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Morningstar

abrdn US Sustainable Leaders A GXXAX

Morningstar Medalist Rating
Medalist Rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 11.54  /  −0.60 %
  • Total Assets 365.9 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.09%
  • Turnover 32%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:16 PM GMT+0

Morningstar’s Analysis GXXAX

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

  • People Pillar

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

Weakness in abrdn US Sustainable Leaders A's Process and People Pillar ratings limits this strategy 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GXXAX

More GXXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.88 52.6 Mil
Technology

Mastercard Inc Class A

5.93 22.5 Mil
Financial Services

Eli Lilly and Co

4.88 18.5 Mil
Healthcare

Merck & Co Inc

4.67 17.7 Mil
Healthcare

Usd Cash

4.33 16.4 Mil
Cash and Equivalents

Integer Holdings Corp

4.24 16.1 Mil
Healthcare

NICE Ltd ADR

4.01 15.2 Mil
Technology

Marvell Technology Inc

3.39 12.9 Mil
Technology

American Express Co

3.38 12.8 Mil
Financial Services

TJX Companies Inc

3.34 12.7 Mil
Consumer Cyclical