Aberdeen US Equity B 1735 Market Street 32nd Floor Map
Phone: 866-667-9231
| Category: | Large Growth | | Fund Family: | Aberdeen | | Net Assets: | 2.96M | | Year-to-Date Return: | 28.88% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-00 |
|
Chris Baggini
Lead Manager since
29-Sep-00 | | | Baggini is a senior investment manager on the U.S. equity team. He joined Aberdeen in 2007 following the acquisition of Nationwide Financial Services? equity investment management team, where he had served as a senior portfolio manager since 2000. Baggini previously managed institutional portfolios and two mutual funds at Allied Investment Advisors. Prior to that, he managed equity investments with First Metropolitan. Baggini holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities of U.S. Companies. The Fund defines U.S. Companies as those that are organized under the laws of the United States, have a principal place of business in the United States, or have stock that trades primarily in the United States. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(21-Dec-07):
| 1.76 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
|
| Expense | GXXBX | Category Avg | | Total Expense Ratio: | 2.21%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 1,065 | $658 | | 5 Yr Expense Projection*: |
$ 1,533 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,652 | $2,035 |
|
|