Wednesday, January 4, 2017

AIM Small Cap Fund - 2016 Performance

AIM Small Cap Equity Fund returned 16.6% in 2016

Marquette AIM students manage three funds. The oldest and larges is the AIM Small Cap Equity Fund - which posted a total return of 16.56% for the 2016 calendar year. The primary benchmark is the Russell 2000 Index, while the secondary benchmark is the Russell 2000 Growth Index.

As the table below shows, the AIM Small Cap Fund underperformed the primary benchmark, but exceeded the secondary benchmark. Additional risk-adjusted performance measures will be posted within the next week which will show strong risk-return performance for the fund.

(Click on the graphics to enlarge).

AIM Small Cap Fund Performance as of 12/31/2016

Largest Holdings as of 12/31/2016

The AIM Small Cap Fund is sector neutral and has a growth tilt.

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