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About abrdn Focused U.S. Small Cap Active ETF
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Inception date
Feb 18, 2025
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
abrdn, Inc.
Distributor
Alps Distributors, Inc.
AFSC is an actively managed fund of US small-caps from any market sector and industry. The fund seeks to achieve its objective by evaluating individual companies against its quality criteria, which are 1) the durability of the business model, 2) the attractiveness of the industry, 3) financial strength, 4) management's capability, and 5) ESG factors impacting a company. Through fundamental research, the adviser aims to select those companies whose quality and future prospects are not yet fully recognized by the market. The fund will focus on holding a small number of stocks, approximately 35 to 45 issuers. The fund may also invest in non-US companies, including primarily Canadian companies. AFSC was previously a mutual fund, converted to an ETF on or around February 14, 2025.
Classification
Displays a symbol's price movements over previous years to identify recurring trends.