Aberdeen Small Cap A (GSXAX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen Small Cap A (GSXAX) Fund

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Fund Manager - Douglas Burtnick

Fund Manager Information

Fund Manager Tenure: 10.2 years
Similar 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 10.2 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

See Aberdeen Small Cap A Fund (GSXAX) performance details as of May 30, 2016

 

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

 

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

More historic net asset information on Aberdeen Small Cap A Fund (GSXAX)

  

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%

Click here to see more historic asset allocation information on Aberdeen Small Cap A Fund (GSXAX)

 

Top 10 Holdings in Aberdeen Small Cap A (GSXAX) Fund

Discover what Aberdeen Small Cap A Fund (GSXAX) manager is buying

Apr 29, 2016 Multi-Color Corporation [3.19%] Emergent Biosolutions, Inc. Com [2.7%] G-III Apparel Group, LTD. [2.68%] Quaker Chemical Corporation Com [2.66%] PAREXEL International Corporati [2.64%] Canadian Western Bank [2.63%] Littelfuse, Inc. [2.58%] Gibraltar Industries, Inc. [2.54%] Shenandoah Telecommunications C [2.5%] Globus Medical, Inc. Class A Co [2.49%]

Mar 30, 2016 PAREXEL International Corporati [3.16%] Multi-Color Corporation [2.87%] Gibraltar Industries, Inc. [2.78%] Littelfuse, Inc. [2.76%] Canadian Western Bank [2.7%] RBC Bearings Incorporated [2.65%] Emergent Biosolutions, Inc. Com [2.57%] G-III Apparel Group, LTD. [2.56%] Quaker Chemical Corporation Com [2.56%] FEI Company [2.48%]

Jan 30, 2016 PROGRESSIVE WASTE SOLUTIONS LTD [3.12%] Multi-Color Corporation [3.08%] PAREXEL International Corporati [3.05%] Littelfuse, Inc. [2.98%] G-III Apparel Group, LTD. [2.83%] FEI Company [2.51%] Cal-Maine Foods, Inc. [2.47%] Fair Isaac Corproation Common S [2.45%] Pool Corporation [2.44%] RBC Bearings Incorporated [2.44%]

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