Aberdeen Gbl Eq Fund Quote
| GWLIX Fund | USD 12.51 0.10 0.81% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Aberdeen Gbl is trading at 12.51 as of the 22nd of November 2024; that is 0.81 percent up since the beginning of the trading day. The fund's open price was 12.41. Aberdeen Gbl has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Aberdeen Gbl Eq are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund will invest primarily in common stocks, but may also invest in other types of equity securities, including, but not limited to, preferred stock and depositary receipts. As a non-fundamental policy, under normal circumstances, it invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies. More on Aberdeen Gbl Eq
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Aberdeen Mutual Fund Highlights
| Fund Concentration | Aberdeen Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Aberdeen (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Aberdeen Gbl Eq [GWLIX] is traded in USA and was established 22nd of November 2024. Aberdeen Gbl is listed under Aberdeen category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Aberdeen family. This fund currently has accumulated 33.97 M in assets under management (AUM) with minimum initial investment of 1000 K. Aberdeen Gbl Eq is currently producing year-to-date (YTD) return of 2.09% with the current yeild of 0.01%, while the total return for the last 3 years was -1.31%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aberdeen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aberdeen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aberdeen Gbl Eq Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aberdeen Gbl Eq Mutual Fund Constituents
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| SHECF | Shin Etsu Chemical Co | Pink Sheet | Chemicals | |
| ORCL | Oracle | Stock | Information Technology | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| PRGO | Perrigo Company PLC | Stock | Health Care | |
| SLB | Schlumberger NV | Stock | Energy | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials |
Aberdeen Gbl Eq Risk Profiles
| Mean Deviation | 0.6371 | |||
| Standard Deviation | 0.8216 | |||
| Variance | 0.6751 | |||
| Risk Adjusted Performance | (0.07) |
Aberdeen Gbl Against Markets
Other Information on Investing in Aberdeen Mutual Fund
Aberdeen Gbl financial ratios help investors to determine whether Aberdeen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aberdeen with respect to the benefits of owning Aberdeen Gbl security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |