Saturday, April 29, 2017

Marquette's AIM Small Cap Equity Fund Holdings and Performance as of 4/30/2017

AIM Small Cap Equity Fund Holdings and Performance as of 4/30/2017

April 2017 is the first month that the AIM students in the Class of 2018 were responsible for managing the three AIM Funds. The Small Cap Fund posted a return of 1.14% which was slightly better than the benchmark (Russell 2000 Index). During the month of April there were four sets of presentations which began to change the makeup of the Small Cap portfolio.

This past week’s equity write-ups can be found at:  AIM Equity Write-Up 04/28/17
and every AIM write-up since the inception of the program in 2005 is archived here). 

More changes will be made to the funds before the end of the semester with at least two more ballots submitted to the AIM students for their approval. As the student are learning, small cap stocks can have some rather surprising moves over the short-term. There were some rather dramatic movers (up and down) during the month - these are listed below.



The following table displays the current AIM Small Cap Fund holdings as of 4/30/2017. The fund retains a sector neutral posture and the students employ traditional bottom-up fundamental analysis in selecting the holdings.





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