Nasdaq - Delayed Quote USD

abrdn Focused U.S. Small Cap Eq Instl (GGUIX)

8.40 +0.18 (+2.19%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 8.22
  • YTD Return 12.25%
  • Expense Ratio 0.90%
  • Category Small Growth
  • Last Cap Gain -69.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 13.49M
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 16.83%
  • Last Dividend 1.30
  • Inception Date Jun 29, 2004

The fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. small-cap companies. The fund managers consider small-cap companies to be companies that have market capitalizations similar to those of companies include in the Russell 2000? Index at the time of investment.

Aberdeen

Fund Family

Small Growth

Fund Category

13.49M

Net Assets

2004-06-29

Inception Date

Performance Overview: GGUIX

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Trailing returns as of 9/13/2024. Category is Small Growth.

YTD Return

GGUIX
12.25%
Category
12.40%
?

1-Year Return

GGUIX
15.76%
Category
55.69%
?

3-Year Return

GGUIX
1.43%
Category
19.34%
?

5-Year Return

GGUIX
10.54%
Category
20.72%
?

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Holdings: GGUIX

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Top 10 Holdings (32.55% of Total Assets)

SymbolCompany% Assets
WSFS
WSFS Financial Corporation 4.38%
WTFC
Wintrust Financial Corporation 3.61%
QTWO
Q2 Holdings, Inc. 3.48%
SBCF
Seacoast Banking Corporation of Florida 3.26%
ITGR
Integer Holdings Corporation 3.03%
X.TO
TMX Group Limited 3.01%
BOOT
Boot Barn Holdings, Inc. 2.98%
NPO
Enpro Inc. 2.97%
MMSI
Merit Medical Systems, Inc. 2.93%
GPK
Graphic Packaging Holding Company 2.92%

Sector Weightings

Recent News: GGUIX

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Research Reports: GGUIX

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