Aberdeen Gbl Small Fund Quote
| WPVAX Fund | USD 28.86 0.41 1.44% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Aberdeen Gbl is trading at 28.86 as of the 31st of January 2025; that is 1.44% increase since the beginning of the trading day. The fund's open price was 28.45. Aberdeen Gbl has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in equity securities of small non-U.S. companies. Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. As a non-fundamental policy, under normal market conditions, it will invest at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities of non-U.S. More on Aberdeen Gbl Small
Aberdeen Mutual Fund Highlights
| Fund Concentration | Aberdeen Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Aberdeen (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Aberdeen Gbl Small [WPVAX] is traded in USA and was established 31st of January 2025. Aberdeen Gbl is listed under Aberdeen category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Aberdeen family. This fund at this time has accumulated 167.03 M in net assets with no minimum investment requirementsAberdeen Gbl Small is currently producing year-to-date (YTD) return of 6.2% with the current yeild of 0.02%, while the total return for the last 3 years was -1.17%.
Check Aberdeen Gbl Probability Of Bankruptcy
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 Small 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 Small Mutual Fund Constituents
| ACES | ALPS Clean Energy | Etf | Miscellaneous Sector | |
| NICE | Nice Ltd ADR | Stock | Information Technology | |
| CYBR | CyberArk Software | Stock | Information Technology | |
| DNP | Dnp Select Income | Fund | Asset Management | |
| KRNT | Kornit Digital | Stock | Industrials | |
| KRRYF | Kerry Logistics Network | OTC Stock | US OTC Stock | |
| MTRN | Materion | Stock | Materials | |
| SIM | Grupo Simec SAB | Stock | Materials |
Aberdeen Gbl Small Risk Profiles
| Mean Deviation | 0.6218 | |||
| Semi Deviation | 0.7283 | |||
| Standard Deviation | 0.85 | |||
| Variance | 0.7225 |
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.
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