GSXIX – abrdn US Small Cap Equity Inst Svc Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. small-cap companies. The advisor considers small-cap companies to be companies that have market capitalizations similar to those of companies included in the Russell 2000® Index at the time of investment. It also may invest in foreign securities and securities of larger companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GSXIX	abrdn U.S. Small Cap Equity Fund Institutional Service Class	Institutional	Open			Nov 2, 1998	$31.66M	1.110%	High	$1M	−$7.87M
GSCIX	abrdn U.S. Small Cap Equity Fund Institutional Class	Institutional	Open			Jun 29, 2004	$215.51M	0.950%	Average	$1M	−$10.27M
GSXAX	abrdn U.S. Small Cap Equity Fund Class A	Front Load	Open			Nov 2, 1998	$105.17M	1.350%	Above Average	$1,000	−$14.46M
GSXCX	abrdn U.S. Small Cap Equity Fund Class C	Level Load	Open			Mar 1, 2001	$5.63M	1.950%	Average	$1,000	−$2.68M
GNSRX	abrdn U.S. Small Cap Equity Fund Class R	Retirement, Medium	Open			Dec 30, 2003	$3.68M	1.600%	High	$0	−$1.94M

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