abrdn U.S. Small Cap Equity Fund Class C (GSXCX)
| Fund Assets | 332.85M |
| Expense Ratio | 1.95% |
| Min. Investment | $1,000 |
| Turnover | 48.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 31.39 |
| YTD Return | 11.79% |
| 1-Year Return | 29.50% |
| 5-Year Return | 41.56% |
| 52-Week Low | 24.28 |
| 52-Week High | 31.41 |
| Beta (5Y) | n/a |
| Holdings | 59 |
| Inception Date | Mar 1, 2001 |
About GSXCX
abrdn U.S. Small Cap Equity Fund Class C is a mutual fund designed to provide investors with exposure to a diversified portfolio of U.S. small-capitalization growth companies. The fund focuses on acquiring shares of businesses that are at the lower end of the market-cap range, emphasizing firms with above-average growth prospects in earnings, sales, book value, and cash flow. This growth-oriented fund seeks to identify and invest in smaller companies that have the potential for rapid expansion, positioning itself within the small-growth category according to industry standards. The fund is actively managed, aiming to outperform benchmarks such as the Russell 2000 Total Return Index by selecting securities that demonstrate strong fundamentals and competitive growth attributes. By concentrating on the small-cap segment, abrdn U.S. Small Cap Equity Fund Class C plays a key role in diversifying investors' broader equity portfolios and may serve as a tool for capturing growth opportunities not typically found among larger, more established corporations. Its performance is measured over multiple time horizons, with an adjusted expense ratio reflecting the active management and research required to navigate the dynamic small-cap marketplace.
Performance
GSXCX had a total return of 29.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.84%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FKICX | Fidelity | Fidelity Small Cap Stock K6 Fund | 0.60% |
| FSCDX | Fidelity | Fidelity Advisor Small Cap Fund - Class A | 1.20% |
| FCDTX | Fidelity | Fidelity Advisor Stock Selector Small Cap Fund - Class M | 1.39% |
| FSOPX | Fidelity | Fidelity Series Small Cap Opportunities Fund | 0.77% |
| FCDIX | Fidelity | Fidelity Advisor Stock Selector Small Cap Fund - Class I | 0.87% |
Top 10 Holdings
28.15% of assets| Name | Symbol | Weight |
|---|---|---|
| Viavi Solutions Inc. | VIAV | 3.71% |
| Everus Construction Group, Inc. | ECG | 3.18% |
| Wintrust Financial Corporation | WTFC | 2.87% |
| AZZ Inc. | AZZ | 2.79% |
| Materion Corporation | MTRN | 2.73% |
| Atmus Filtration Technologies Inc. | ATMU | 2.69% |
| WSFS Financial Corporation | WSFS | 2.61% |
| Ducommun Incorporated | DCO | 2.61% |
| Seacoast Banking Corporation of Florida | SBCF | 2.48% |
| Ameris Bancorp | ABCB | 2.47% |