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 R GNSRX
- NAV / 1-Day Return 26.25 / +1.78 %
- Total Assets 371.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.640%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Small Growth
- Investment Style Small Blend
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 30%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis GNSRX
Will GNSRX 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 26.9
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 |