AIM Dynamics InvFIDYX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

AIM Dynamics is a good choice.

This fund is having a so-so year thus far in 2009. Growth funds have just started their long journey to recoup 2008's tough losses, and this fund has gained 10% for the year to date through June 16, which lands it right near the middle of the pack compared with its mid-cap growth peers. Read more

Kudos

Management's valuation-consciousness and diffuse portfolio should help rein in volatility relative to other mid-growth funds.

Lead manager Rasplicka has displayed strong stock-picking at his other charge, AIM Capital Development.

Huge tax-loss carryforwards, most of which don't expire until 2011. Read more

Risks

The fund may lag in more-speculative growth rallies because of management's attention to valuation. Read more

Strategy

This fund looks for stocks with earnings momentum and growth, as do many of its peers, but it also uses other tricks to find stocks. It boasts a smattering of value names, some of which have been beaten down, as well as a good chunk of core stocks. Read more

Management

The Houston-based AIM mid-cap growth/growth-at-a-reasonable-price team has been in charge since mid-2004. Paul Rasplicka leads the team that manages both this fund and AIM Capital Development. Comanager Karl Farmer recently left Invesco Aim. The fund's consumer discretionary analyst Brent Lium has replaced him. Read more

Inside Scoop

This fund's management team favors stocks with earnings momentum but also uses other tactics. It often buys fallen angels or turnaround stories. Lead manager Paul Rasplicka tries to keep the portfolio diversified across sectors and individual stocks. Read more

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