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abrdn Focused U.S. Small Cap Active ETF (AFSC)



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Upturn Advisory Summary
08/14/2025: AFSC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 6.47% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.24 - 30.00 | Updated Date 06/9/2025 |
52 Weeks Range 23.24 - 30.00 | Updated Date 06/9/2025 |
Upturn AI SWOT
abrdn Focused U.S. Small Cap Active ETF
ETF Overview
Overview
The abrdn Focused U.S. Small Cap Active ETF (ASC) is an actively managed ETF that invests primarily in U.S. small-cap companies with strong growth potential, aiming to outperform the Russell 2000 Index through a concentrated portfolio of high-conviction stock picks.
Reputation and Reliability
abrdn is a global investment management firm with a long history and a solid reputation. They are considered reliable and experienced in managing various investment products.
Management Expertise
The management team has extensive experience in small-cap investing and active portfolio management, leveraging fundamental research and proprietary analysis to identify promising companies.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a focused portfolio of U.S. small-cap companies.
Investment Approach and Strategy
Strategy: Active management, employing fundamental research to select companies with strong growth potential and attractive valuations.
Composition Primarily stocks of U.S. small-cap companies. The ETF is concentrated, holding a relatively small number of positions compared to broad small-cap index ETFs.
Market Position
Market Share: Data unavailable to determine the market share.
Total Net Assets (AUM): 32390000.0
Competitors
Key Competitors
- IWM
- VBR
- SMLV
- XSMO
Competitive Landscape
The small-cap ETF market is highly competitive, with numerous passive and active ETFs available. ASC differentiates itself through its active management approach and concentrated portfolio. Its success depends on its ability to outperform passive benchmarks consistently, which can be challenging.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers. Performance depends on market conditions and management effectiveness.
Benchmark Comparison: Benchmark should be the Russell 2000 Index. The ETF's performance should be compared against the index's returns over various time periods to assess added value.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF has a low average trading volume, which could impact execution costs.
Bid-Ask Spread
The bid-ask spread can fluctuate, especially during periods of market volatility, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Small-cap stocks are sensitive to economic growth, interest rates, and investor sentiment. Market volatility and economic uncertainty can significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets and consistently outperform its benchmark. Changes to the investment strategy or holdings can influence future performance.
Moat and Competitive Advantages
Competitive Edge
ASC aims to deliver alpha through active stock selection within the small-cap space. Its concentrated portfolio allows for greater potential outperformance but also exposes investors to higher company-specific risk. The management team's expertise in identifying undervalued growth companies is key to its competitive advantage. Successful stock picking will be crucial to the ETF's long term success. The success is dependent upon the fund managers outperforming their benchmark.
Risk Analysis
Volatility
Small-cap stocks tend to be more volatile than large-cap stocks, resulting in potentially higher price fluctuations for ASC.
Market Risk
The ETF is exposed to market risk, particularly the risk associated with investing in small-cap companies, which can be more susceptible to economic downturns and market corrections.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation, has a high-risk tolerance, and believes in the active management's ability to outperform the small-cap market.
Market Risk
Best suited for long-term investors who are comfortable with the volatility associated with small-cap stocks and understand the risks of active management.
Summary
The abrdn Focused U.S. Small Cap Active ETF (ASC) offers exposure to a concentrated portfolio of actively managed U.S. small-cap stocks. It aims to outperform the Russell 2000 Index, but its performance is subject to the success of the investment team's stock-picking abilities. Its high-risk tolerance and long-term investment horizon makes it suitable for a high-risk profile investor. A lower expense ratio can make this fund more competitive. Investors should carefully consider its risks and potential rewards before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- abrdn.com
- Morningstar
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share is calculated based on publicly available assets under management (AUM) data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About abrdn Focused U.S. Small Cap Active ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, 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 will be managed pursuant to a "focused" strategy whereby the fund"s investment adviser will typically invest the fund"s assets in a small number of issuers. Generally, the Advisor expects to hold approximately 35 to 45 issuers.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.