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Aberdeen Equity Long-Short Inst (GGUIX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen Equity Long-Short Inst (GGUIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Aberdeen Equity Long-Short Inst Fund (GGUIX) ManagerFund Manager - Jason Kotik

Fund Manager Information

Fund Manager Tenure: 14.7 years
Fund Family: Aberdeen
Fund Category: Long-Short Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of Aberdeen Equity Long-Short Inst Fund (GGUIX) ProfileAberdeen Equity Long-Short Inst Fund (GGUIX) Profile

Fund Profile and Description

Aberdeen Equity Long-Short Inst Fund seeks long-term capital appreciation. Aberdeen Equity Long-Short Inst Fund normally invests at least 80% of net assets in equity securities of companies that are organized under the laws of the United States, have their principal places of business in the United States, or whose stock is traded primarily in the United States. Its investments may include common stock, preferred stock, securities convertible into common stock or securities with prices linked to the value of common stocks.

 

Aberdeen Equity Long-Short Inst (GGUIX) Fund Strength What we like about Aberdeen Equity Long-Short Inst (GGUIX) Fund

Data for Aberdeen Equity Long-Short Inst Fund (GGUIX) as of May 30, 2016

  • Aberdeen Equity Long-Short Inst Fund (GGUIX) management has been with Aberdeen Equity Long-Short Inst Fund for 14.7 years
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) has good short-term performance (1-year return -0.45% vs -3.77% Long-Short Equity category median performance)
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) ratio of up-years vs down years is greater than 2
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) has an annual stock turnover rate of 14.04% vs Long-Short Equity average of 218.72%. It is good that Aberdeen Equity Long-Short Inst management does not trade extensively for its return.
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.26, lower than category average of 8.81
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) has a lower expense ratio than its Long-Short Equity average: 1.24% vs 1.90%
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Aberdeen Equity Long-Short Inst Fund (GGUIX) Weakness What we are cautious about Aberdeen Equity Long-Short Inst (GGUIX) Fund

Data for Aberdeen Equity Long-Short Inst Fund (GGUIX) as of May 30, 2016

  • Aberdeen Equity Long-Short Inst Fund (GGUIX) has a less-than-ideal mid-term performance (3-year return 2.29% vs 2.72% Long-Short Equity category median performance)
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) has a less-than-ideal Long-term performance (5-year return 2.43% vs 2.87% Long-Short Equity category median performance)
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) has a Morningstar rating of 3 and below
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) is less safe compared to its Long-Short Equity peers
  • Aberdeen Equity Long-Short Inst Fund (GGUIX) does not have a good risk adjusted return as its 3-year Alpha of -3.29 is worse than category average of -2.86, and its 3-year Sharpe ratio is 0.38
See Aberdeen Equity Long-Short Inst Fund (GGUIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen Equity Long-Short Inst Fund (GGUIX)Compare with other top Long-Short Equity category mutual funds

Aadditional top Long-Short Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen Equity Long-Short Inst1.20-0.452.292.43
Boston Partners Long/Short Equity Instl (BPLSX)11.4912.095.377.58Compare
Burnham Financial Long/Short A (BURFX)-4.536.8212.4710.68Compare
Diamond Hill Long-Short A (DIAMX)2.27-1.425.517.22Compare

See top fund managers for Long-Short Equity Category Funds

 

Graph of Aberdeen Equity Long-Short Inst Fund (GGUIX) Net Asset TrackingAberdeen Equity Long-Short Inst (GGUIX) Fund Net Asset

Track net asset change of Aberdeen Equity Long-Short Inst fund (GGUIX)

DateNet Asset
05/2016$97.34M
03/2016$98.00M
02/2016$95.15M
More historic net asset information on Aberdeen Equity Long-Short Inst Fund (GGUIX)

  

Graph of Aberdeen Equity Long-Short Inst Fund (GGUIX) Portfolio TrackingAberdeen Equity Long-Short Inst (GGUIX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen Equity Long-Short Inst fund (GGUIX)

DateCashStockBondOther
04/201640.19%59.82%0%0%
03/201640.27%59.73%0%0%
01/201637.92%62.09%0%0%
Click here to see more historic asset allocation information on Aberdeen Equity Long-Short Inst Fund (GGUIX)

 

graph of Aberdeen Equity Long-Short Inst Fund (GGUIX) Top 10 Position TrackingTop 10 Holdings in Aberdeen Equity Long-Short Inst (GGUIX) Fund

Discover what Aberdeen Equity Long-Short Inst Fund (GGUIX) manager is buying

Apr 29, 2016
Visa Inc. [3.69%]
International Business Machines [3.66%]
Clorox Company (The) Common Sto [3.13%]
PVH Corp. Common Stock [2.9%]
B&G Foods, Inc. B&G Foods, Inc. [2.89%]
Cognizant Technology Solutions [2.76%]
Caseys General Stores, Inc. [2.74%]
Allstate Corporation (The) Comm [2.64%]
Intercontinental Exchange Inc. [2.61%]
Equifax, Inc. Common Stock [2.6%]

Mar 30, 2016
International Business Machines [3.79%]
Visa Inc. [3.65%]
Clorox Company (The) Common Sto [3.14%]
PVH Corp. Common Stock [3.01%]
Cognizant Technology Solutions [2.96%]
Lockheed Martin Corporation Com [2.8%]
Caseys General Stores, Inc. [2.77%]
PAREXEL International Corporati [2.74%]
Allstate Corporation (The) Comm [2.73%]
BorgWarner Inc. Common Stock [2.69%]

Jan 30, 2016
Visa Inc. [4.04%]
Cognizant Technology Solutions [3.67%]
Clorox Company (The) Common Sto [3.56%]
Fastenal Company [3.27%]
International Business Machines [3.11%]
B&G Foods, Inc. B&G Foods, Inc. [3.09%]
Oracle Corporation Common Stock [2.99%]
Caseys General Stores, Inc. [2.94%]
CVS Health Corporation Common S [2.92%]
Intercontinental Exchange Inc. [2.85%]
Click here for Stock Holding Change Map in Aberdeen Equity Long-Short Inst Fund (GGUIX)

  

Latest News on Aberdeen Equity Long-Short Inst (GGUIX) Fund

See what is happening with Aberdeen Equity Long-Short Inst Fund (GGUIX)

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Aberdeen Equity Long-Short Inst Fund (GGUIX) Related ResourcesSee more information on Aberdeen Equity Long-Short Inst (GGUIX) Fund

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