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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 34.53  /  −1.06 %
  • Total Assets 384.8 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 30%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:48 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Parsons Corp

3.25 13.5 Mil
Technology

Integer Holdings Corp

3.20 13.3 Mil
Healthcare

Onto Innovation Inc

2.87 11.9 Mil
Technology

Atkore Inc

2.78 11.5 Mil
Industrials

Donnelley Financial Solutions Inc

2.71 11.3 Mil
Financial Services

Wintrust Financial Corp

2.66 11.1 Mil
Financial Services

Merit Medical Systems Inc

2.53 10.5 Mil
Healthcare

The AZEK Co Inc Class A

2.52 10.5 Mil
Industrials

Workiva Inc Class A

2.50 10.4 Mil
Technology

Materion Corp

2.47 10.2 Mil
Basic Materials