AAM Mutual Funds List
Here you can find all mutual funds issued by AAM and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.65%
- Avg. 1 Year Return
- 5.37%
- Avg. 5 Year Return
- 1.60%
- Median Risk/Return Score
- 62 / 100
AAM Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AAM/Bahl & Gaynor Income Growth Fund Class I | Large Cap Blend Equities, Dividend | Jul 5, 2012 | 0.83% | — | — | 31.18% | — | ||||||||
| AAM/HIMCO Short Duration Fund | Ultrashort Bond | Jun 30, 2014 | 0.56% | 0.96% | 2.75% | 3.99% | 98 | ||||||||
| AAM/Insight Select Income Fund | Corporate Bonds | Apr 19, 2013 | 0.57% | 0.43% | 2.78% | 4.79% | 26 |
Explore top AAM Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best AAM Mutual funds by Risk/Return Score
The top AAM Mutual funds by PortfoliosLab Risk/Return Score are ASDIX (98) and CPUIX (26).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| AAM/HIMCO Short Duration Fund | 98 | — | Jun 2014 | |
| AAM/Insight Select Income Fund | 26 | — | Apr 2013 |
Best-Performing AAM Mutual funds Over 5 Years
The top AAM Mutual funds is ASDIX (2.86%).
Across the lineup, AAM Mutual funds show an average 1-year return of 5.37% and an average 5-year return of 1.60%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| AAM/HIMCO Short Duration Fund | 2.86% | — | Jun 2014 | |
| AAM/Insight Select Income Fund | 0.34% | — | Apr 2013 |
Lowest-Cost AAM Mutual funds
The top AAM Mutual funds is ASDIX (0.56%).
With an average expense ratio of 0.65%, AAM Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| AAM/HIMCO Short Duration Fund | 0.56% | — | Jun 2014 | |
| AAM/Insight Select Income Fund | 0.57% | — | Apr 2013 | |
| AAM/Bahl & Gaynor Income Growth Fund Class I | 0.83% | — | Jul 2012 |
Highest-Yield AAM Mutual funds
The top AAM Mutual funds is AFNIX (31.18%).
Across the lineup, AAM Mutual funds show an average dividend yield of 13.32%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| AAM/Bahl & Gaynor Income Growth Fund Class I | 31.18% | — | Jul 2012 | |
| AAM/Insight Select Income Fund | 4.79% | — | Apr 2013 | |
| AAM/HIMCO Short Duration Fund | 3.99% | — | Jun 2014 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.