Abrdn Funds State Street US Small Cap Core Equity Fund (AFSC)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
AFSC Chart
abrdn Focused U.S. Small Cap Active ETF Q4 2025 Commentary
abrdn Focused U.S. Small Cap Active ETF Q4 2025 Commentary
abrdn Focused U.S. Small Cap Active ETF Q4 2024 Commentary
The abrdn Focused U.S. Small Cap Active ETF outperformed the Russell 2000 Index, driven by strong performance in consumer discretionary, information technology, and healthcare sectors, despite underperformance in industrials and communication services. Notable stock performers included Brinker International, Q2 Holdings, and Workiva, while Live Oak Bancshares, Amicus Therapeutics, and Materion lagged. The US Federal Reserve cut rates by 25 bps twice, but future cuts are expected to slow due to economic resilience and potential inflationary pressures.
Abrdn Funds State Street US Small Cap Core Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 579 | $15,511.41 | $22,065.69 | $6,554.28 | 42.25% |
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Abrdn Funds State Street US Small Cap Core Equity Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The Fund is dedicated to fostering long-term capital growth by investing in a variety of assets. With a strategic approach to market trends and economic cycles, it aims to provide investors with sustainable returns over extended periods. The Fund focuses on identifying undervalued opportunities and optimizing the asset allocation to maximize appreciation while managing risks effectively. This long-term perspective enables investors to capitalize on emerging markets and innovative sectors, ultimately enhancing their financial portfolio.
Products and Services
- Equity Investments
The Fund offers a range of equity investment options, focusing on high-potential companies across various industries. By analyzing market trends and company performance, it targets stocks that are poised for significant growth, providing substantial returns over time.
- Fixed Income Securities
To balance risk and yield, The Fund invests in fixed income securities such as bonds and treasuries. These instruments are selected based on their credit quality and yield potential, ensuring a steady income stream that supports the long-term capital appreciation objectives.
- Real Estate Investments
The Fund includes a diversified portfolio of real estate investments aimed at capitalizing on property value appreciation. With a focus on both commercial and residential properties, it seeks to benefit from market upturns and generate rental income.
- Alternative Investments
In addition to traditional assets, The Fund incorporates alternative investments such as private equity and hedge funds. These opportunities enable the Fund to tap into unique markets and strategies that may offer higher returns than conventional investments.
- Investment Advisory Services
For investors seeking personalized strategies, The Fund provides investment advisory services. Experienced advisors work closely with clients to create tailored portfolios based on individual financial goals and risk tolerance, ensuring alignment with long-term capital appreciation aspirations.
- Portfolio Management
The Fund offers comprehensive portfolio management services, ensuring that clients' investments are continuously monitored and optimized. Utilizing advanced analytics and market insights, the management team adjusts allocations to respond to market fluctuations while maintaining the focus on long-term growth.
