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Aberdeen Global Small Cap R (WPVAX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen Global Small Cap R (WPVAX) Fund

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Graph of Aberdeen Global Small Cap R Fund (WPVAX) ManagerFund Manager - Stephen Docherty

Fund Manager Information

Fund Manager Tenure: 9.6 years
Fund Family: Aberdeen
Fund Category: Foreign Small/Mid Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.34)     (What does this score mean?)

 

Graph of Aberdeen Global Small Cap R Fund (WPVAX) ProfileAberdeen Global Small Cap R Fund (WPVAX) Profile

Fund Profile and Description

Aberdeen Global Small Cap R Fund seeks long-term growth of capital. Aberdeen Global Small Cap R Fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in equity securities of small companies from a broad range of countries, including the U.S. and at least 30% of assets in non-U.S. companies under normal market conditions. It considers a “small” company to be one whose market capitalization is within the range of capitalizations of companies in the MSCI World Small Cap Index. Aberdeen Global Small Cap R Fund invests in securities from at least three different countries.

 

Aberdeen Global Small Cap R (WPVAX) Fund Strength What we like about Aberdeen Global Small Cap R (WPVAX) Fund

Data for Aberdeen Global Small Cap R Fund (WPVAX) as of May 30, 2016

  • Aberdeen Global Small Cap R Fund (WPVAX) management has been with Aberdeen Global Small Cap R Fund for 9.6 years
  • Aberdeen Global Small Cap R Fund (WPVAX) has an annual stock turnover rate of 12.11% vs Foreign Small/Mid Growth average of 72.60%. It is good that Aberdeen Global Small Cap R management does not trade extensively for its return.

Aberdeen Global Small Cap R Fund (WPVAX) Weakness What we are cautious about Aberdeen Global Small Cap R (WPVAX) Fund

Data for Aberdeen Global Small Cap R Fund (WPVAX) as of May 30, 2016

  • Aberdeen Global Small Cap R Fund (WPVAX) has a less-than-ideal short-term performance (1-year return -5.00% vs -3.20% Foreign Small/Mid Growth category median performance)
  • Aberdeen Global Small Cap R Fund (WPVAX) has a less-than-ideal mid-term performance (3-year return 1.31% vs 4.93% Foreign Small/Mid Growth category median performance)
  • Aberdeen Global Small Cap R Fund (WPVAX) has a less-than-ideal Long-term performance (5-year return 4.67% vs 5.05% Foreign Small/Mid Growth category median performance)
  • Aberdeen Global Small Cap R Fund (WPVAX) ratio of up-years vs down years can be improved
  • Aberdeen Global Small Cap R Fund (WPVAX) has a Morningstar rating of 3 and below
  • Aberdeen Global Small Cap R Fund (WPVAX) is less safe compared to its Foreign Small/Mid Growth peers
  • Aberdeen Global Small Cap R Fund (WPVAX) does not have a good risk adjusted return as its 3-year Alpha of 1.12 is worse than category average of 4.46, and its 3-year Sharpe ratio is 0.16
  • Aberdeen Global Small Cap R Fund (WPVAX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.24 that is higher than category average of 12.12
  • Aberdeen Global Small Cap R Fund (WPVAX) has a higher expense ratio of 1.90% than its Foreign Small/Mid Growth average of 1.52%
  • Even though Aberdeen Global Small Cap R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Aberdeen Global Small Cap R Fund (WPVAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen Global Small Cap R Fund (WPVAX)Compare with other top Foreign Small/Mid Growth category mutual funds

Aadditional top Foreign Small/Mid Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen Global Small Cap R3.17-5.001.314.67
AllianzGI International Small-Cap D (ALODX)14.7512.8813.148.05Compare
Fidelity Series International Sm Cap F (FFSTX)0.46-1.997.377.10Compare
Oppenheimer International Small Co A (OSMAX)1.934.6413.9711.31Compare

See top fund managers for Foreign Small/Mid Growth Category Funds

 

Graph of Aberdeen Global Small Cap R Fund (WPVAX) Net Asset TrackingAberdeen Global Small Cap R (WPVAX) Fund Net Asset

Track net asset change of Aberdeen Global Small Cap R fund (WPVAX)

DateNet Asset
05/2016$71.58M
03/2016$76.57M
02/2016$71.82M
More historic net asset information on Aberdeen Global Small Cap R Fund (WPVAX)

  

Graph of Aberdeen Global Small Cap R Fund (WPVAX) Portfolio TrackingAberdeen Global Small Cap R (WPVAX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen Global Small Cap R fund (WPVAX)

DateCashStockBondOther
04/20162.27%95.54%0%2.19%
03/20162.08%95.91%0%2.01%
01/20161.75%96.3%0%1.95%
Click here to see more historic asset allocation information on Aberdeen Global Small Cap R Fund (WPVAX)

 

graph of Aberdeen Global Small Cap R Fund (WPVAX) Top 10 Position TrackingTop 10 Holdings in Aberdeen Global Small Cap R (WPVAX) Fund

Discover what Aberdeen Global Small Cap R Fund (WPVAX) manager is buying

Apr 29, 2016
Embotelladora Andina SA [4.04%]
BARRY CALLEBAUT AG R [3.09%]
KABA HLDG AG RUEM [3%]
ODONTOPREV ON NM [2.88%]
Clicks Group Ltd [2.8%]
Raffles Medical Group Ltd [2.66%]
Castrol India Ltd [2.56%]
Weir Group PLC [2.41%]
DECHRA PHARMACLTS [2.34%]
Iguatemi Empresa de Shopping Centers SA [2.34%]

Mar 30, 2016
Embotelladora Andina SA [3.74%]
ODONTOPREV ON ED NM [3.1%]
KABA HLDG AG RUEM [3%]
BARRY CALLEBAUT AG R [2.91%]
Raffles Medical Group Ltd [2.58%]
Clicks Group Ltd [2.56%]
DECHRA PHARMACLTS [2.54%]
Castrol India Ltd [2.45%]
Fuchs Petrolub SE [2.44%]
Symrise AG [2.41%]

Jan 30, 2016
BARRY CALLEBAUT AG R [3.09%]
Castrol India Ltd [2.84%]
Embotelladora Andina SA [2.76%]
Odontoprev SA [2.66%]
Raffles Medical Group Ltd [2.48%]
Caseys General Stores, Inc. [2.44%]
Clicks Group Ltd [2.4%]
RBC Bearings Incorporated [2.39%]
KABA HLDG AG RUEM [2.37%]
Jones Lang LaSalle Incorporated [2.36%]
Click here for Stock Holding Change Map in Aberdeen Global Small Cap R Fund (WPVAX)

  

Latest News on Aberdeen Global Small Cap R (WPVAX) Fund

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Aberdeen Global Small Cap R Fund (WPVAX) Related ResourcesSee more information on Aberdeen Global Small Cap R (WPVAX) Fund

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