AFSCabrdn Focused U.S. Small Cap Active ETF
Seeks long-term capital appreciation.
By abrdn Funds · Launched 2004
Annual Cost
0.65%
#3,433 of 5,861 · average
Fund Size
$11M
#4,836 of 5,861 · small
Return (1Y)Goal
+31.4%
Track Record
22 years
#199 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$13,372+33.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 34.8% of fund✓ well diversified
Viavi Solutions Inc
5.9%
Everus Construction Group Inc
3.7%
Materion Corp
3.6%
StoneX Group Inc
3.5%
Ducommun Inc
3.1%
Ameris Bancorp
3.1%
Camtek Ltd/Israel
3.0%
Enpro Inc
3.0%
Wintrust Financial Corp
3.0%
Vita Coco Co Inc/The
2.8%
Asset allocation
Stocks
96.8%
Cash
3.2%
By sector
Industrials
23.2%
Financial Services
18.8%
Technology
17.8%
Consumer Cyclical
15.6%
Healthcare
11.5%
Basic Materials
6.3%
Consumer Defensive
3.1%
Energy
2.0%
Other
1.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.1%Moderate
Year-on-year price swings
Max drawdown
-21.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in equity securities issued by U.S. small-cap companies, typically holding 35 to 45 issuers. The Adviser evaluates companies based on quality criteria and engages in fundamental research to identify undervalued opportunities.
- Inception date
- June 29, 2004
- Fund family
- abrdn Funds
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Data updated on 2026-08-04