Saturday, May 30, 2020

Marquette AIM Student-Managed Funds Posted Strong May 2020 Performance

The AIM Small Cap and International Equity Funds 
Posted Excellent Returns in May and YTD for 2020

As shown below, both of the Marquette University student-managed equity funds had very strong results for May 2020. The Small Cap Fund returned 9.17% versus 6.51% for the benchmark, and similarly the International Equity Fund generated 6.94% versus 3.61% for its benchmark. While on a YTD basis both funds have negative returns, they are besting their benchmarks.

Before the students ended the semester, they adjusted the portfolios to reflect a continued slow return to normalcy. They have overweight positions in Technology and Consumer Staples, and underweight positions in Energy and Consumer Discretionary.

Saturday, May 2, 2020

Performance of the Marquette AIM Equity Funds (through April 2020)

The student-managed Marquette University AIM Equity Funds continued to perform well with both funds up over 11% for April 2020