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Aberdeen US Equity A (GXXAX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen US Equity A (GXXAX) Fund

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Graph of Aberdeen US Equity A Fund (GXXAX) ManagerFund Manager - Douglas Burtnick

Fund Manager Information

Fund Manager Tenure: 17.0 years
Similar Funds: GXXCX  GXXIX 
Fund Family: Aberdeen
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)

 

Graph of Aberdeen US Equity A Fund (GXXAX) ProfileAberdeen US Equity A Fund (GXXAX) Profile

Fund Profile and Description

Aberdeen US Equity A Fund seeks long-term capital appreciation. Aberdeen US Equity A Fund invests at least 80% of assets in equity securities of U.S. companies. Aberdeen US Equity A Fund defines U.S. companies as those that are organized under the laws of the United States, have a principal place of business in the United States, or have stock that trades primarily in the United States.

 

Aberdeen US Equity A (GXXAX) Fund Strength What we like about Aberdeen US Equity A (GXXAX) Fund

Data for Aberdeen US Equity A Fund (GXXAX) as of May 30, 2016

  • Aberdeen US Equity A Fund (GXXAX) management has been with Aberdeen US Equity A Fund for 17.0 years
  • Asset base in Aberdeen US Equity A Fund (GXXAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Aberdeen US Equity A Fund (GXXAX) has an annual stock turnover rate of 16.92% vs Large Blend average of 53.12%. It is good that Aberdeen US Equity A management does not trade extensively for its return.
  • Aberdeen US Equity A Fund (GXXAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.32, lower than category average of 11.67

Aberdeen US Equity A Fund (GXXAX) Weakness What we are cautious about Aberdeen US Equity A (GXXAX) Fund

Data for Aberdeen US Equity A Fund (GXXAX) as of May 30, 2016

  • Aberdeen US Equity A Fund (GXXAX) has a less-than-ideal short-term performance (1-year return -1.51% vs -1.15% Large Blend category median performance)
  • Aberdeen US Equity A Fund (GXXAX) has a less-than-ideal mid-term performance (3-year return 6.78% vs 9.43% Large Blend category median performance)
  • Aberdeen US Equity A Fund (GXXAX) has a less-than-ideal Long-term performance (5-year return 7.53% vs 10.15% Large Blend category median performance)
  • Aberdeen US Equity A Fund (GXXAX) ratio of up-years vs down years can be improved
  • Aberdeen US Equity A Fund (GXXAX) has a Morningstar rating of 3 and below
  • Aberdeen US Equity A Fund (GXXAX) is less safe compared to its Large Blend peers
  • Aberdeen US Equity A Fund (GXXAX) has a higher expense ratio of 1.17% than its Large Blend average of 1.02%
  • Aberdeen US Equity A Fund (GXXAX) carries a 5.75% load
See Aberdeen US Equity A Fund (GXXAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen US Equity A Fund (GXXAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen US Equity A4.13-1.516.787.53
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Aberdeen US Equity A Fund (GXXAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Aberdeen US Equity A Fund (GXXAX) Net Asset TrackingAberdeen US Equity A (GXXAX) Fund Net Asset

Track net asset change of Aberdeen US Equity A fund (GXXAX)

DateNet Asset
05/2016$355.04M
03/2016$352.88M
02/2016$329.56M
More historic net asset information on Aberdeen US Equity A Fund (GXXAX)

  

Graph of Aberdeen US Equity A Fund (GXXAX) Portfolio TrackingAberdeen US Equity A (GXXAX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen US Equity A fund (GXXAX)

DateCashStockBondOther
04/20161.59%98.41%0%0%
03/20162.09%97.91%0%0%
01/20160.67%99.33%0%0%
Click here to see more historic asset allocation information on Aberdeen US Equity A Fund (GXXAX)

 

graph of Aberdeen US Equity A Fund (GXXAX) Top 10 Position TrackingTop 10 Holdings in Aberdeen US Equity A (GXXAX) Fund

Discover what Aberdeen US Equity A Fund (GXXAX) manager is buying

Apr 29, 2016
Visa Inc. [3.95%]
M&T Bank Corporation Common Sto [3.6%]
CVS Health Corporation Common S [3.41%]
Charles Schwab Corporation (The [3.27%]
PVH Corp. Common Stock [3.16%]
Intercontinental Exchange Inc. [2.98%]
EOG Resources, Inc. Common Stoc [2.95%]
Caseys General Stores, Inc. [2.95%]
PAREXEL International Corporati [2.84%]
Oracle Corporation Common Stock [2.79%]

Mar 30, 2016
Visa Inc. [3.92%]
CVS Health Corporation Common S [3.53%]
M&T Bank Corporation Common Sto [3.39%]
PVH Corp. Common Stock [3.28%]
Charles Schwab Corporation (The [3.23%]
Caseys General Stores, Inc. [2.99%]
Intercontinental Exchange Inc. [2.92%]
PAREXEL International Corporati [2.92%]
Cognizant Technology Solutions [2.89%]
Oracle Corporation Common Stock [2.87%]

Jan 30, 2016
Visa Inc. [4.03%]
Oracle Corporation Common Stock [3.6%]
M&T Bank Corporation Common Sto [3.55%]
CVS Health Corporation Common S [3.46%]
Intercontinental Exchange Inc. [3.46%]
PAREXEL International Corporati [3.14%]
Charles Schwab Corporation (The [3.1%]
Caseys General Stores, Inc. [3.09%]
Cognizant Technology Solutions [3.07%]
PVH Corp. Common Stock [2.91%]
Click here for Stock Holding Change Map in Aberdeen US Equity A Fund (GXXAX)

  

Latest News on Aberdeen US Equity A (GXXAX) Fund

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Aberdeen US Equity A Fund (GXXAX) Related ResourcesSee more information on Aberdeen US Equity A (GXXAX) Fund

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