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Fund Intelligence | Best Managers | GSXAX Insights | GSXAX Score | GSXAX Performance | GSXAX News | GSXAX Allocation | GSXAX Holdings Change
Aberdeen Small Cap A (GSXAX) Fund Ranking and Research
Ranking, Research and Recommendation of Aberdeen Small Cap A (GSXAX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Douglas Burtnick
Fund Manager Information
Fund Manager Tenure: 9.3 yearsSimilar Funds: GSXCX GSXIX
Fund Family: Aberdeen
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86) (What does this score mean?)
Aberdeen Small Cap A Fund (GSXAX) Profile
Fund Profile and Description
Aberdeen Small Cap A Fund seeks long-term capital appreciation. Aberdeen Small Cap A Fund typically invests at least 80% of assets in equity securities of companies with small market capitalizations similar to those of companies included in the Russell 2000® Index, ranging from $14.0 million to $4.8 billion as of January 31, 2010. The equity securities include common stock, preferred stock, foreign investments funds or trusts and depository receipts that represent an ownership interest in the issuer. It may also invest in foreign securities and securities of larger companies.
What we like about Aberdeen Small Cap A (GSXAX) Fund
Data for Aberdeen Small Cap A Fund (GSXAX) as of May 30, 2016
- Aberdeen Small Cap A Fund (GSXAX) management has been with Aberdeen Small Cap A Fund for 9.3 years
- Aberdeen Small Cap A Fund (GSXAX) has good short-term performance (1-year return 12.73% vs -7.74% Small Growth category median performance)
- Aberdeen Small Cap A Fund (GSXAX) has good mid-term performance (3-year return 15.10% vs 6.86% Small Growth category median performance)
- Aberdeen Small Cap A Fund (GSXAX) has good Long-term performance (5-year return 12.35% vs 7.01% Small Growth category median performance)
- Aberdeen Small Cap A Fund (GSXAX) ratio of up-years vs down years is greater than 2
- Aberdeen Small Cap A Fund (GSXAX) has a Morningstar rating of 4 and above
- Asset base in Aberdeen Small Cap A Fund (GSXAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Aberdeen Small Cap A Fund (GSXAX) has an annual stock turnover rate of 29.43% vs Small Growth average of 63.11%. It is good that Aberdeen Small Cap A management does not trade extensively for its return.
- Aberdeen Small Cap A Fund (GSXAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.65, lower than category average of 15.82
What we are cautious about Aberdeen Small Cap A (GSXAX) Fund
Data for Aberdeen Small Cap A Fund (GSXAX) as of May 30, 2016
- Aberdeen Small Cap A Fund (GSXAX) has a higher expense ratio of 1.46% than its Small Growth average of 1.31%
- Aberdeen Small Cap A Fund (GSXAX) carries a 4.25% load
What do you think?
Compare with other top Small Growth category mutual funds
Aadditional top Small Growth mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Aberdeen Small Cap A | 8.48 | 12.73 | 15.10 | 12.35 | |
Thrivent Small Cap Stock A (AASMX) | 5.33 | -2.12 | 8.13 | 6.23 | Compare |
Invesco Small Cap Growth A (GTSAX) | 2.31 | -6.34 | 9.44 | 9.20 | Compare |
Brown Advisory Small-Cap Growth Inv (BIASX) | 1.44 | 1.96 | 10.71 | 9.36 | Compare |
See top fund managers for Small Growth Category Funds
Compare with Small Growth category ETFs
Some Small Growth ETFs for your consideration
ETF | Year to Date | One Year | Three Year | First Trust Small Cap Gr AlphaDEX ETF (FYC) | 2.08% | 0.72% | 8.41% | iShares S&P Small-Cap 600 Growth (IJT) | 3.38% | 0.39% | 10.55% | SPDR S&P 600 Small Cap Growth ETF (SLYG) | 3.30% | 0.18% | 10.49% | Vanguard S&P Small-Cap 600 Growth ETF (VIOG) | 2.78% | 0.08% | 10.38% | Vanguard Small-Cap Growth ETF (VBK) | 0 | 0 | 0 |
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Aberdeen Small Cap A (GSXAX) Fund Net Asset
Track net asset change of Aberdeen Small Cap A fund (GSXAX)
Date | Net Asset |
05/2016 | $733.71M |
03/2016 | $553.34M |
02/2016 | $465.45M |
Aberdeen Small Cap A (GSXAX) Fund Portfolio Allocation
Track portfolio allocation change of Aberdeen Small Cap A fund (GSXAX)
Date | Cash | Stock | Bond | Other |
04/2016 | 2.35% | 97.65% | 0% | 0% |
03/2016 | 2.64% | 97.36% | 0% | 0% |
01/2016 | 2.58% | 97.42% | 0% | 0% |
Top 10 Holdings in Aberdeen Small Cap A (GSXAX) Fund
Discover what Aberdeen Small Cap A Fund (GSXAX) manager is buying
Click here for Stock Holding Change Map in Aberdeen Small Cap A Fund (GSXAX)
Latest News on Aberdeen Small Cap A (GSXAX) Fund
See what is happening with Aberdeen Small Cap A Fund (GSXAX)
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See more information on Aberdeen Small Cap A (GSXAX) Fund
Popular pages on Aberdeen Small Cap A (GSXAX) Fund
- Aberdeen Small Cap A (GSXAX) Fund Research and Recommendation
- Aberdeen Small Cap A (GSXAX) Fund Performance Data
- Aberdeen Small Cap A (GSXAX) Fund Manager Information
- Historic Aberdeen Small Cap A (GSXAX) Fund Asset Allocation Report
- Historic Aberdeen Small Cap A (GSXAX) Fund Top 10 Holding Tracking
- Historic Aberdeen Small Cap A (GSXAX) Fund Asset Under Management Tracking