AIM Global Small & Mid Cap Growth AAGAAX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

AIM Global Small & Mid Cap Growth isn't our first choice.

Do investors need a small/mid-cap global fund? If they do, there is certainly a limited menu of options. As of July 28, 2009, there are only 11 funds in the world-stock category with more than $100 million in assets and an average market capitalization under $5 billion. Read more

Kudos

Comparatively strong when smaller companies rally.

Expenses more reasonable than they used to be. Read more

Risks

The fund will lag when investors flee for large caps.

Will take large country or sector bets.

Fees still above average compared with global small/mid-growth peers. Read more

Strategy

This fund focuses on small- and mid-cap companies and doesn't shy away from significant sector or geographic bets. The fund's approach is centered on three central tenets--earnings, quality, and valuation. Read more

Management

In February 2008, manager Gabe Birdsall left the firm. He was responsible for the U.S. portion of this fund. He has been replaced by Paul Rasplicka of AIM Capital Development ACDAX and AIM Dynamics IDYAX. Borge Endresen and Jason Holzer, who comanage AIM European Small Company ESMAX and AIM International Small Company, continue to steer the European and Canadian parts. Read more

Inside Scoop

Management likes smaller, fast-growing firms. This fund can load up on one or two sectors, and it doesn't shy away from emerging markets. These attributes make it one of the more unusual, and more risky, world-stock options. Read more

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