Aberdeen US Equity Instl Svc
Aberdeen Funds1735 Market Street, 32nd FloorPhiladelphia,PA 19103
Map
Phone: 866-667-9231
| Category: | Large Growth | | Fund Family: | Aberdeen | | Net Assets: | 394.36M | | Year-to-Date Return: | 6.10% | | Yield: | 0.97% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 29, 2000 |
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Paul Atkinson
Lead Manager since Dec 30, 2007 | | | Paul Atkinson is Head of the US Equity Team. Paul joined Aberdeen in 1998 from UBS Ltd., where he was a director in its equity derivatives business. Paul previously worked for Prudential-Bache Ltd in a similar role. Paul graduated with a BSc Econ Hons from Cardiff University and was awarded a MSc Fin from Birkbeck College, University of London. |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation.
The fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in U.S. equity securities. Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. It will usually invest in securities with a market capitalization of $2 billion and above at the time of purchase. |
| Last Dividend
(Mar 14, 2013)
:
| 0.01 | | Last Cap Gain
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| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 27.95% | | Average for Category: | 61.12% |
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| Expense | GXXIX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.90% | 1.24% | | Prospectus Net Expense Ratio: | 0.90% | N/A | | Prospectus Gross Expense Ratio: | 1.16% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 343 | 579 | | 5 Yr Expense Projection*: | 613 | 913 | | 10 Yr Expense Projection*: | 1,386 | 1,832 |
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0.11(0.90%) May 22