Menu

Small-cap companies receive less analyst coverage than large-cap stocks, leaving pockets of the market where investors can gain from mispriced opportunities. With the right active management and risk procedures, an allocation to small caps can lead to higher returns in the long term. Aberdeen U.S. Small Cap Equity Fund relies on first-hand research and meeting companies face-to-face in an effort to understand the nuances of each company before investing.

Overall Morningstar Rating™ 4 Stars

Institutional class shares rated 4 overall stars by Morningstar among 660 Small Growth funds for the period ended 9/30/16 based on risk-adjusted performance.

For the 3-, 5- and 10-year periods, respectively, the Fund was rated 5, 5 and 3 stars among 660, 596 and 433 funds in the Small Growth funds category for the time period 9/30/16. The Morningstar Rating™ is for the institutional share class only; other classes may have different performance characteristics.The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund’s 3-,5-, and 10-year (if applicable) Morningstar Rating™ metrics. For funds with at least a 3-year history, a Morningstar Rating™ is based on a risk-adjusted return measure (including the effects of sales charges, loads, and redemption fees) with emphasis on downward variations and consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars, and the bottom 10% 1 star. Each share class is counted as a fraction of 1 fund within this scale and rated separately.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.

Top 10 Holdings

1©Bloomberg, LP 2016. All rights reserved. Used with permission.