Mutual Funds - Profile

Aberdeen US Mid Cap Equity Fund

US > Mid-Cap > Core

Status

Inactive Fund

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The fundamental, bottom-up investment process starts by identifying companies that exhibit attractive valuations and improving prospects.

The research team includes companies based on their long-term growth outlook. The entire investment process combines quantitative and qualitative analysis to balance return with risk management.

The investment team also considers environmental, social and governance (ESG) factors when assessing investment opportunities and this analysis forms an integral part of the quality rating for all companies. 

More

Price

  • Last Close
  • $17.56
    +0
  • 52 Week HL
  • $17.59 - $9.64
  • Net Assets
  • $2.58 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Dec 31, 2020

Company Holding
NICE Ltd 3.3
Burlington Stores 3.3
Tmx Group 3.2
Horizon Therpeutics 3.2
Globus Medical 3.1
Company Holding
Tetra Tech 3.1
Teleflex Incorporated 3.1
EPAM Systems 3.1
CyberArk Software 3.0
Chegg Inc 2.9
Total 31.3%

Manager

  • Name
  • Jason Kotik
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
4.7 % YTD

  • 3 Year
  • 62.44%
  • 5 Year
  • 84.66%
  • Best
  • 28.01%
    2017
  • Worst
  • -11.19%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
GUERX 20%15%28%-11%17%12%-4%11%33%15%-3%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.7% -17.4% 14.5% -2% 6.9% - - - - - -
Q2 - 24.9% 4.2% 3.3% 4.1% 2.8% - - - - -
Q3 - 8.8% 1.8% 3.1% 2.8% 2.7% - - - - -
Q4 - 10.6% 1.4% -13.2% 11.3% 1.8% - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -2.8% 7.7% - - - - - - - - - -
2020 1.7% -7.7% -12% 13.5% 9.4% 0.6% 6% 5.2% -2.4% -0.3% 10.9% 0.1%

Annual Return

Index Comparison

Alpha

NAV