Aberdeen Gbl Small Fund Quote
| WVCCX Fund | USD 27.33 0.37 1.37% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Aberdeen Gbl is trading at 27.33 as of the 24th of April 2024; that is 1.37 percent increase since the beginning of the trading day. The fund's open price was 26.96. Aberdeen Gbl has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Aberdeen Gbl Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in equity securities of small non-U.S. companies. Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. As a non-fundamental policy, under normal market conditions, it will invest at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities of non-U.S. More on Aberdeen Gbl Small
Moving together with Aberdeen Mutual Fund
| 0.91 | MLSAX | Aberdeen Eq Long | PairCorr |
| 0.9 | GEGAX | Aberdeen Emerging Markets | PairCorr |
| 0.91 | GEGCX | Aberdeen Emerging Markets | PairCorr |
| 0.86 | GEMRX | Aberdeen Emerging Markets | PairCorr |
| 0.89 | GWLIX | Aberdeen Gbl Eq | PairCorr |
| 0.89 | GWLRX | Aberdeen Gbl Eq | PairCorr |
Aberdeen Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Aberdeen Gbl's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Aberdeen Gbl or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Aberdeen Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Aberdeen (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Aberdeen Gbl Small [WVCCX] is traded in USA and was established 24th of April 2024. Aberdeen Gbl is listed under Aberdeen category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Aberdeen family. This fund at this time has accumulated 167.03 M in net assets with no minimum investment requirementsAberdeen Gbl Small is currently producing year-to-date (YTD) return of 3.93% with the current yeild of 0.01%, while the total return for the last 3 years was -7.52%.
Check Aberdeen Gbl Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aberdeen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aberdeen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aberdeen Gbl Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aberdeen Gbl Small Mutual Fund Constituents
| ACES | ALPS Clean Energy | Etf | Miscellaneous Sector |
| CYBR | CyberArk Software | Stock | Information Technology |
| DNP | Dnp Select Income | Fund | Asset Management |
| KRNT | Kornit Digital | Stock | Industrials |
| KRRYF | Kerry Logistics Network | OTC Stock | US OTC Stock |
| MTRN | Materion | Stock | Materials |
| SIM | Grupo Simec SAB | Stock | Materials |
Aberdeen Gbl Target Price Odds Analysis
Based on a normal probability distribution, the odds of Aberdeen Gbl jumping above the current price in 90 days from now is about 75.17%. The Aberdeen Gbl Small probability density function shows the probability of Aberdeen Gbl mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0436. This entails Aberdeen Gbl Small market returns are sensitive to returns on the market. As the market goes up or down, Aberdeen Gbl is expected to follow. Additionally, aberdeen Gbl Small has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Aberdeen Gbl to move above the current price in 90 days from now is about 75.17 (This Aberdeen Gbl Small probability density function shows the probability of Aberdeen Mutual Fund to fall within a particular range of prices over 90 days) .
Aberdeen Gbl Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Aberdeen Gbl market risk premium is the additional return an investor will receive from holding Aberdeen Gbl long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Aberdeen Gbl. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Aberdeen Gbl's alpha and beta are two of the key measurements used to evaluate Aberdeen Gbl's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6025 | |||
| Semi Deviation | 0.7062 | |||
| Standard Deviation | 0.7803 | |||
| Variance | 0.6089 |
Aberdeen Gbl Against Markets
Picking the right benchmark for Aberdeen Gbl mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Aberdeen Gbl mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Aberdeen Gbl is critical whether you are bullish or bearish towards Aberdeen Gbl Small at a given time. Please also check how Aberdeen Gbl's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Aberdeen Gbl without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Aberdeen Mutual Fund?
Before investing in Aberdeen Gbl, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Aberdeen Gbl. To buy Aberdeen Gbl fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Aberdeen Gbl. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Aberdeen Gbl fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Aberdeen Gbl Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Aberdeen Gbl Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Aberdeen Gbl Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Aberdeen Gbl Small?
The danger of trading Aberdeen Gbl Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Aberdeen Gbl is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Aberdeen Gbl. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Aberdeen Gbl Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Aberdeen Gbl Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Aberdeen Gbl Small information on this page should be used as a complementary analysis to other Aberdeen Gbl's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.