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Aberdeen US Equity Instl Svc (GXXIX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen US Equity Instl Svc (GXXIX) Fund

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Graph of Aberdeen US Equity Instl Svc Fund (GXXIX) ManagerFund Manager - Douglas Burtnick

Fund Manager Information

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

 

 

Aberdeen US Equity Instl Svc (GXXIX) Fund Strength What we like about Aberdeen US Equity Instl Svc (GXXIX) Fund

Data for Aberdeen US Equity Instl Svc Fund (GXXIX) as of May 30, 2016

  • Aberdeen US Equity Instl Svc Fund (GXXIX) management has been with Aberdeen US Equity Instl Svc Fund for 17.0 years
  • Asset base in Aberdeen US Equity Instl Svc Fund (GXXIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Aberdeen US Equity Instl Svc Fund (GXXIX) has an annual stock turnover rate of 16.92% vs Large Blend average of 53.12%. It is good that Aberdeen US Equity Instl Svc management does not trade extensively for its return.
  • Aberdeen US Equity Instl Svc Fund (GXXIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.28, lower than category average of 11.67
  • Aberdeen US Equity Instl Svc Fund (GXXIX) has a lower expense ratio than its Large Blend average: 0.99% vs 1.02%
  • Aberdeen US Equity Instl Svc Fund (GXXIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Aberdeen US Equity Instl Svc Fund (GXXIX) Weakness What we are cautious about Aberdeen US Equity Instl Svc (GXXIX) Fund

Data for Aberdeen US Equity Instl Svc Fund (GXXIX) as of May 30, 2016

  • Aberdeen US Equity Instl Svc Fund (GXXIX) has a less-than-ideal short-term performance (1-year return -1.30% vs -1.15% Large Blend category median performance)
  • Aberdeen US Equity Instl Svc Fund (GXXIX) has a less-than-ideal mid-term performance (3-year return 7.00% vs 9.43% Large Blend category median performance)
  • Aberdeen US Equity Instl Svc Fund (GXXIX) has a less-than-ideal Long-term performance (5-year return 7.76% vs 10.15% Large Blend category median performance)
  • Aberdeen US Equity Instl Svc Fund (GXXIX) ratio of up-years vs down years can be improved
  • Aberdeen US Equity Instl Svc Fund (GXXIX) has a Morningstar rating of 3 and below
  • Aberdeen US Equity Instl Svc Fund (GXXIX) is less safe compared to its Large Blend peers
See Aberdeen US Equity Instl Svc Fund (GXXIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen US Equity Instl Svc Fund (GXXIX)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 Instl Svc4.27-1.307.007.76
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 Instl Svc Fund (GXXIX)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 Instl Svc Fund (GXXIX) Net Asset TrackingAberdeen US Equity Instl Svc (GXXIX) Fund Net Asset

Track net asset change of Aberdeen US Equity Instl Svc fund (GXXIX)

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

  

Graph of Aberdeen US Equity Instl Svc Fund (GXXIX) Portfolio TrackingAberdeen US Equity Instl Svc (GXXIX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen US Equity Instl Svc fund (GXXIX)

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 Instl Svc Fund (GXXIX)

 

graph of Aberdeen US Equity Instl Svc Fund (GXXIX) Top 10 Position TrackingTop 10 Holdings in Aberdeen US Equity Instl Svc (GXXIX) Fund

Discover what Aberdeen US Equity Instl Svc Fund (GXXIX) 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 Instl Svc Fund (GXXIX)

  

Latest News on Aberdeen US Equity Instl Svc (GXXIX) Fund

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Aberdeen US Equity Instl Svc Fund (GXXIX) Related ResourcesSee more information on Aberdeen US Equity Instl Svc (GXXIX) Fund

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