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Morningstar

abrdn International Small Cp R WPVAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 25.23  /  0.64 %
  • Total Assets 189.1 Mil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.630%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.59%
  • Turnover 47%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis WPVAX

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

People Pillar

The People Pillar is our evaluation of the WPVAX 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 WPVAX’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 International Small Cp R 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 highest quintile among peers.

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