Morningstar

abrdn US Small Cap Equity A GSXAX

Morningstar Medalist Rating
Medalist Rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 33.87  /  +0.30 %
  • Total Assets 349.9 Mil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 30%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis GSXAX

Will GSXAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSXAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GSXAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GSXAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit abrdn US Small Cap Equity A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GSXAX

More GSXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wintrust Financial Corp

3.10 11.1 Mil
Financial Services

WSFS Financial Corp

3.05 10.9 Mil
Financial Services

Merit Medical Systems Inc

3.02 10.8 Mil
Healthcare

Parsons Corp

2.98 10.7 Mil
Technology

Integer Holdings Corp

2.92 10.5 Mil
Healthcare

Seacoast Banking Corp of Florida

2.78 9.9 Mil
Financial Services

Q2 Holdings Inc

2.78 9.9 Mil
Technology

Donnelley Financial Solutions Inc

2.64 9.5 Mil
Technology

Graphic Packaging Holding Co

2.59 9.3 Mil
Consumer Cyclical

Ligand Pharmaceuticals Inc

2.56 9.2 Mil
Healthcare

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