Thursday, January 22, 2009

AIM Fixed Income Fund Statistics vs. Barclays Capital US Aggregate Bond Index as of 12/31/2008


The AIM Fixed Income Fund deviates from the BarCap Aggregate Bond Index in the following ways:
  1. Longer duration than the benchmark (4.86 vs. 4.11)
  2. More US Credit exposure (33.6% vs. 16.9%)
  3. More A and AA rated bonds (24.9% vs. 14.3%)
  4. More mortgage-backed securities (36.1% vs. 29.1%)

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