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Morningstar

abrdn US Small Cap Equity Inst GSCIX

Morningstar Medalist Rating
Medalist Rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 31.71  /  0.03 %
  • Total Assets 428.9 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 59%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis GSCIX

Will GSCIX 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 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.

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

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.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSCIX

More GSCIX Holdings
  • Current Portfolio Date
  • Equity Holdings 52
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Onto Innovation Inc

3.30
16,074,844
Technology

CyberArk Software Ltd

3.07
14,952,234
Technology

e.l.f. Beauty Inc

3.02
14,705,063
Consumer Defensive

ChampionX Corp

3.01
14,651,926
Energy

Atkore Inc

2.87
14,001,570
Industrials

ATS Corp

2.86
13,934,520
Industrials

Workiva Inc Class A

2.70
13,147,744
Technology

Donnelley Financial Solutions Inc

2.55
12,424,761
Financial Services

EnPro Industries Inc

2.53
12,339,476
Industrials

Parsons Corp

2.39
11,634,361
Technology