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Aberdeen Emerging Markets Instl Svc (AEMSX) Fund Ranking and Research

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

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Graph of Aberdeen Emerging Markets Instl Svc Fund (AEMSX) ManagerFund Manager - Mark Gordon-James

Fund Manager Information

Fund Manager Tenure: 12.3 years
Fund Family: Aberdeen
Fund Category: Diversified Emerging Mkts
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Aberdeen Emerging Markets Instl Svc Fund (AEMSX) ProfileAberdeen Emerging Markets Instl Svc Fund (AEMSX) Profile

Fund Profile and Description

Aberdeen Emerging Markets Instl Svc Fund seeks long-term capital appreciation by investing primarily in equity securities of emerging market country issuers. Aberdeen Emerging Markets Instl Svc 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 Svc (AEMSX) Fund Strength What we like about Aberdeen Emerging Markets Instl Svc (AEMSX) Fund

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

  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) management has been with Aberdeen Emerging Markets Instl Svc Fund for 12.3 years
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) has good short-term performance (1-year return -11.70% vs -15.05% Diversified Emerging Mkts category median performance)
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) has good Long-term performance (5-year return -1.95% vs -4.42% Diversified Emerging Mkts category median performance)
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) has a Morningstar rating of 4 and above
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) has an annual stock turnover rate of 11.58% vs Diversified Emerging Mkts average of 62.02%. It is good that Aberdeen Emerging Markets Instl Svc management does not trade extensively for its return.
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) has a lower expense ratio than its Diversified Emerging Mkts average: 1.31% vs 1.51%
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

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

  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) has a less-than-ideal mid-term performance (3-year return -5.39% vs -4.69% Diversified Emerging Mkts category median performance)
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) ratio of up-years vs down years can be improved
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) is less safe compared to its Diversified Emerging Mkts peers
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) does not have a good risk adjusted return as its 3-year Alpha of -5.37 is worse than category average of -4.36, and its 3-year Sharpe ratio is -0.26
  • Aberdeen Emerging Markets Instl Svc Fund (AEMSX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.38 that is higher than category average of 15.48
See Aberdeen Emerging Markets Instl Svc Fund (AEMSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen Emerging Markets Instl Svc Fund (AEMSX)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 Instl Svc6.16-11.70-5.39-1.95
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 Svc Fund (AEMSX)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 Svc Fund (AEMSX) Net Asset TrackingAberdeen Emerging Markets Instl Svc (AEMSX) Fund Net Asset

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

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

  

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

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

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 Svc Fund (AEMSX)

 

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

Discover what Aberdeen Emerging Markets Instl Svc Fund (AEMSX) 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 Svc Fund (AEMSX)

  

Latest News on Aberdeen Emerging Markets Instl Svc (AEMSX) Fund

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Aberdeen Emerging Markets Instl Svc Fund (AEMSX) Related ResourcesSee more information on Aberdeen Emerging Markets Instl Svc (AEMSX) Fund

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