Morningstar

abrdn U.S. Small Cap Equity Fund Institutional Class GSCIX

Morningstar Medalist Rating
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Medalist Rating as of See abrdn Investment Hub
  • NAV / 1-Day Return $51.02  /  −0.62 %
  • Fund Size $373.4M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis GSCIX

Will GSCIX outperform in the 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 GSCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

abrdn US Small Cap Equity Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings GSCIX

More GSCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ligand Pharmaceuticals Inc

2.89 10M
Healthcare

Q2 Holdings Inc

2.80 10M
Technology

Kiniksa Pharmaceuticals International PLC Class A

2.80 10M
Healthcare

Magnolia Oil & Gas Corp Class A

2.78 10M
Energy

Wintrust Financial Corp

2.68 10M
Financial Services

ANI Pharmaceuticals Inc

2.67 10M
Healthcare

WSFS Financial Corp

2.51 9M
Financial Services

Seacoast Banking Corp of Florida

2.48 9M
Financial Services

Supernus Pharmaceuticals Inc

2.48 9M
Healthcare

Ameris Bancorp

2.39 9M
Financial Services

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