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Morningstar

abrdn International Small Cp C CPVCX

Morningstar Analyst Rating
Quantitative rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 24.58  /  0.66 %
  • Total Assets 191.6 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 2.000%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.92%
  • Turnover 47%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis CPVCX

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

People Pillar

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

Summary

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Decreased confidence in abrdn International Small Cp C's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Quantitative Rating to Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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