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AIM Basic Balanced R (BBLRX)

On Nov 24: 10.15 USD  Down 0.02 (0.20%)  
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AIM BASIC BALANCED FD CL R Delayed quote dataEdit
Net Asset Value: 10.15
Trade Time: Nov 24
Change: Down 0.02 (0.20%)
Prev Close: 10.15
YTD Return*: 2.20%
Net Assets*: 10.94M
Yield*: 2.14%
* As of 31-Dec-07
AIM Basic Balanced R (BBLRX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 10.94M
Category: Moderate Allocation
Total Expense Ratio: 1.39%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 2.20%
5y Avg Return: N/A
Rank in Category (ytd): 816
% Rank in Category (ytd): 73.98%
Beta (3y): 0.80
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term growth of capital and current income. The fund normally invests a minimum of 30% and a maximum of 70% of assets in equity securities. It invests at least 25% and a maximum of 70% of assets in investment-grade non-convertible debt securities. The fund may also invest up to 25% of assets in foreign securities. It may hold a portion of assets in cash or cash equivalents. The management identify companies whose stock prices are undervalued and that provide the potential for attractive returns.
Fund Profile


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