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Morningstar

abrdn US Sustainable Leaders C GXXCX

Morningstar Medalist Rating
Medalist Rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 8.24  /  +0.98 %
  • Total Assets 351.9 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 32%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis GXXCX

Will GXXCX 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 GXXCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Weakness in abrdn US Sustainable Leaders C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GXXCX

More GXXCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

15.72 56.8 Mil
Technology

Mastercard Inc Class A

5.78 20.9 Mil
Financial Services

Integer Holdings Corp

4.67 16.9 Mil
Healthcare

Merck & Co Inc

4.22 15.3 Mil
Healthcare

TJX Companies Inc

3.89 14.1 Mil
Consumer Cyclical

American Express Co

3.74 13.5 Mil
Financial Services

Eli Lilly and Co

3.64 13.2 Mil
Healthcare

Tetra Tech Inc

3.64 13.1 Mil
Industrials

LPL Financial Holdings Inc

3.54 12.8 Mil
Financial Services

Marvell Technology Inc

3.47 12.6 Mil
Technology