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abrdn Focused U.S. Small Cap Active ETF (AFSC)
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Upturn Advisory Summary
10/24/2025: AFSC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star 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 7.89% | Avg. Invested days 102 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 |
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 fund focusing on U.S. small-cap companies with strong growth potential. It seeks to outperform the Russell 2000 Index through a concentrated portfolio of high-conviction investments.
Reputation and Reliability
abrdn (formerly Aberdeen Standard Investments) is a global asset management company with a long history and established reputation.
Management Expertise
The management team possesses experience in small-cap investing and employs a rigorous bottom-up research process.
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: The ETF employs an active management strategy, selecting companies based on fundamental analysis and growth prospects.
Composition Primarily invested in U.S. small-cap stocks, potentially with limited exposure to other asset classes for diversification.
Market Position
Market Share: Information on market share is not available publicly for this specific ETF in a readily aggregatable format.
Total Net Assets (AUM): Placeholder. Data not readily available
Competitors
Key Competitors
- IWM
- SLY
- VIOO
- XSMO
Competitive Landscape
The small-cap ETF market is highly competitive with numerous passive and active funds. ASC distinguishes itself through its concentrated, actively managed approach. However, this approach may result in higher volatility compared to broad-based passive ETFs. Competitors like IWM and SLY are more diversified but may offer lower potential for outperformance.
Financial Performance
Historical Performance: Historical performance data is needed and should be provided here.
Benchmark Comparison: Benchmark comparisons are needed and should be provided here.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The average trading volume of ASC varies but is generally lower compared to more established small-cap ETFs.
Bid-Ask Spread
The bid-ask spread of ASC may be wider than larger, more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Small-cap performance is influenced by economic growth, interest rates, and investor sentiment towards risk. Specific sector trends within the small-cap universe also impact the fund's performance.
Growth Trajectory
The fund's growth trajectory depends on the success of its active management strategy and its ability to identify and capitalize on growth opportunities within the small-cap market.
Moat and Competitive Advantages
Competitive Edge
ASC's competitive edge lies in its active management approach and focused portfolio, allowing for potential outperformance through selective stock picking. The fund's experienced management team and bottom-up research process aim to identify undervalued small-cap companies with strong growth prospects. However, active management fees are higher than passive strategies, and outperformance is not guaranteed. The concentrated portfolio also means higher volatility.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks, and ASC's concentrated portfolio may further amplify volatility.
Market Risk
ASC is exposed to market risk affecting small-cap companies, including economic downturns, sector-specific challenges, and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor for ASC is one seeking long-term capital appreciation, comfortable with higher volatility, and believes in the potential of active management to outperform the market. Investors should have a good understanding of small-cap investing and the risks associated with a concentrated portfolio.
Market Risk
ASC is best suited for long-term investors with a higher risk tolerance, rather than active traders or passive index followers seeking broad market exposure.
Summary
The abrdn Focused U.S. Small Cap Active ETF (ASC) is an actively managed fund targeting U.S. small-cap companies with growth potential. It aims to outperform the Russell 2000 through a concentrated portfolio. While offering the potential for higher returns through active stock selection, it comes with increased volatility and higher expense ratios compared to passive alternatives. This ETF suits long-term investors with a higher risk tolerance seeking exposure to actively managed small-cap stocks and believing in abrdn's stock-picking expertise.
Peer Comparison
Sources and Disclaimers
Data Sources:
- abrdn website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share figures are estimates and may not be precise. Past performance is not indicative of future results. Investment decisions should be based on your own research and due diligence.
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.