Aim Investment Securities Fund Quote
| FDATX Fund | USD 25.73 0.01 0.04% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Aim Investment is trading at 25.73 as of the 30th of November 2024; that is 0.04% up since the beginning of the trading day. The fund's open price was 25.72. Aim Investment has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Aim Investment Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of March 2024 and ending today, the 30th of November 2024. Click here to learn more.
The funds Adviser exercises a flexible strategy in selecting its investments. The flexibility of the funds overall strategy derives from its use of multiple alternative investment strategies to build a portfolio that seeks total return over the long term by investing in instruments believed to have strong risk-adjusted return potential across asset classes.. More on Aim Investment Securities
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Aim Mutual Fund Highlights
| Fund Concentration | Invesco Funds, Large Value Funds, Multistrategy Funds, Multistrategy, Invesco (View all Sectors) |
| Update Date | 30th of September 2024 |
Aim Investment Securities [FDATX] is traded in USA and was established 30th of November 2024. Aim Investment is listed under Invesco category by Fama And French industry classification. The fund is listed under Multistrategy category and is part of Invesco family. This fund currently has accumulated 796.48 M in assets under management (AUM) with no minimum investment requirementsAim Investment Securities is currently producing year-to-date (YTD) return of 7.43% with the current yeild of 0.01%, while the total return for the last 3 years was 1.53%.
Check Aim Investment Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aim Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aim Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aim Investment Securities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aim Investment Securities Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| FRT | Federal Realty Investment | Stock | Real Estate | |
| GLD | SPDR Gold Shares | Etf | Commodities Focused | |
| AAPL | Apple Inc | Stock | Information Technology | |
| CB | Chubb | Stock | Financials | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| KO | The Coca Cola | Stock | Consumer Staples |
Aim Investment Securities Risk Profiles
| Mean Deviation | 0.147 | |||
| Semi Deviation | 0.0442 | |||
| Standard Deviation | 0.1855 | |||
| Variance | 0.0344 |
Aim Investment Against Markets
Other Information on Investing in Aim Mutual Fund
Aim Investment financial ratios help investors to determine whether Aim Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aim with respect to the benefits of owning Aim Investment security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |