Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 3:46PM ET - U.S. Markets close in 14 mins.. Dow Up 1.82% Nasdaq Up 1.67%
AIM Moderately Conservative Allc Y (CAAYX)On Nov 6: 9.58  Up 0.01 (0.10%)  
MORE ON CAAYX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
AIM Moderately Conservative Allc Y
11 Greenway Plz Ste 100 Houston TX 77046
Map
Phone: 800-959-4246
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Conservative Allocation
Fund Family:Invesco Aim
Net Assets:70.00K
Year-to-Date Return:14.25%
Yield:%
Morningstar Rating:3 stars
Fund Inception Date:02-Oct-08
MORNINGSTAR STYLE BOX 
Conservative Allocation
[View Category Definition]
View Top Conservative Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
CAAYX can be purchased from 9 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseCAAYXCategory
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
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials