Monday, January 11, 2016

AIM Small Cap Equity Fund Performance and Key Statistics as of 12/31/2015

Students in the AIM program are assigned to manage an equity fund - either the International Equity or Small Cap portfolio. The following represents the performance metrics for the AIM Small Cap Equity Fund as of 12/31/2015.

Students assigned to this fund manage it from April 1 until March 31; thus these results represent the first nine months performance for the AIM Class of 2016.

The metrics and charts presented below are obtained from FactSet, which is the financial data service that is utilized within the AIM program. By clicking on a chart it is possible to see a larger individual image.

There are no comments provided below since it is the responsibility of the students in the program during the semester to provide timely written updates of the individual holdings and the overall performance of the portfolio (in this case relative to the benchmark: the Russell 2000 Index).

Note: the Small Cap Equity Fund should be close to sector neutral; however, the students are allowed to over- and underweight sub-sectors based on their macro views.

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