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AIM Basic Balanced Y (BBLYX)

On Nov 23: 10.18 USD  Up 0.12 (1.19%)  
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AIM BASIC BALANCED FUND CLASS Y Delayed quote dataEdit
Net Asset Value: 10.18
Trade Time: Nov 23
Change: Up 0.12 (1.19%)
Prev Close: 10.18
YTD Return*: 25.87%
Net Assets*: 1.12M
Yield*: 2.85%
* As of 31-Oct-09
AIM Basic Balanced Y (BBLYX)
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 1 stars
Total Assets: 1.12M
Category: Moderate Allocation
Total Expense Ratio: 0.95%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 25.87%
5y Avg Return: -0.48%
Rank in Category (ytd): 60
% Rank in Category (ytd): 4.95%
Beta (3y): 1.46
Morningstar Risk Rating:
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 its total assets in convertible securities and up to 25% of its total assets in foreign securities. The fund may also invest in credit derivatives. The fund typically maintains a portion of its assets in cash, which is generally invested in money market funds advised by the fund's advisor.
Fund Profile


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