Aberdeen Equity Long-Short B 5 Tower Bridge 300 Barr Harbor Drive, Suite 300 Map
Phone: 866-667-9231
| Category: | Long-Short | | Fund Family: | Aberdeen | | Net Assets: | 2.22M | | Year-to-Date Return: | -12.71% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-01 |
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Chris Baggini
Lead Manager since
29-Jun-04 | | | Chris began his career at Salomon Brothers in New York He also spent five years at First Metropolitan, a small investment company in New York. He also spent five years at Allied Investment Advisors in Baltimore, Maryland. He has 18 years of industry experience. Chris holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of companies that are organized under the laws of the United States, have their principal places of business in the United States, or whose stock is traded primarily in the United States. It may invest include common stock, preferred stock, securities convertible into common stock or securities with prices linked to the value of common stocks. The fund may invest in exchange-traded funds and derivatives. |
| Last Dividend
(21-Sep-07):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 609.00% | | Average for Category:
| 306.03% |
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| Expense | MLSBX | Category Avg | | Total Expense Ratio: | 3.29%
| 2.19% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.49% | | Max Deferred Sales Load: | 5.00%
| 2.14% | | 3 Yr Expense Projection*: |
$1,353 | $961 | | 5 Yr Expense Projection*: |
$2,002 | $1,671 | | 10 Yr Expense Projection*: |
$3,531 | $3,337 |
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