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Aberdeen Global Equity R (GWLRX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen Global Equity R (GWLRX) Fund

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Graph of Aberdeen Global Equity R Fund (GWLRX) ManagerFund Manager - Stephen Docherty

Fund Manager Information

Fund Manager Tenure: 10.5 years
Similar Funds: GWLIX 
Fund Family: Aberdeen
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)

 

Graph of Aberdeen Global Equity R Fund (GWLRX) ProfileAberdeen Global Equity R Fund (GWLRX) Profile

Fund Profile and Description

Aberdeen Global Equity R Fund seeks long term capital growth. Aberdeen Global Equity R Fund invests at least 80% of assets in equity securities of companies throughout the world. It invests significantly in companies organized or having their principal place of business outside the United States or doing a substantial amount of business outside the United States. Aberdeen Global Equity R Fund may also invest in companies of emerging market countries. It is non-diversified.

 

Aberdeen Global Equity R (GWLRX) Fund Strength What we like about Aberdeen Global Equity R (GWLRX) Fund

Data for Aberdeen Global Equity R Fund (GWLRX) as of May 30, 2016

  • Aberdeen Global Equity R Fund (GWLRX) management has been with Aberdeen Global Equity R Fund for 10.5 years
  • Aberdeen Global Equity R Fund (GWLRX) ratio of up-years vs down years is greater than 2
  • Aberdeen Global Equity R Fund (GWLRX) has an annual stock turnover rate of 31.45% vs World Stock average of 47.65%. It is good that Aberdeen Global Equity R management does not trade extensively for its return.

Aberdeen Global Equity R Fund (GWLRX) Weakness What we are cautious about Aberdeen Global Equity R (GWLRX) Fund

Data for Aberdeen Global Equity R Fund (GWLRX) as of May 30, 2016

  • Aberdeen Global Equity R Fund (GWLRX) has a less-than-ideal short-term performance (1-year return -10.69% vs -5.49% World Stock category median performance)
  • Aberdeen Global Equity R Fund (GWLRX) has a less-than-ideal mid-term performance (3-year return -1.81% vs 5.54% World Stock category median performance)
  • Aberdeen Global Equity R Fund (GWLRX) has a less-than-ideal Long-term performance (5-year return 0.94% vs 5.54% World Stock category median performance)
  • Aberdeen Global Equity R Fund (GWLRX) has a Morningstar rating of 3 and below
  • Aberdeen Global Equity R Fund (GWLRX) is less safe compared to its World Stock peers
  • Aberdeen Global Equity R Fund (GWLRX) does not have a good risk adjusted return as its 3-year Alpha of -2.04 is worse than category average of 5.14, and its 3-year Sharpe ratio is -0.09
  • Aberdeen Global Equity R Fund (GWLRX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.36 that is higher than category average of 12.23
  • Aberdeen Global Equity R Fund (GWLRX) has a higher expense ratio of 1.87% than its World Stock average of 1.28%
  • Even though Aberdeen Global Equity R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Aberdeen Global Equity R Fund (GWLRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen Global Equity R Fund (GWLRX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen Global Equity R3.71-10.69-1.810.94
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Aberdeen Global Equity R Fund (GWLRX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Aberdeen Global Equity R Fund (GWLRX) Net Asset TrackingAberdeen Global Equity R (GWLRX) Fund Net Asset

Track net asset change of Aberdeen Global Equity R fund (GWLRX)

DateNet Asset
05/2016$93.14M
03/2016$94.34M
02/2016$86.66M
More historic net asset information on Aberdeen Global Equity R Fund (GWLRX)

  

Graph of Aberdeen Global Equity R Fund (GWLRX) Portfolio TrackingAberdeen Global Equity R (GWLRX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen Global Equity R fund (GWLRX)

DateCashStockBondOther
04/20163.37%96.63%0%0%
03/20164.57%95.43%0%0%
01/20163.14%96.27%0%0%
Click here to see more historic asset allocation information on Aberdeen Global Equity R Fund (GWLRX)

 

graph of Aberdeen Global Equity R Fund (GWLRX) Top 10 Position TrackingTop 10 Holdings in Aberdeen Global Equity R (GWLRX) Fund

Discover what Aberdeen Global Equity R Fund (GWLRX) manager is buying

Apr 29, 2016
EOG Resources, Inc. Common Stoc [3.94%]
NOVARTIS AG BASL [3.59%]
ROCHE HLDG AG DIV RT [3.57%]
CVS Health Corporation Common S [3.25%]
British American Tobacco PLC [3.13%]
JAPAN TOBACCO [2.97%]
Samsung Electronics Co Ltd GDR 144A [2.93%]
Pepsico, Inc. Common Stock [2.86%]
Oracle Corporation Common Stock [2.86%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [2.73%]

Mar 30, 2016
ROCHE HLDG AG DIV RT [3.49%]
EOG Resources, Inc. Common Stoc [3.46%]
NOVARTIS AG BASL [3.42%]
CVS Health Corporation Common S [3.36%]
Samsung Electronics Co Ltd GDR 144A [3.11%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [3.03%]
British American Tobacco PLC [3.01%]
Oracle Corporation Common Stock [2.94%]
JAPAN TOBACCO [2.93%]
Pepsico, Inc. Common Stock [2.85%]

Jan 30, 2016
EOG Resources, Inc. Common Stoc [3.79%]
ROCHE HLDG AG DIV RT [3.6%]
CVS Health Corporation Common S [3.49%]
Taiwan Semiconductor Manufacturing Co Ltd ADR [3.41%]
British American Tobacco PLC [3.16%]
Pepsico, Inc. Common Stock [3.08%]
NOVARTIS AG BASL [3.06%]
JAPAN TOBACCO [3.03%]
Samsung Electronics Co Ltd GDR 144A [2.96%]
Oracle Corporation Common Stock [2.91%]
Click here for Stock Holding Change Map in Aberdeen Global Equity R Fund (GWLRX)

  

Latest News on Aberdeen Global Equity R (GWLRX) Fund

See what is happening with Aberdeen Global Equity R Fund (GWLRX)

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Aberdeen Global Equity R Fund (GWLRX) Related ResourcesSee more information on Aberdeen Global Equity R (GWLRX) Fund

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