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Aberdeen Small Cap Fund
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Investment Objective
The Fund seeks long-term capital appreciation.
Investment Strategy
The Fund invests in equity securities issued by small-cap companies. The investment manager considers many factors in selecting securities for investment, including measures of earnings momentum, relative value, management action and price trend. These companies typically have a market capitalization similar to that of the Russell 2000 Index.
Our process, our philosophy, and how we view risk
Aberdeen U.S. Equity team members speak about the U.S. equity markets and why they believe the asset class is attractive at the moment. They also give insight into Aberdeen's equity process and how they view and attempt to manage risk.
Click to read disclaimerHoldings
TOP HOLDINGS (all classes) as of 04/30/2013
View detailed list of holdings
| Holding | Percent | |
|---|---|---|
| Silgan Hldgs | 3.03% | |
| Compass Minerals International | 2.88% | |
| RBC BEARINGS INC. | 2.63% | |
| CASEY'S GENERAL STORES INC | 2.57% | |
| Canadian Western Bank | 2.57% | |
| Bank of the Ozarks | 2.55% | |
| J&J Snack Foods | 2.52% | |
| COVANCE INC | 2.51% | |
| Micros Systems | 2.48% | |
| Shenandoah Telecommunications | 2.47% |
Risk Considerations
Equity stocks of small-cap companies carry greater risk, and more volatility than equity stocks of larger, more established companies. Foreign securities are more volatile, harder to price and less liquid than U.S. securities; and are subject to different accounting and regulatory standards, and political and economic risks. These risks are enhanced in emerging markets countries.
Please read the prospectus for more detailed information regarding these risks.
Key Facts
Class A Inception Date
Nov 02, 1998
Ticker
| Class A | GSXAX |
| Class C | GSXCX |
| Institutional** | GSCIX |
| Inst. Svc.** | GSXIX |
CUSIP
| Class A | 003020716 |
| Class C | 003020682 |
| Institutional** | 003020666 |
| Inst. Svc.** | 003020658 |
Redemption Fee
2.00% applied within 90 Days
Minimum Initial Investment
$1,000 Classes A, C
$1,000 IRA: Classes A, C
$1,000,000 Institutional
$1,000,000 Institutional Service
Total Net Assets (all classes)
as of April 30, 2013
$237.0 million
** Only certain investors are eligible to purchase shares of these classes.