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Fund Intelligence | Best Managers | GMACX Insights | GMACX Score | GMACX Performance | GMACX Manager | GMACX News | GMACX Allocation | GMACX Holdings Change

Mutual Fund Insights: Aberdeen Optimal Allocations Mod C Fund (GMACX)

In-depth Analysis of Aberdeen Optimal Allocations Mod C Fund (GMACX)

Mutual fund chart: Aberdeen Optimal Allocations Mod C Fund (GMACX)

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See Aberdeen Optimal Allocations Mod C Fund (GMACX) performance details as of February 28, 2010

  

    Last Trade: $10.62 on 3/19/2010, Change: -0.06 (-0.56%)
Experiment our closing price forecasting tool for Aberdeen Optimal Allocations Mod C Fund (GMACX) (alpha release)

  

Fund Manager - Richard Fonash

Fund Manager Tenure: 2.1 years   [Similar Funds: GMAAX  GMABX  GMAIX ]
Fundmojo Fund Grade: C (Score: 0.53)     (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 Mod C Fund (GMACX) What we like about Aberdeen Optimal Allocations Mod C Fund (GMACX)

Data for Aberdeen Optimal Allocations Mod C Fund (GMACX) as of February 28, 2010

  • Aberdeen Optimal Allocations Mod C Fund (GMACX) has good Long-term performance (5-year return 3.93% vs 2.04 % Moderate Allocation category average)
  • Aberdeen Optimal Allocations Mod C Fund (GMACX) ratio of up-years vs down years is greater than 2
  • Aberdeen Optimal Allocations Mod C Fund (GMACX) has a Morningstar rating of 4 and above
  • Aberdeen Optimal Allocations Mod C Fund (GMACX) has an annual stock turnover rate of 32.11% vs Moderate Allocation average of 97.84%. It is good that Aberdeen Optimal Allocations Mod C management does not trade extensively for its return.
  • Aberdeen Optimal Allocations Mod C Fund (GMACX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.98, lower than category average of 14.91

  

What we are cautious about Aberdeen Optimal Allocations Mod C Fund (GMACX) What we are cautious about Aberdeen Optimal Allocations Mod C Fund (GMACX)

Data for Aberdeen Optimal Allocations Mod C Fund (GMACX) as of February 28, 2010

  • Aberdeen Optimal Allocations Mod C Fund (GMACX) management has been with Aberdeen Optimal Allocations Mod C Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Aberdeen Optimal Allocations Mod C Fund is a focused fund with 77.90% 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 Mod C Fund (GMACX) has a less-than-ideal short-term performance (1-year return 36.70% vs 39.25 % Moderate Allocation category average)
  • Aberdeen Optimal Allocations Mod C Fund (GMACX) has a higher management fee of 1.25% than its Moderate Allocation average of 1.03%
  • Aberdeen Optimal Allocations Mod C Fund (GMACX) carries a 1% load
See Aberdeen Optimal Allocations Mod C Fund (GMACX) performance details as of February 28, 2010

  

  

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Aberdeen Optimal Allocations Mod C Fund (GMACX) Net Asset

Track net asset change of Aberdeen Optimal Allocations Mod C fund (GMACX)

DateNet Asset
02/2010$43.37M
01/2010$27.49M
11/2009$27.99M
More historic net asset information on Aberdeen Optimal Allocations Mod C Fund (GMACX)

  

Aberdeen Optimal Allocations Mod C Fund (GMACX) Portfolio Allocation

Track portfolio allocation change of Aberdeen Optimal Allocations Mod C fund (GMACX)

DateCashStockBondOther
01/201010.47%53.6%34.58%1.24%
10/20098.45%57.62%32.5%1.43%
09/20098.22%57.22%32.64%1.92%
Click here to see more historic asset allocation information on Aberdeen Optimal Allocations Mod C Fund (GMACX)

  

Most Recent Top 10 Holdings in Aberdeen Optimal Allocations Mod C Fund (GMACX)

Discover what Aberdeen Optimal Allocations Mod C Fund (GMACX) manager is buying

31-Jan-10
iShares Barclays Aggregate Bond [16.77%]
iShares Barclays TIPS Bond [12.14%]
Aberdeen International Equity Instl [9.33%]
Aberdeen Equity Long-Short Inst [7.4%]
Oppenheimer International Bond Y [7.27%]
Aberdeen Global Financial Services Inst [6.11%]
Aberdeen Small Cap Inst [5.08%]
iShares Barclays 1-3 Year Treasury Bond [4.89%]
Aberdeen Natural Resources I [4.89%]
Aberdeen US Equity Inst [4.02%]

31-Oct-09
iShares Barclays Aggregate Bond [14.99%]
iShares Barclays TIPS Bond [10.73%]
Aberdeen Intl Equity Inst [8.96%]
Aberdeen Equity Long-Short Inst [6.97%]
Oppenheimer International Bond Y [6.42%]
Aberdeen Global Financial Services Inst [5.95%]
Aberdeen Small Cap Inst [4.92%]
Aberdeen Health Sciences Inst [4.9%]
Aberdeen Natural Resources I [4.89%]
Aberdeen US Equity Inst [4.83%]

30-Sep-09
iShares Barclays Aggregate Bond [14.54%]
iShares Barclays TIPS Bond [10.92%]
Aberdeen Intl Equity Inst [8.86%]
Aberdeen Equity Long-Short Inst [6.84%]
Oppenheimer International Bond Y [6.66%]
Aberdeen Global Financial Services Inst [5.95%]
Aberdeen Natural Resources I [4.9%]
Aberdeen US Equity Inst [4.87%]
Aberdeen Health Sciences Inst [4.86%]
Aberdeen Small Cap Inst [4.84%]
Click here for Stock Holding Change Map in Aberdeen Optimal Allocations Mod C Fund (GMACX)

  

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Latest News on Aberdeen Optimal Allocations Mod C (GMACX)

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