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Morningstar

abrdn US Sust Ldrs Smlr Coms A MLSAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 6.70  /  0.45 %
  • Total Assets 15.7 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.220%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 56%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MLSAX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit abrdn US Sust Ldrs Smlr Coms A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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