Aberdeen:Equity L-S;C (MLSCX.O)

At A Glance

You hold MLSCX.O in 0 portfolios

Net Asset Value

8.28USD

 -0.02 -0.24%

05/23/2013

Category
US Diversified Equity
YTD Return (Cumulative)
 4.81%
Classification
Long/Short Equity
5 Year Return (Annualized)
 0.24%
Manager Benchmark
Lipper Long/Short Eq IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since August, 2003 »

 MLSCX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date12/31/1997
Portfolio Turnover48%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Aberdeen Asset Management Inc
1735 Market Street
Philadelphia, PA 19103

Fees, Expenses, & Minimums

Load TypeLevel
Total Expense Ratio2.36%
Max 12b-1 Fee Ratio1.0x
Early Redemption Fee2.00%
Initial Investment$1,000
Subsequent Investments$50
Initial IRA Investments$1,000
Subsequent IRA Investments$50

Investment Strategy

The Fund seeks long-term capital appreciation and a total return greater than that of the S&P 500 Index, by investing primarily in swaps on the Index and taking long and short positions in the equity securities of publicly-traded U.S. companies.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
95
Consistent Return
 
94
Capital Preservation
 
10235
Low Expense
 
23
Tax Efficiency (U.S. only)
 
95

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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