The fund may lag in more-speculative growth rallies because of management's attention to valuation.May become more volatile in the future as management increases the concentration of the portfolio.Management's valuation-consciousness and diffuse portfolio should help rein in volatility relative to
… utilities stocks, even if their valuations may appear compelling at times. We like the strategy here, and we think AIM Dynamics FIDYX is a better fund than its close cousin, Capital Development ACDAX. The two funds have substantially similar holdings, but …
… utilities stocks, even if their valuations may appear compelling at times. While we like the strategy here, we think AIM Dynamics FIDYX is a better fund. The two funds have substantially similar holdings, but Dynamics is meaningfully cheaper and has a large …
This fund can still soar in a rising market, so aggressive investors shouldn't rule it out.