abrdn U.S. Small Cap Equity Fund

Frequently Asked Questions About GSXCX

What does GSXCX invest in?

The fund primarily focuses its investments on U.S. small-capitalization equity securities, typically committing at least 80% of its net asset value, supplemented by any borrowed funds, to this segment. The advisor defines small-cap companies as those whose market valuations are comparable to the firms comprising the Russell 2000® Index at the point of acquisition. Moreover, the fund maintains the flexibility to invest in foreign stocks and the securities of more substantial corporations.

What is the expense ratio of GSXCX?

abrdn U.S. Small Cap Equity Fund (GSXCX) charges an expense ratio of 1.95%. This is the annual fee deducted from fund assets to cover management and operations.

How big is GSXCX?

abrdn U.S. Small Cap Equity Fund (GSXCX) is one share class of a fund that manages $364.1M across all of its share classes (GSXIX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is GSXCX actively managed or an index fund?

GSXCX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (GSXCX's is 1.95%) in exchange for the discretion to over- or under-weight positions.

When was GSXCX launched?

abrdn U.S. Small Cap Equity Fund (GSXCX) launched in February 2001 and is managed by abrdn.

How has GSXCX performed?

GSXCX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.