Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund (GUECX)
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Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund
Aberdeen Funds
1735 Market Street, 32nd Floor
Philadelphia,PA 19103
866-667-9231
Management information
Jason Kotik,Lead manager since 28 February 2016
Jason Kotik is an Investment Director on the North American Equity team at Aberdeen Standard Investments. Jason is responsible for the co-management of client portfolios. Specifically, Jason is a fund manager on our US small cap investment strategy, which he has led since the composite was initiated. Jason joined Aberdeen Asset Management in 2007 following the acquisition of Nationwide Financial Services. Previously, Jason worked at Allied Investment Advisors and T. Rowe Price. Jason graduated from the University of Delaware and earned an MBA from Johns Hopkins University. He is a CFA charterholder.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Growth
Fund familyAberdeen
Net assets2.58M
YTD return4.72%
Yield0.00%
Morningstar rating★★★
Inception date28 Feb 2016
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover49.30%
Average for categoryN/A
Fees and expenses
ExpenseGUECXCategory average
Annual report expense ratio (net)2.00%1.09%
Prospectus net expense ratio2.00%N/A
Prospectus gross expense ratio11.05%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.36%
Max deferred sales load1.00%1.27%
3-yr expense projection2,344N/A
5-yr expense projection4,233N/A
10-yr expense projection8,043N/A
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