The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of companies that are organized under the laws of, or have their principal office in the United States, have their principal securities trading market in the United States, alone or on a consolidated basis derive the highest concentration of their annual revenue or earnings or assets from goods produced, sales made or services performed in the United States; and/or issue securities denominated in the currency of the United States.
Fund filings (PDF) »

Asset managers:
Jason Kotik (Started: Dec 31, 2000)
Ralph Bassett (Started: Dec 31, 2007)
Francis Radano, III (Started: Dec 31, 1999)
Paul Atkinson (Started: Dec 31, 2007)
Douglas Burtnick (Started: Dec 31, 2002)

Advisor Company:
Aberdeen Asset Management Inc.
Fund family reports on Morningstar »

	1 year	3 years	5 years	10 years
Alpha*	-3.67	-2.30	-0.64	1.59
Beta*	0.52	0.41	0.28	0.32
Mean annual return	0.39	0.27	0.12	0.46
R-squared*	86.31	88.07	62.00	52.04
Standard deviation	5.67	6.57	6.69	6.46
Sharpe ratio	0.81	0.47	0.18	0.59
* Against standard index

Risk measurement details »

Security	Net Assets
Pfizer Inc (PFE)	3.07%
Kraft Foods Group Inc (KRFT)	2.69%
Praxair, Inc. (PX)	2.51%
ITC Holdings Corp (ITC)	2.46%
Comcast Corp Class A (CMCSA)	2.44%
Chevron Corp (CVX)	2.40%
EMC Corporation (EMC)	2.40%
Northrop Grumman Corp (NOC)	2.38%
Target Corp (TGT)	2.30%
Johnson & Johnson (JNJ)	2.21%

Holdings Performance »