AFSC - ETF AI Analysis
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abrdn Focused U.S. Small Cap Active ETF (AFSC)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the last few months, indicating positive recent momentum.
Leading Holdings Performing Well
Most of the top positions, such as Viavi Solutions and Materion, have delivered strong year-to-date results, helping support the fund’s returns.
Broad Sector Diversification
Holdings spread across industrials, financials, technology, health care, and consumer sectors help reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Small Asset Base
With a relatively low amount of money invested in the fund, investors may face higher trading spreads and a greater risk the ETF could be closed in the future.
Heavy U.S. Focus
The ETF is overwhelmingly invested in U.S. stocks, offering limited geographic diversification outside the United States.
AFSC vs. SPDR S&P 500 ETF (SPY)
AUM9.53M
RegionNorth America
Expense Ratio0.65%
Beta0.83
Issueraberdeen
Inception DateFeb 18, 2025
Dividend Yield0.07%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume228
30 Day Avg. Volume654
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
37.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering40
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AFSC Summary
The abrdn Focused U.S. Small Cap Active ETF (AFSC) is an actively managed fund that invests mainly in smaller U.S. companies, aiming to find high-quality businesses with solid finances and room to grow. It doesn’t track a set index, but instead picks stocks across many sectors like industrials, financials, and technology. Examples of companies it holds include Viavi Solutions and Wintrust Financial. Someone might invest in AFSC to seek long-term growth and diversify beyond large, well-known stocks. However, small-cap stocks can be more volatile, so the fund’s value can go up and down more sharply than the overall market.
How much will it cost me?The abrdn Focused U.S. Small Cap Active ETF (AFSC) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning professional managers are selecting investments rather than following a passive index.
What would affect this ETF?The abrdn Focused U.S. Small Cap Active ETF (AFSC) could benefit from strong growth in the U.S. economy, particularly in sectors like technology and healthcare, which are heavily weighted in the fund. However, small-cap stocks are often more sensitive to rising interest rates and economic slowdowns, which could negatively impact their performance. Regulatory changes or sector-specific challenges in industries like financials or consumer cyclical could also pose risks to this ETF's future returns.
AFSC Top 10 Holdings
AFSC is leaning into U.S. small caps with a clear tilt toward industrials and financials, and a tech kicker on top. Viavi Solutions and Camtek are among the brighter spots, with rising momentum that helps pull the fund forward, especially on the tech side. Materion and Enpro are also contributing, though their rich valuations mean the ride could be bumpy. On the flip side, Ducommun looks more like dead weight for now, with profitability and sentiment issues. Overall, this is a U.S.-only, small-cap story built around niche industrial and financial names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viavi Solutions | 4.91% | $471.12K | $9.08B | 347.62% | 71 Outperform | |
| StoneX Group | 3.64% | $349.37K | $8.05B | 98.09% | 58 Neutral | |
| Materion | 3.46% | $331.43K | $3.39B | 130.99% | 69 Neutral | |
| Everus Construction Group, Inc. | 3.33% | $318.83K | $6.56B | 231.56% | 72 Outperform | |
| Ducommun | 3.18% | $305.05K | $2.12B | 143.82% | 58 Neutral | |
| Ameris Bancorp | 3.15% | $301.76K | $5.61B | 60.30% | 78 Outperform | |
| Wintrust Financial | 3.02% | $289.46K | $9.83B | 44.54% | 78 Outperform | |
| Camtek | 3.01% | $288.47K | $8.23B | 197.80% | 76 Outperform | |
| Enpro | 2.96% | $283.71K | $5.61B | 95.22% | 64 Neutral | |
| Seacoast Banking Of Florida | 2.80% | $268.86K | $3.16B | 42.61% | 62 Neutral |
AFSC Technical Analysis
Positive
―
Price Trends
32.02
Positive
31.77
Positive
30.66
Positive
Market Momentum
0.52
Negative
66.73
Neutral
89.50
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AFSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.77, equal to the 50-day MA of 32.02, and equal to the 200-day MA of 30.66, indicating a bullish trend. The MACD of 0.52 indicates Negative momentum. The RSI at 66.73 is Neutral, neither overbought nor oversold. The STOCH value of 89.50 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AFSC.
AFSC Peer Comparison
Comparison Results
Performance Comparison
AFSC
abrdn Focused U.S. Small Cap Active ETF
33.84
9.33
38.07%
AFSM
First Trust Active Factor Small Cap ETF
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―
―
SYZ
Lazard US Systematic Small Cap Equity ETF
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―
―
ALIL
Argent Focused Small Cap ETF
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―
―
ESSC
Eventide Small Cap ETF
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―
―
FTKI
First Trust Small Cap BuyWrite Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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