Aberdeen Equity Instl Fund Quote
| GXXIX Fund | USD 13.42 0.01 0.07% |
PerformanceVery Weak
| Odds Of DistressLow
|
Aberdeen is trading at 13.42 as of the 27th of February 2025; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 13.41. Aberdeen 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. The performance scores are derived for the period starting the 10th of March 2023 and ending today, the 27th of February 2025. Click here to learn more.
The fund seeks to achieve its investment objective of seeking long-term capital appreciation by investing primarily in equity securities of U.S. companies that the Adviser deems to have sound and improving prospects and which demonstrate that they are current or emerging sustainable leaders through their management of environmental, social and governance risks and opportunities in accordance with the Advisers criteria.. More on Aberdeen Equity Instl
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Aberdeen Mutual Fund Highlights
| Fund Concentration | Aberdeen Funds, Large Growth Funds, Large Growth, Aberdeen, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Aberdeen Equity Instl [GXXIX] is traded in USA and was established 27th of February 2025. Aberdeen is listed under Aberdeen category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Aberdeen family. This fund currently has accumulated 356.57 M in assets under management (AUM) with no minimum investment requirementsAberdeen Equity Instl is currently producing year-to-date (YTD) return of 1.4%, while the total return for the last 3 years was 2.47%.
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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 Equity Instl 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 Equity Instl Mutual Fund Constituents
| AXP | American Express | Stock | Financials | |
| NEE | Nextera Energy | Stock | Utilities | |
| LIN | Linde plc Ordinary | Stock | Materials | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials | |
| ARE | Alexandria Real Estate | Stock | Real Estate | |
| FIS | Fidelity National Information | Stock | Financials | |
| EOG | EOG Resources | Stock | Energy |
Aberdeen Equity Instl Risk Profiles
| Mean Deviation | 0.6237 | |||
| Standard Deviation | 0.8036 | |||
| Variance | 0.6458 | |||
| Risk Adjusted Performance | (0.02) |
Aberdeen Against Markets
Other Information on Investing in Aberdeen Mutual Fund
Aberdeen 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 security.
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