Aberdeen Global Unconstrained Fund Quote
| CUGAX Fund | USD 8.58 0.01 0.12% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Aberdeen Global is trading at 8.58 as of the 29th of November 2024; that is 0.12% increase since the beginning of the trading day. The fund's open price was 8.57. Aberdeen Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Aberdeen Global Unconstrained are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in U.S. and non-U.S. infrastructure-related debt issuers andor securities intended primarily to finance infrastructure-related activities. Infrastructure-related securities include securities issued to finance any assets or projects that support the operation, function, growth or development of a community or economy.. More on Aberdeen Global Unconstrained
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Aberdeen Mutual Fund Highlights
| Fund Concentration | Aberdeen Funds, Large Blend Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Aberdeen (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Aberdeen Global Unconstrained [CUGAX] is traded in USA and was established 29th of November 2024. Aberdeen Global is listed under Aberdeen category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Aberdeen family. This fund currently has accumulated 31.58 M in assets under management (AUM) with minimum initial investment of 1 K. Aberdeen Global Unco is currently producing year-to-date (YTD) return of 4.95% with the current yeild of 0.0%, while the total return for the last 3 years was -2.84%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aberdeen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aberdeen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aberdeen Global Unconstrained Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aberdeen Global Unconstrained Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| EQIX | Equinix | Stock | Real Estate | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| NEE | Nextera Energy | Stock | Utilities | |
| NIO | Nio Class A | Stock | Consumer Discretionary | |
| PLD | Prologis | Stock | Real Estate | |
| TRMB | Trimble | Stock | Information Technology |
Aberdeen Global Unco Risk Profiles
| Mean Deviation | 0.1467 | |||
| Standard Deviation | 0.2106 | |||
| Variance | 0.0444 | |||
| Risk Adjusted Performance | (0.03) |
Aberdeen Global Against Markets
Other Information on Investing in Aberdeen Mutual Fund
Aberdeen Global financial ratios help investors to determine whether Aberdeen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aberdeen with respect to the benefits of owning Aberdeen Global security.
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