AIM Dynamics B
11 Greenway Plaza Suite 100 Houston TX 77046
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Phone: 800-959-4246
| Category: | Mid-Cap Growth | | Fund Family: | Invesco Aim | | Net Assets: | 37.14M | | Year-to-Date Return: | -14.06% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Mar-02 |
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Paul J. Rasplicka
Lead Manager since
16-Jul-04 | | | Rasplicka, who has been responsible for the fund since 1998 is a senior portfolio manager with AIM Advisors, his employer since 1994. Prior to joining the firm, he served as vice president and portfolio manager at INVESCO Trust Company from 1994 to 1998. Previous to that, he was with Daniel Breen Company, serving as vice president and partner. He began his investment career in 1982 as an equity research analyst with Fayez Sarofim Company. Rasplicka holds the Chartered Financial Analyst designation. |
| 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 capital growth. The fund normally invests at least 65% of assets in equity securities of mid-capitalization companies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 99.00% | | Average for Category:
| 117.59% |
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| Expense | IDYBX | Category
Avg | | Total Expense Ratio: | 1.78%
| 1.49% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 5.00%
| 2.67% | | 3 Yr Expense Projection*: |
$863 | $701 | | 5 Yr Expense Projection*: |
$1,170 | $1,080 | | 10 Yr Expense Projection*: |
$1,908 | $2,122 |
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1.49% Nasdaq 
0.27%
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