Aberdeen Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-9.7011.1722.81-11.5210.24
    Category Average-7.907.6826.66-11.159.46
    Assets for Each Yr*12.7313.5715.119.859.03
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.24 5.56 1.96

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,031 mil $1,000 12.88 87.12
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 14.82 1.38 Above Avg
    International Stock 3.7 62.65 1.67 Above Avg
    Municipal Bond 1.9 13.69 0.80 Average
    Taxable Bond 2.9 5.02 1.09 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Aberdeen US Multi-Ca Jason Kotik 16.40
    Aberdeen Focused US Jason Kotik 13.40
    Aberdeen Emerging Ma Mark Gordon-James 11.80
    Aberdeen Global Equi Jamie Cumming 10.30
    Aberdeen Internation Jamie Cumming 10.30

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Aberdeen Global Equi Dominic Byrne 0.60
    Aberdeen Select Inte Dominic Byrne 0.60
    Aberdeen Internation Jon Stewart 1.00
    Aberdeen Realty Inco Svitlana Gubriy 1.30
    Aberdeen Income Buil Brian Fox 1.50