Fund (TNECX) as of February 28, 2010

• AIM Independence 2050 C Fund (TNECX) has good mid-term performance (3-year return -7.27% vs -5.77 % Target Date 2050+ category average)
• AIM Independence 2050 C Fund (TNECX) has an annual stock turnover rate of 27.00% vs Target Date 2050+ average of 37.90%. It is good that AIM Independence 2050 C management does not trade extensively for its return.

  

 What we are cautious about AIM Independence 2050 C Fund (TNECX)

Data for AIM Independence 2050 C Fund (TNECX) as of February 28, 2010

• AIM Independence 2050 C Fund (TNECX) management has been with AIM Independence 2050 C Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
• AIM Independence 2050 C Fund (TNECX) has a less-than-ideal short-term performance (1-year return 54.40% vs 55.14 % Target Date 2050+ category average)
• AIM Independence 2050 C Fund (TNECX) ratio of up-years vs down years can be improved
• AIM Independence 2050 C Fund (TNECX) has a Morningstar rating of 3 and below
• AIM Independence 2050 C Fund (TNECX) does not have a good risk adjusted return as its 3-year Alpha of -6.84 is worse than category average of -5.46, and its 3-year Sharpe ratio is -0.31
• AIM Independence 2050 C Fund (TNECX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.04 that is higher than category average of 20.96
• AIM Independence 2050 C Fund (TNECX) has a higher management fee of 1.17% than its Target Date 2050+ average of 0.62%
• AIM Independence 2050 C Fund (TNECX) carries a 1% load

See AIM Independence 2050 C Fund (TNECX) performance details as of February 28, 2010

  

  

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AIM Independence 2050 C Fund (TNECX) Net Asset

Track net asset change of AIM Independence 2050 C fund (TNECX)

Date	Net Asset
02/2010	$4.51M
01/2010	$500.00K
11/2009	$520.00K

More historic net asset information on AIM Independence 2050 C Fund (TNECX)

  

AIM Independence 2050 C Fund (TNECX) Portfolio Allocation

Track portfolio allocation change of AIM Independence 2050 C fund (TNECX)

Date	Cash	Stock	Bond	Other
09/2009	2.93%	92.01%	4.67%	0.4%
06/2009	4.66%	90.16%	4.82%	0.38%
03/2009	3.74%	90.73%	5.26%	0.27%

Click here to see more historic asset allocation information on AIM Independence 2050 C Fund (TNECX)

  

Most Recent Top 10 Holdings in AIM Independence 2050 C Fund (TNECX)

Discover what AIM Independence 2050 C Fund (TNECX) manager is buying

30-Sep-09 PowerShares FTSE RAFI US 1000 [11.6%] AIM Diversified Dividend Instl [7.78%] PowerShares FTSE RAFI US 1500 Small-Mid [7.7%] AIM International Growth I [6.55%] PowerShares Dynamic Small Cap Growth [5.96%] PowerShares FTSE RAFI Dev Mkts ex-US [5.83%] PowerShares Dynamic Small Cap Value [5.68%] PowerShares FTSE RAFI Dev Mkts ex-US S/M [5.45%] AIM Global Real Estate Instl [5.07%] AIM High Yield Inst [5.07%]

30-Jun-09 PowerShares FTSE RAFI US 1000 [11.6%] AIM Diversified Dividend Instl [7.78%] PowerShares FTSE RAFI US 1500 Small-Mid [7.7%] AIM International Growth I [6.55%] PowerShares Dynamic Small Cap Growth [5.96%] PowerShares FTSE RAFI Dev Mkts ex-US [5.83%] PowerShares Dynamic Small Cap Value [5.68%] PowerShares FTSE RAFI Dev Mkts ex-US S/M [5.45%] AIM Global Real Estate Instl [5.07%] AIM High Yield Inst [5.07%]

31-Mar-09 PowerShares FTSE RAFI US 1000 [11.26%] AIM Diversified Dividend Instl [8.41%] PowerShares FTSE RAFI US 1500 Small-Mid [7.06%] AIM International Growth I [6.74%] PowerShares Dynamic Small Cap Growth [6.43%] AIM High Yield Inst [6.09%] PowerShares Dynamic Small Cap Value [5.97%] PowerShares Dynamic Large Cap Value [5.35%] PowerShares FTSE RAFI Dvlpd Mkts ex-US [5.29%] PowerShares Dynamic Large Cap Growth [5.14%]

Click here for Stock Holding Change Map in AIM Independence 2050 C Fund (TNECX)

  

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Latest News on AIM Independence 2050 C (TNECX)

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See more information on AIM Independence 2050 C Fund (TNECX)

• AIM Independence 2050 C Fund Insights
• AIM Independence 2050 C Fund Performance Data
• AIM Independence 2050 C Fund News
• AIM Independence 2050 C Fund Score Explaination
• AIM Independence 2050 C Fund Manager Information
• Historic AIM Independence 2050 C Fund Asset Allocation Report
• Historic AIM Independence 2050 C Fund Top 10 Holding Tracking
• Historic AIM Independence 2050 C Fund Asset Under Management Tracking