Morningstar Rating

Fund Research and Analysis

by Jonathan Rahbar
We're still waiting for AIM Technology to prove its worth.

Portfolio manager Warren Tennant took the reins at this fund in February 2008. Prior to that time, several years of manager turnover left shareholders with very few reasons to stick around.  Read more 

Kudos

New management is making promising changes to the fund's strategy.
The fund's advisor Invesco AIM has been building out its technology analyst bench. Read more 

Risks

Manager turnover has been an issue in recent years.
This is management's first lead portfolio-management role.
No-load investor shares are pricey in relative and absolute terms. Read more 

Strategy

New management has scrapped the fund's former, momentum-oriented approach. Instead, it leans on bottom-up, fundamental research to identify stocks with sustainable growth advantages, strong cash flows, and attractive valuations.  Read more 

Management

This fund has seen four different managers since 2006. Most recently, lead manager Warren Tennant took the reins from interim manager Lanny Sachnowitz in February 2008. Prior to stepping into the manager role, Tennant served as an analyst on several AIM funds since joining the firm in 2000.  Read more 

Inside Scoop

After a number of manager changes in recent years, this fund appears to be on more solid ground under its current management. A change in strategy and improved analyst support are marked improvements, but we'd still look to more-proven options.  Read more 

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