After several years of analyst turnover and weak results, abrdn U.S. Small Cap Equity seems to be turning a corner. A strong and consistent approach earns the cheapest shares a Morningstar Analyst Rating of Bronze. More expensive ones are Neutral.
abrdn US Small Cap Equity Inst Svc GSXIX
NAV / 1-Day Return
33.03
/
3.48
%
Total Assets
831.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.110%
Expense Ratio
1.110%
Fee Level
High
Longest Manager Tenure
13.55
years
Category
Small Growth
Investment Style
Small BlendMin. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
78%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will GSXIX 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 GSXIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GSXIX 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 GSXIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Hitting its stride.
