The AIM program allows Marquette students to get hands-on
academic and financial analysis experience, including an opportunity to
actively manage two equity funds: a domestic (Small Cap) and an international portfolio.
The students in the
AIM Class of 2016 have been managing the Small Cap Equity and the International
Equity funds since April 1, 2015. Their returns are provided in the tables
below.
AIM Small Cap Equity Fund as of November 29, 2015
The Marquette AIM
Small Cap Equity Fund has posted a return of -4.86% since April 1st
versus -3.19% for the Russell 2000. Asset
allocation detracted 70 basis points of the total return, while stock selection
detracted 97 basis points (primarily in Information Technology holdings). The
following table provides performance data for the AIM Class of 2016.
AIM International Equity Fund as of November 29,
2015
The Marquette AIM
International Equity Fund has posted a return of -6.72% since April 1st
versus -6.54% for the Russell Global Ex US benchmark. Asset allocation added 15 basis points of the
total return, while stock selection detracted 33 basis points (primarily in Consumer
Discretionary and Materials holdings). The following table provides performance
data for the AIM Class of 2016.
