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Aberdeen Dynamic Allocation Inst (GMMIX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen Dynamic Allocation Inst (GMMIX) Fund

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Graph of Aberdeen Dynamic Allocation Inst Fund (GMMIX) ManagerFund Manager - Richard Fonash

Fund Manager Information

Fund Manager Tenure: 11.7 years
Similar Funds: GMMAX  GMMCX 
Fund Family: Aberdeen
Fund Category: World Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

 

Graph of Aberdeen Dynamic Allocation Inst Fund (GMMIX) ProfileAberdeen Dynamic Allocation Inst Fund (GMMIX) Profile

Fund Profile and Description

Aberdeen Dynamic Allocation Inst Fund seeks to maximize the total investment return for a given level of risk. Aberdeen Dynamic Allocation Inst Fund invests predominately in underlying funds that are actively managed, many by the adviser. It invests 30-50% in U.S. Stocks, 20-50% in Foreign Stocks, 10-30% in Bonds and Short-Term Investments and 5-20% in Real Assets.

 

Aberdeen Dynamic Allocation Inst (GMMIX) Fund Strength What we like about Aberdeen Dynamic Allocation Inst (GMMIX) Fund

Data for Aberdeen Dynamic Allocation Inst Fund (GMMIX) as of May 30, 2016

  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) management has been with Aberdeen Dynamic Allocation Inst Fund for 11.7 years
  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) has good mid-term performance (3-year return 3.51% vs 2.81% World Allocation category median performance)
  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) has good Long-term performance (5-year return 3.72% vs 3.40% World Allocation category median performance)
  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) ratio of up-years vs down years is greater than 2
  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) has an annual stock turnover rate of 40.49% vs World Allocation average of 877.79%. It is good that Aberdeen Dynamic Allocation Inst management does not trade extensively for its return.
  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.3, lower than category average of 8.6
  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) has a lower expense ratio than its World Allocation average: 0.25% vs 1.07%
  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Aberdeen Dynamic Allocation Inst Fund (GMMIX) Weakness What we are cautious about Aberdeen Dynamic Allocation Inst (GMMIX) Fund

Data for Aberdeen Dynamic Allocation Inst Fund (GMMIX) as of May 30, 2016

  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) has a less-than-ideal short-term performance (1-year return -5.02% vs -4.40% World Allocation category median performance)
  • Aberdeen Dynamic Allocation Inst Fund (GMMIX) has a Morningstar rating of 3 and below
See Aberdeen Dynamic Allocation Inst Fund (GMMIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen Dynamic Allocation Inst Fund (GMMIX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen Dynamic Allocation Inst1.14-5.023.513.72
AllianzGI Global Allocation D (AGADX)0.03-1.664.974.93Compare
American Funds Capital Income Bldr R6 (RIRGX)5.20-0.755.706.38Compare
Columbia Global Opportunities A (IMRFX)3.43-0.933.304.60Compare

See top fund managers for World Allocation Category Funds

 

Compare Aberdeen Dynamic Allocation Inst Fund (GMMIX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)0.72%-3.36%-1.46%

 

Graph of Aberdeen Dynamic Allocation Inst Fund (GMMIX) Net Asset TrackingAberdeen Dynamic Allocation Inst (GMMIX) Fund Net Asset

Track net asset change of Aberdeen Dynamic Allocation Inst fund (GMMIX)

DateNet Asset
05/2016$20.82M
03/2016$21.44M
02/2016$20.86M
More historic net asset information on Aberdeen Dynamic Allocation Inst Fund (GMMIX)

  

Graph of Aberdeen Dynamic Allocation Inst Fund (GMMIX) Portfolio TrackingAberdeen Dynamic Allocation Inst (GMMIX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen Dynamic Allocation Inst fund (GMMIX)

DateCashStockBondOther
04/201610.57%43.97%39.42%1.82%
02/201613.49%41.74%38.73%1.9%
01/201618.46%43.22%31.25%2.18%
Click here to see more historic asset allocation information on Aberdeen Dynamic Allocation Inst Fund (GMMIX)

 

graph of Aberdeen Dynamic Allocation Inst Fund (GMMIX) Top 10 Position TrackingTop 10 Holdings in Aberdeen Dynamic Allocation Inst (GMMIX) Fund

Discover what Aberdeen Dynamic Allocation Inst Fund (GMMIX) manager is buying

Apr 29, 2016
Nuveen Preferred Securities I [8.29%]
Aberdeen US Small Cap Equity Inst [7.35%]
Aberdeen Total Return Bond I [7.32%]
iShares Russell Mid-Cap [7.07%]
iShares 7-10 Year Treasury Bond [6.91%]
Eaton Vance Floating Rate I [6.31%]
iShares Core S&P 500 [6.17%]
WisdomTree Europe Hedged Equity ETF [6.01%]
iShares Cohen & Steers REIT [5.99%]
AQR Managed Futures Strategy I [5.83%]

Feb 28, 2016
Nuveen Preferred Securities I [8.11%]
WisdomTree Europe Hedged Equity ETF [7.93%]
iShares Russell Mid-Cap [7.5%]
Aberdeen US Small Cap Equity Inst [7.24%]
Aberdeen Total Return Bond I [7.23%]
iShares 7-10 Year Treasury Bond [7.02%]
AQR Managed Futures Strategy I [6.18%]
Eaton Vance Floating Rate I [6.16%]
iShares Cohen & Steers REIT [6.13%]
iShares Core S&P 500 [6.01%]

Jan 30, 2016
Nuveen Preferred Securities I [8.9%]
WisdomTree Europe Hedged Equity ETF [7.94%]
Aberdeen Small Cap Inst [7.24%]
iShares Russell Mid-Cap [7.13%]
Aberdeen Total Return Bond I [6.92%]
iShares Cohen & Steers REIT [5.97%]
Eaton Vance Floating Rate I [5.93%]
AQR Managed Futures Strategy I [5.79%]
iShares MSCI EAFE [5.12%]
iShares Core S&P 500 [4.9%]
Click here for Stock Holding Change Map in Aberdeen Dynamic Allocation Inst Fund (GMMIX)

  

Latest News on Aberdeen Dynamic Allocation Inst (GMMIX) Fund

See what is happening with Aberdeen Dynamic Allocation Inst Fund (GMMIX)

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Aberdeen Dynamic Allocation Inst Fund (GMMIX) Related ResourcesSee more information on Aberdeen Dynamic Allocation Inst (GMMIX) Fund

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