AIM Moderately Conservative Allc Y
11 Greenway Plz Ste 100 Houston TX 77046
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Phone: 800-959-4246
| Category: | Conservative Allocation | | Fund Family: | Invesco Aim | | Net Assets: | 70.00K | | Year-to-Date Return: | 14.25% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-08 |
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Gary K Wendler
Lead Manager since
31-Oct-05 | | | Wendler is a portfolio manager and the director of Research and Product Development of AIM Advisors with which he has been associated since 1995. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth. The fund is a "fund of funds," and invests its assets in other underlying mutual funds. The fund seeks to meet its objective by building a portfolio of mutual fund investments that has a lower level of risk than the S&P 500 Index. The fund's target allocation is to invest 60% of its total assets in underlying funds that invest primarily in fixed-income securities and 40% of its total assets in underlying funds that invest primarily in equity securities. |
| Last Dividend
(16-Dec-08):
| 0.40 | | Last Cap Gain
(16-Dec-08):
| 0.11 | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 63.20% |
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| Expense | CAAYX | Category
Avg | | Total Expense Ratio: | 0.83%
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 317 | $637 | | 5 Yr Expense Projection*: |
$ 567 | $977 | | 10 Yr Expense Projection*: |
$ 1,284 | $1,926 |
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1.82% Nasdaq 
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