Saturday, February 23, 2019

Marquette AIM Equity Funds Continue to Post Strong YTD Investment Performance

For the Week Ended 2/22/2019 - Both the AIM International and Small Cap Funds Remain Well Above Their Benchmarks - Great Start to 2019


Return Performance (%) by Fund/Top 5 Weekly Holdings as of 2/22/2019
Ticker
Weight
(%)
Total Ret
1 Wk
Total Ret
MTD
Total Ret
YTD
Total Ret
1 Yr
Total Ret
Annlzd 3 Yr
Total Ret
Annlzd 5 Yr
AIM International Fund


1.47
3.28
14.02
-5.84
9.18
0.97
Benchmark:MSCI ACWI ex US
ACWX

1.93
1.84
9.56
-6.79
10.30
2.56
Bank of N.T Butterfield & Son Ltd
NTB
1.56
14.66
17.63
31.52
Vedanta Ltd ADR
VEDL
0.76
13.16
-13.79
-16.55
PagSeguro Digital Ltd Class A
PAGS
1.65
10.72
21.09
39.46
Canada Goose Holdings Inc
GOOS
1.75
10.70
7.79
26.88
Wheaton Precious Metals Corp
WPM
1.76
5.07
6.21
14.64
Return Performance (%) by Fund/Top Weekly Holdings as of 2/22/2019
Ticker
Weight
(%)
Total Ret
1 Wk
Total Ret
MTD
Total Ret
YTD
Total Ret
1 Yr
Total Ret
Annlzd 3 Yr
Total Ret
Annlzd 5 Yr
AIM Small Cap Fund


1.77
6.80
21.65
12.00
21.63
9.78
Benchmark:Russell 2000


1.34
6.14
18.08
5.33
17.50
7.90
Boyd Gaming Corp
BYD
0.81
11.31
13.47
49.18
Innospec Inc
IOSP
1.49
9.64
15.37
31.27
Envestnet Inc
ENV
2.44
8.98
14.06
25.80
American Woodmark Corp
AMWD
0.58
8.58
22.42
53.79
Franklin Electric Co Inc
FELE
1.45
8.44
15.30
28.81
NeoGenomics Inc
NEO
0.90
7.60
14.20
50.52
Comfort Systems USA Inc
FIX
2.23
7.46
13.49
24.63
Malibu Boats Inc Class A
MBUU
1.93
7.20
13.44
32.18
GTT Communications Inc
GTT
1.01
6.77
25.63
35.93