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AFSC
Upturn stock ratingUpturn stock rating

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

Upturn stock ratingUpturn stock rating
$29.3
Last Close (24-hour delay)
Profit since last BUY6.47%
upturn advisory
Consider higher Upturn Star rating
BUY since 59 days
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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Upturn Advisory Summary

08/14/2025: AFSC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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abrdn Focused U.S. Small Cap Active ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.