Saturday, September 1, 2018

Another Big Month of Returns in August 2018 for the Marquette AIM Small Cap Fund

August 2018 Total Returns in the Marquette AIM Small Cap Equity Fund Remain Impressive

Last year's visit to the NYSE must have motivated the AIM students
to generate excess return performance
The student-managed small cap equity fund generated total returns in August 2018 of 8.58% --- besting the benchmark (Russell 2000 Index) return by nearly double. The year-to-date returns of the AIM Small Cap Fund are 22.74% which is 850 bps above the benchmark (see table below).

Annualized returns for the 1-, 2-, 3-, 5- and 10-year periods are all above the benchmark. A full attribution analysis will be posted next week identifying the areas of the portfolio that produced the largest relative returns.

Graphs and tables below provide preliminary information about the makeup of the AIM Small Cap Equity Fund.





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