AIM Conservative Allocation R
AIM Advisers 11 Greenway Plaza Suite 1000 Houston, TX 77046-1173
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Phone: 800-246-5463
| Category: | Conservative Allocation | | Fund Family: | Invesco Aim | | Net Assets: | 4.80M | | Year-to-Date Return: | -2.47% | | Yield: | 3.59% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-04 |
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Gary K Wendler
Lead Manager since
29-Apr-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: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth. The fund seeks to meets its objective by investing, normally, atleast 80% of its assets in equity securities of domestic and foreign issuers. It builds a portfolio of investments that have a higher level of risk than the S&P 500 index.The fund may invest up to 20% of its total assets in securities of companies located in developing countries.The fund may also invest up to 20% of its net assets in debt securities of U.S. and foreign issuers. It may also invest in derivative instruments such as futures contracts and equity linked derivatives. |
| Last Dividend
(18-Dec-07):
| 0.38 | | Last Cap Gain
(18-Dec-07):
| 0.19 | | Annual Holdings Turnover
| 22.00% | | Average for Category:
| 60.08% |
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| Expense | ACNRX | Category
Avg | | Total Expense Ratio: | 0.74%
| 0.98% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.94% | | Max Deferred Sales Load: | 0.00%
| 2.78% | | 3 Yr Expense Projection*: |
$465 | $717 | | 5 Yr Expense Projection*: |
$814 | $1,107 | | 10 Yr Expense Projection*: |
$1,799 | $2,144 |
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1.47% Nasdaq 
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