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Mutual Fund Insights: Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

In-depth Analysis of Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

Mutual fund chart: Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

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See Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) performance details as of February 28, 2010

  

    Last Trade: $10.10 on 3/19/2010, Change: -0.07 (-0.69%)
Experiment our closing price forecasting tool for Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) (alpha release)

  

Fund Manager - Richard Fonash

Fund Manager Tenure: 2.1 years   [Similar Funds: GMMAX  GMMCX  GMMIX ]
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 Mod Gr B Fund (GMMBX) What we like about Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

Data for Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) as of February 28, 2010

  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) has good Long-term performance (5-year return 3.20% vs 0.31 % Large Blend category average)
  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) ratio of up-years vs down years is greater than 2
  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) has a Morningstar rating of 4 and above
  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) has an annual stock turnover rate of 27.48% vs Large Blend average of 79.86%. It is good that Aberdeen Optimal Allocations Mod Gr B management does not trade extensively for its return.
  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.95, lower than category average of 20.62

  

What we are cautious about Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) What we are cautious about Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

Data for Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) as of February 28, 2010

  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) management has been with Aberdeen Optimal Allocations Mod Gr B 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 Gr B Fund is a focused fund with 72.04% 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 Gr B Fund (GMMBX) has a less-than-ideal short-term performance (1-year return 46.08% vs 53.54 % Large Blend category average)
  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) has a less-than-ideal mid-term performance (3-year return -2.38% vs -5.77 % Large Blend category average)
  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) has a higher management fee of 1.25% than its Large Blend average of 1.11%
  • Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) carries a 5% load
See Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) performance details as of February 28, 2010

  

  

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Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) Net Asset

Track net asset change of Aberdeen Optimal Allocations Mod Gr B fund (GMMBX)

DateNet Asset
02/2010$33.06M
01/2010$3.03M
11/2009$3.11M
More historic net asset information on Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

  

Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) Portfolio Allocation

Track portfolio allocation change of Aberdeen Optimal Allocations Mod Gr B fund (GMMBX)

DateCashStockBondOther
01/20107.3%73.86%16.46%2.26%
10/20095.67%75.39%17.38%1.56%
09/20095.45%75.73%16.81%2.02%
Click here to see more historic asset allocation information on Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

  

Most Recent Top 10 Holdings in Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

Discover what Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX) manager is buying

31-Jan-10
Aberdeen International Equity Instl [9.89%]
Aberdeen Equity Long-Short Inst [9.26%]
Aberdeen US Equity Inst [8.44%]
iShares Barclays TIPS Bond [7.98%]
Aberdeen Global Financial Services Inst [7.86%]
Aberdeen Small Cap Inst [6.99%]
iShares Barclays Aggregate Bond [5.82%]
Aberdeen Natural Resources I [5.8%]
Aberdeen Health Sciences Inst [5.78%]
Credit Suisse Commodity Return Strat Com [4.22%]

31-Oct-09
Aberdeen Intl Equity Inst [9.97%]
Aberdeen US Equity Inst [9.03%]
Aberdeen Equity Long-Short Inst [8.65%]
iShares Barclays TIPS Bond [8.21%]
Aberdeen Global Financial Services Inst [7.79%]
Aberdeen Small Cap Inst [6.78%]
Aberdeen Health Sciences Inst [5.9%]
iShares Barclays Aggregate Bond [5.82%]
Aberdeen Natural Resources I [5.76%]
Credit Suisse Commodity Return Strat Com [4.07%]

30-Sep-09
Aberdeen Intl Equity Inst [9.94%]
Aberdeen US Equity Inst [9.03%]
Aberdeen Equity Long-Short Inst [8.54%]
Aberdeen Global Financial Services Inst [7.93%]
iShares Barclays TIPS Bond [7.92%]
Aberdeen Small Cap Inst [7%]
Aberdeen Natural Resources I [5.98%]
Aberdeen Health Sciences Inst [5.94%]
iShares Barclays Aggregate Bond [5.68%]
Aberdeen Developing Markets Inst [3.99%]
Click here for Stock Holding Change Map in Aberdeen Optimal Allocations Mod Gr B Fund (GMMBX)

  

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