Tuesday, August 1, 2017

Class of 2018 AIM Fund Performance as of 7/31/2017

Marquette AIM Class of 2018 Off to Solid Start

The AIM students in the Class of 2018 are off to a nice start since they began managing the three portfolios on April 1, 2017. The Small Cap Fund is nearly 300 bps above the benchmarks and the International Equity Fund is matching the S&P ADR Index (it is underperforming largely because of the weaker US Dollar). The AIM Fixed Income Fund is lagging the benchmark as rates have not risen at the level expected by the students.

AIM Funds 4/1/2017 -
Class of 2018 7/31/2017
AIM Small Cap Fund 6.12
Benchmark: Russell 2000 Index 3.22
Benchmark: S&P US Small Cap Index 3.25
AIM International Fund 7.62
Benchmark: Russell Global xUS Index 9.62
Benchmark: S&P ADR Index 7.57
AIM Fixed Income Fund 1.57
Benchmark: BBgBarc US Agg Bond Index 1.88
Benchmark: BBgBarc Aggregate Treasury Index 1.36