Morningstar

abrdn U.S. Small Cap Equity Fund Class A GSXAX

Morningstar Medalist Rating
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Medalist Rating as of See abrdn Investment Hub
  • NAV / 1-Day Return $45.17  /  +0.87 %
  • Fund Size $375.2M
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.360%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis GSXAX

Will GSXAX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

abrdn US Small Cap Equity A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Magnolia Oil & Gas Corp Class A

3.03 12M
Energy

Q2 Holdings Inc

2.94 11M
Technology

Kiniksa Pharmaceuticals International PLC Class A

2.81 11M
Healthcare

WSFS Financial Corp

2.75 10M
Financial Services

Seacoast Banking Corp of Florida

2.71 10M
Financial Services

Wintrust Financial Corp

2.70 10M
Financial Services

Casella Waste Systems Inc Class A

2.57 10M
Industrials

ANI Pharmaceuticals Inc

2.57 10M
Healthcare

Travere Therapeutics Inc Ordinary Shares

2.52 10M
Healthcare

PJT Partners Inc Class A

2.49 10M
Financial Services

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