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Morningstar

abrdn US Sust Ldrs Smlr Coms InstlSvc AELSX

Morningstar Medalist Rating
Medalist Rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 6.80  /  0.74 %
  • Total Assets 12.7 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 56%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:10 PM GMT+0

Morningstar’s Analysis AELSX

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

People Pillar

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

abrdn US Sust Ldrs Smlr Coms InstlSvc's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AELSX

More AELSX Holdings
  • Current Portfolio Date
  • Equity Holdings 34
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amdocs Ltd

4.14
473,986
Technology

CyberArk Software Ltd

4.11
470,629
Technology

Tetra Tech Inc

4.10
469,934
Industrials

Conmed Corp

4.07
466,444
Healthcare

Onto Innovation Inc

3.99
457,795
Technology

PJT Partners Inc Class A

3.95
452,372
Financial Services

Integer Holdings Corp

3.85
441,484
Healthcare

Crown Holdings Inc

3.69
422,908
Consumer Cyclical

New Fortress Energy Inc Class A

3.55
406,565
Utilities

Essential Utilities Inc

3.41
390,478
Utilities