Many recent disruptive personnel changes warrant downgrading abrdn US Small Cap Equity’s People Pillar rating to Below Average from Average. As a result, the Morningstar Medalist Ratings for all its share classes fall to Negative from Neutral.
abrdn US Small Cap Equity A GSXAX
- NAV / 1-Day Return 30.08 / −0.59 %
- Total Assets 373.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.390%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 30%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Parsons Corp | 3.25 | 13.5 Mil | Technology |
Integer Holdings Corp | 3.20 | 13.3 Mil | Healthcare |
Onto Innovation Inc | 2.87 | 11.9 Mil | Technology |
Atkore Inc | 2.78 | 11.5 Mil | Industrials |
Donnelley Financial Solutions Inc | 2.71 | 11.3 Mil | Financial Services |
Wintrust Financial Corp | 2.66 | 11.1 Mil | Financial Services |
Merit Medical Systems Inc | 2.53 | 10.5 Mil | Healthcare |
The AZEK Co Inc Class A | 2.52 | 10.5 Mil | Industrials |
Workiva Inc Class A | 2.50 | 10.4 Mil | Technology |
Materion Corp | 2.47 | 10.2 Mil | Basic Materials |