The Marquette Applied Investment Management (AIM) Program International
and Small Cap Equity Funds Continue to Post Strong Performance in 2019
The AIM Equity Funds continue to have a strong start to 2019.
The AIM International Fund posted a +2.07% return for the week (versus 1.33%
for the benchmark). On a YTD basis the Fund is up 12.37% compared to the MSCI
All-Country World Index ex-US of 7.48%.
The AIM Small Cap Fund returned 3.99% for the week ended
2/15/2019 compared to the Russell 2000 return of 4.22%. YTD the AIM Fund is up
19.53% versus 16.52% for the benchmark.
It almost goes without saying that the performance in 2019 has
been amazing – let’s hope it continues. The following table contains the top 10 performers
for the past week.
|
AIM Fund/Top 10 Performing Holdings for the Week ended 2/15/2019
(Returns %)
|
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
|
2.07
|
1.78
|
12.37
|
-7.57
|
10.59
|
0.68
|
|
Benchmark:MSCI
ACWI ex US
|
1.33
|
-0.09
|
7.48
|
-8.63
|
11.56
|
2.40
|
|
Pigeon
Corp ADR
|
9.31
|
12.42
|
0.75
|
|
|
|
|
Capgemini
SE ADR
|
7.44
|
4.98
|
18.66
|
|
|
|
|
BlackBerry
Ltd
|
7.27
|
7.81
|
22.36
|
|
|
|
|
Aptiv
PLC
|
6.95
|
2.58
|
31.83
|
|
|
|
|
Core
Laboratories NV
|
6.40
|
0.74
|
14.83
|
|
|
|
|
Industria
De Diseno Textil SA ADR
|
5.39
|
3.43
|
13.89
|
|
|
|
|
Suncor
Energy Inc
|
5.12
|
4.86
|
21.17
|
|
|
|
|
Triton International
Ltd Ordinary Shares
|
4.76
|
-6.98
|
7.63
|
|
|
|
|
Logitech
International SA
|
4.73
|
1.59
|
18.22
|
|
|
|
|
Mowi
ASA ADR
|
4.56
|
3.68
|
7.72
|
|
|
|
|
AIM Fund/Top 10 Performing Holdings for the Week ended 2/15/2019
(Returns %)
|
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
|
3.99
|
4.94
|
19.53
|
9.46
|
22.80
|
9.42
|
|
Benchmark:Russell
2000
|
4.22
|
4.73
|
16.52
|
3.46
|
18.94
|
7.90
|
|
Albany
International Corp
|
8.62
|
9.92
|
20.89
|
|
|
|
|
American
Eagle Outfitters Inc
|
-5.69
|
-4.97
|
3.83
|
|
|
|
|
American
Woodmark Corp
|
14.31
|
12.74
|
41.63
|
|
|
|
|
Anixter
International Inc
|
6.06
|
3.18
|
15.34
|
|
|
|
|
Apollo
Commercial Real Estate Finance Inc
|
-2.98
|
-1.65
|
7.44
|
|
|
|
|
Astronics
Corp Class B
|
7.24
|
10.73
|
11.97
|
|
|
|
|
ATN
International Inc
|
3.87
|
1.07
|
5.38
|
|
|
|
|
AxoGen
Inc
|
10.50
|
6.48
|
-14.00
|
|
|
|
|
Axos
Financial Inc
|
0.76
|
8.53
|
30.86
|
|
|
|
|
BlackLine
Inc
|
8.17
|
8.22
|
25.74
|
|
|
|
