abrdn U.S. Small Cap Equity Fund Class A GSXAX

Morningstar Medalist Rating
  • NAV / 1-Day Return$45.86  /  +0.77%
  • Fund Size$366.5M
  • Adjusted Expense Ratio1.350%
  • Net Expense Ratio1.360%
  • Fee Level: DistributionAbove Average
  • Share Class TypeFront Load
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio48%

Morningstar’s Analysis GSXAX

Will GSXAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

abrdn US Small Cap Equity A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSXAX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ligand Pharmaceuticals Inc

2.8910M
Healthcare

Q2 Holdings Inc

2.8010M
Technology

Kiniksa Pharmaceuticals International PLC Class A

2.8010M
Healthcare

Magnolia Oil & Gas Corp Class A

2.7810M
Energy

Wintrust Financial Corp

2.6810M
Financial Services

ANI Pharmaceuticals Inc

2.6710M
Healthcare

WSFS Financial Corp

2.519M
Financial Services

Seacoast Banking Corp of Florida

2.489M
Financial Services

Supernus Pharmaceuticals Inc

2.489M
Healthcare

Ameris Bancorp

2.399M
Financial Services

Sponsor Center