Aberdeen US Equity Fund

Scorecard
2 / 5 Stars
Lipper
1 1 4 3 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.56 percent over the past year, 11.72 percent over the past three years, 14.27 percent over the past five years, and 6.41 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.6%
1 Year 18.6%
3 Years (Annualized) 11.7%
5 Years (Annualized) 14.3%
10 Years (Annualized) 6.4%

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Summary

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.

Fees

Fees are Above Average compared to funds in the same category.
Aberdeen US Equity Fund has an expense ratio of 1.90 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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