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Morningstar

abrdn US Small Cap Equity Inst Svc GSXIX

Morningstar Analyst Rating
Analyst rating as of | See abrdn Investment Hub
  • NAV / 1-Day Return 35.73  /  1.62 %
  • Total Assets 733.2 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 59%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis GSXIX

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.

A downgrade after the lead manager departs.

Analyst

Summary

| by Eric Schultz

Abrdn U.S. Small Cap Equity's new, untested lead manager and significant personnel turnover warrant caution. The Morningstar Analyst Rating on the strategy's cheapest share classes falls to Neutral from Bronze, while more expensive shares remain Neutral.

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