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Morningstar

abrdn US Small Cap Equity C GSXCX

Morningstar Medalist Rating
Medalist Rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 21.86  /  −0.59 %
  • Total Assets 373.8 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level Average
  • Share Class Type Level 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 GSXCX

Will GSXCX 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 GSXCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GSXCX 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 GSXCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

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.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSXCX

More GSXCX Holdings
  • 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

Atkore Inc

3.06 12.8 Mil
Industrials

Parsons Corp

2.97 12.4 Mil
Technology

Wintrust Financial Corp

2.83 11.8 Mil
Financial Services

Integer Holdings Corp

2.73 11.4 Mil
Healthcare

Graphic Packaging Holding Co

2.63 11.0 Mil
Consumer Cyclical

The AZEK Co Inc Class A

2.58 10.8 Mil
Industrials

Enpro Inc

2.57 10.7 Mil
Industrials

Donnelley Financial Solutions Inc

2.56 10.7 Mil
Financial Services

Boot Barn Holdings Inc

2.49 10.4 Mil
Consumer Cyclical

Merit Medical Systems Inc

2.47 10.3 Mil
Healthcare