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Aberdeen Emerging Markets Instl (ABEMX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen Emerging Markets Instl (ABEMX) Fund

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Graph of Aberdeen Emerging Markets Instl Fund (ABEMX) ManagerFund Manager - Devan Kaloo

Fund Manager Information

Fund Manager Tenure: 12.0 years
Fund Family: Aberdeen
Fund Category: Diversified Emerging Mkts
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)
Devan Kaloo is head of global emerging markets, responsible for the London based GEM team, which manages Latin America and EMEA equities, and also has oversight of GEM input from the Asia team based in Singapore, with whom he works closely. Devan joined Aberdeen in 2000 on the Asian portfolio team before becoming responsible for the Asian ex Japan region as well as regional portfolios within emerging market mandates and technology stocks. Previously, Devan worked for Martin Currie on the North American desk before transferring to the global asset allocation team and then Asian portfolios.  Get more insights on Devan Kaloo

 

Graph of Aberdeen Emerging Markets Instl Fund (ABEMX) ProfileAberdeen Emerging Markets Instl Fund (ABEMX) Profile

Fund Profile and Description

Aberdeen Emerging Markets Instl Fund seeks long-term capital appreciation by investing primarily in equity securities of emerging market country issuers. Aberdeen Emerging Markets Instl Fund normally invests at least 80% of assets in equity securities of issuers that have their principal securities trading market in an emerging market country; alone or on a consolidated basis derive 50% or more of their annual revenue or assets from goods produced, sales made or services performed in emerging market countries; or are organized under the laws of, and have their principal office in, an emerging market country.

 

Aberdeen Emerging Markets Instl (ABEMX) Fund Strength What we like about Aberdeen Emerging Markets Instl (ABEMX) Fund

Data for Aberdeen Emerging Markets Instl Fund (ABEMX) as of May 30, 2016

  • Aberdeen Emerging Markets Instl Fund (ABEMX) management has been with Aberdeen Emerging Markets Instl Fund for 12.0 years
  • Aberdeen Emerging Markets Instl Fund (ABEMX) has good short-term performance (1-year return -11.57% vs -15.05% Diversified Emerging Mkts category median performance)
  • Aberdeen Emerging Markets Instl Fund (ABEMX) has good Long-term performance (5-year return -1.71% vs -4.42% Diversified Emerging Mkts category median performance)
  • Aberdeen Emerging Markets Instl Fund (ABEMX) has a Morningstar rating of 4 and above
  • Aberdeen Emerging Markets Instl Fund (ABEMX) has an annual stock turnover rate of 11.58% vs Diversified Emerging Mkts average of 60.23%. It is good that Aberdeen Emerging Markets Instl management does not trade extensively for its return.
  • Aberdeen Emerging Markets Instl Fund (ABEMX) has a lower expense ratio than its Diversified Emerging Mkts average: 1.09% vs 1.51%
  • Aberdeen Emerging Markets Instl Fund (ABEMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Aberdeen Emerging Markets Instl Fund (ABEMX) Weakness What we are cautious about Aberdeen Emerging Markets Instl (ABEMX) Fund

Data for Aberdeen Emerging Markets Instl Fund (ABEMX) as of May 30, 2016

  • Aberdeen Emerging Markets Instl Fund (ABEMX) has a less-than-ideal mid-term performance (3-year return -5.18% vs -4.69% Diversified Emerging Mkts category median performance)
  • Aberdeen Emerging Markets Instl Fund (ABEMX) ratio of up-years vs down years can be improved
  • Aberdeen Emerging Markets Instl Fund (ABEMX) is less safe compared to its Diversified Emerging Mkts peers
  • Aberdeen Emerging Markets Instl Fund (ABEMX) does not have a good risk adjusted return as its 3-year Alpha of -5.15 is worse than category average of -4.36, and its 3-year Sharpe ratio is -0.25
  • Aberdeen Emerging Markets Instl Fund (ABEMX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.36 that is higher than category average of 15.48
See Aberdeen Emerging Markets Instl Fund (ABEMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen Emerging Markets Instl Fund (ABEMX)Compare with other top Diversified Emerging Mkts category mutual funds

Aadditional top Diversified Emerging Mkts mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen Emerging Markets Instl6.25-11.57-5.18-1.71
American Funds New World R6 (RNWGX)1.36-8.40-0.230.45Compare
Huntington Global Select Markets Instl (HGSIX)-1.92-9.990.89-1.30Compare
American Funds New World 529A (CNWAX)1.17-8.83-0.68-0.01Compare

See top fund managers for Diversified Emerging Mkts Category Funds

 

Compare Aberdeen Emerging Markets Instl Fund (ABEMX)Compare with Diversified Emerging Mkts category ETFs

Some Diversified Emerging Mkts ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim MSCI Em Mkts Eql Cntry Wt ETF (EWEM)000
SPDR S&P Emerging Markets Small Cap ETF (EWX)000
SPDR S&P Emerging Markets Dividend ETF (EDIV)000
Schwab Emerging Markets Equity ETF (SCHE)000
iShares MSCI Emerging Markets Mini Vol (EEMV)000

 

Graph of Aberdeen Emerging Markets Instl Fund (ABEMX) Net Asset TrackingAberdeen Emerging Markets Instl (ABEMX) Fund Net Asset

Track net asset change of Aberdeen Emerging Markets Instl fund (ABEMX)

DateNet Asset
05/2016$7.07B
03/2016$7.17B
02/2016$6.38B
More historic net asset information on Aberdeen Emerging Markets Instl Fund (ABEMX)

  

Graph of Aberdeen Emerging Markets Instl Fund (ABEMX) Portfolio TrackingAberdeen Emerging Markets Instl (ABEMX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen Emerging Markets Instl fund (ABEMX)

DateCashStockBondOther
04/20162.11%97.54%0%0%
03/20161.84%97.91%0%0%
01/20162.44%97.39%0%0%
Click here to see more historic asset allocation information on Aberdeen Emerging Markets Instl Fund (ABEMX)

 

graph of Aberdeen Emerging Markets Instl Fund (ABEMX) Top 10 Position TrackingTop 10 Holdings in Aberdeen Emerging Markets Instl (ABEMX) Fund

Discover what Aberdeen Emerging Markets Instl Fund (ABEMX) manager is buying

Apr 29, 2016
Samsung Electronics Co Ltd [4.19%]
AIA Group Ltd [3.08%]
PT ASTRA INTL TBK [3.07%]
HOUSING DEVELOPMENT FINANCE CO [3.01%]
CHINA MOBILE HONG KO [2.96%]
Fomento Economico Mexicano SAB de CV ADR [2.94%]
Grupo Financiero Banorte SAB de CV Class O [2.85%]
INFOSYS LTD. [2.6%]
ULTRAPAR ON NM [2.6%]

Mar 30, 2016
Samsung Electronics Co Ltd [4.52%]
PT ASTRA INTL TBK [3.36%]
HOUSING DEVELOPMENT FINANCE CO [3.12%]
Fomento Economico Mexicano SAB de CV ADR [3.1%]
AIA Group Ltd [2.96%]
CHINA MOBILE HONG KO [2.94%]
Grupo Financiero Banorte SAB de CV Class O [2.9%]
INFOSYS LTD. [2.68%]
ITC LTD. [2.57%]

Jan 30, 2016
Samsung Electronics Co Ltd [4.38%]
Fomento Economico Mexicano SAB de CV ADR [3.44%]
CHINA MOBILE HONG KO [3.27%]
AIA Group Ltd [3.24%]
PT ASTRA INTL TBK [3.24%]
HOUSING DEVELOPMENT FINANCE CO [3.23%]
Grupo Financiero Banorte SAB de CV Class O [2.99%]
INFOSYS LTD. [2.82%]
ITC LTD. [2.6%]
Click here for Stock Holding Change Map in Aberdeen Emerging Markets Instl Fund (ABEMX)

  

Latest News on Aberdeen Emerging Markets Instl (ABEMX) Fund

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