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Mutual Fund Insights: Aberdeen Optimal Allocations Growth R Fund (GAARX)

In-depth Analysis of Aberdeen Optimal Allocations Growth R Fund (GAARX)

Mutual fund chart: Aberdeen Optimal Allocations Growth R Fund (GAARX)

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See Aberdeen Optimal Allocations Growth R Fund (GAARX) performance details as of February 28, 2010

  

    Last Trade: $9.63 on 3/19/2010, Change: -0.07 (-0.72%)
Experiment our closing price forecasting tool for Aberdeen Optimal Allocations Growth R Fund (GAARX) (alpha release)

  

Fund Manager - Richard Fonash

Fund Manager Tenure: 2.1 years   [Similar Funds: GAACX  GAGRX  GASRX ]
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Richard Fonash is a Senior Investment Manager for Aberdeen Asset Management Inc. ("Aberdeen"). Prior to joining Aberdeen in October 2007, Richard Fonash was employed by Nationwide Fund Advisors as Chief Investment Officer from January 2007 to September 2007, Chief Operating Officer - Investments from January 2003 to January 2007, and Director, Investment Administration from May 2000 through December 2002. Richard Fonash holds the Chartered Financial Analyst designation.  Get more insights on Richard Fonash

  

What we like about Aberdeen Optimal Allocations Growth R Fund (GAARX) What we like about Aberdeen Optimal Allocations Growth R Fund (GAARX)

Data for Aberdeen Optimal Allocations Growth R Fund (GAARX) as of February 28, 2010

  • Aberdeen Optimal Allocations Growth R Fund (GAARX) has good Long-term performance (5-year return 2.52% vs 0.31 % Large Blend category average)
  • Aberdeen Optimal Allocations Growth R Fund (GAARX) ratio of up-years vs down years is greater than 2
  • Aberdeen Optimal Allocations Growth R Fund (GAARX) has a Morningstar rating of 4 and above
  • Aberdeen Optimal Allocations Growth R Fund (GAARX) has an annual stock turnover rate of 25.59% vs Large Blend average of 79.86%. It is good that Aberdeen Optimal Allocations Growth R management does not trade extensively for its return.
  • Aberdeen Optimal Allocations Growth R Fund (GAARX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.37, lower than category average of 20.62
  • Aberdeen Optimal Allocations Growth R Fund (GAARX) has a lower management fee than its Large Blend average: 0.75% vs 1.11%

  

What we are cautious about Aberdeen Optimal Allocations Growth R Fund (GAARX) What we are cautious about Aberdeen Optimal Allocations Growth R Fund (GAARX)

Data for Aberdeen Optimal Allocations Growth R Fund (GAARX) as of February 28, 2010

  • Aberdeen Optimal Allocations Growth R Fund (GAARX) management has been with Aberdeen Optimal Allocations Growth R Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Aberdeen Optimal Allocations Growth R Fund is a focused fund with 74.26% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Aberdeen Optimal Allocations Growth R Fund (GAARX) has a less-than-ideal short-term performance (1-year return 51.34% vs 53.54 % Large Blend category average)
  • Aberdeen Optimal Allocations Growth R Fund (GAARX) has a less-than-ideal mid-term performance (3-year return -4.46% vs -5.77 % Large Blend category average)
  • Even though Aberdeen Optimal Allocations Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Aberdeen Optimal Allocations Growth R Fund (GAARX) performance details as of February 28, 2010

  

  

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Aberdeen Optimal Allocations Growth R Fund (GAARX) Net Asset

Track net asset change of Aberdeen Optimal Allocations Growth R fund (GAARX)

DateNet Asset
02/2010$10.56M
01/2010$30.00K
11/2009$20.00K
More historic net asset information on Aberdeen Optimal Allocations Growth R Fund (GAARX)

  

Aberdeen Optimal Allocations Growth R Fund (GAARX) Portfolio Allocation

Track portfolio allocation change of Aberdeen Optimal Allocations Growth R fund (GAARX)

DateCashStockBondOther
01/20105.18%86.32%6.14%2.18%
10/20093.73%87.91%6.67%1.71%
09/20093.46%87.93%6.38%2.23%
Click here to see more historic asset allocation information on Aberdeen Optimal Allocations Growth R Fund (GAARX)

  

Most Recent Top 10 Holdings in Aberdeen Optimal Allocations Growth R Fund (GAARX)

Discover what Aberdeen Optimal Allocations Growth R Fund (GAARX) manager is buying

31-Jan-10
Aberdeen International Equity Instl [11.05%]
Aberdeen US Equity Inst [10.36%]
Aberdeen Equity Long-Short Inst [9.25%]
Aberdeen Global Financial Services Inst [7.97%]
Aberdeen Small Cap Inst [7.35%]
Aberdeen Natural Resources I [6.16%]
Aberdeen Health Sciences Inst [6.15%]
Aberdeen Global Utilities Inst [5.79%]
iShares Cohen & Steers Realty Majors [5.12%]
Credit Suisse Commodity Return Strat Com [5.06%]

31-Oct-09
Aberdeen Intl Equity Inst [11.12%]
Aberdeen US Equity Inst [10.08%]
Aberdeen Equity Long-Short Inst [9.3%]
Aberdeen Global Financial Services Inst [7.99%]
Aberdeen Small Cap Inst [6.95%]
Aberdeen Global Utilities Inst [6.17%]
Aberdeen Health Sciences Inst [6.15%]
Aberdeen Developing Markets Inst [6.06%]
Aberdeen Natural Resources I [5.91%]
Credit Suisse Commodity Return Strat Com [5.2%]

30-Sep-09
Aberdeen Intl Equity Inst [11.29%]
Aberdeen US Equity Inst [10.1%]
Aberdeen Equity Long-Short Inst [8.48%]
Aberdeen Global Financial Services Inst [8.26%]
Aberdeen Small Cap Inst [7.42%]
Aberdeen Developing Markets Inst [6.31%]
Aberdeen Natural Resources I [6.23%]
Aberdeen Global Utilities Inst [6.02%]
Aberdeen Health Sciences Inst [5.86%]
iShares Cohen & Steers Realty Majors [5.36%]
Click here for Stock Holding Change Map in Aberdeen Optimal Allocations Growth R Fund (GAARX)

  

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