EGLRX - Aberdeen International Rl Estt Eq Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Aberdeen International Rl Estt Eq Instl

Aberdeen Funds

1735 Market Street, 32nd Floor

Philadelphia,PA 19103

866-667-9231
Management Information
Bruce C. Ebnother,Lead Manager since March 6, 2018
Mr. Bruce Ebnother joined the Alpine Woods Capital Investors, LLC in 2011 .Ebnother is Head of Global Real Estate Securities at UBS Global Asset Management. Prior to joining the Alpine Woods. he spent 15 years at UBS Global Asset Management as a Senior Portfolio Manager and Chief Investment Officer for Global Real Estate Securities. Mr. Ebnother earned his bachelor's degree in Brazilian Studies from Brown University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Real Estate
Fund FamilyAberdeen
Net Assets97.6M
YTD Return-16.17%
Yield2.65%
Morningstar Rating
Inception DateJan 31, 1989

Fund Operations

Last Dividend0.26
Last Cap Gain0.00
Holdings Turnover60.00%
Average for CategoryN/A

Fees & Expenses

ExpenseEGLRXCategory Average
Annual Report Expense Ratio (net)1.35%1.31%
Prospectus Net Expense Ratio1.37%N/A
Prospectus Gross Expense Ratio1.39%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.49%
3 Yr Expense Projection436N/A
5 Yr Expense Projection757N/A
10 Yr Expense Projection1,665N/A