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AFSC - ETF AI Analysis
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abrdn Focused U.S. Small Cap Active ETF (AFSC)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Alphatec Holdings and Ligand Pharma, have delivered strong year-to-date performance, supporting the ETF’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Health Care, and Financials, reducing reliance on any single industry.
Focused Small-Cap Exposure
The ETF provides targeted exposure to U.S. small-cap companies, which can offer higher growth potential compared to larger firms.
Negative Factors
High U.S. Concentration
With over 90% of its holdings in U.S. companies, the ETF has limited geographic diversification and is vulnerable to domestic market downturns.
Mixed Recent Performance
The ETF has shown weak performance over the past month and year-to-date, which may concern investors seeking consistent returns.
Higher Expense Ratio
The ETF’s expense ratio is relatively high compared to passive index funds, which could erode long-term returns.
AFSC vs. SPDR S&P 500 ETF (SPY)
AUM11.81M
RegionNorth America
Expense Ratio0.65%
Beta0.79
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. Volume523
30 Day Avg. Volume2,488
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
38.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering43
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AFSC Summary
The abrdn Focused U.S. Small Cap Active ETF (AFSC) is an investment fund that focuses on small-cap companies in the United States. These are smaller, growing businesses that often have high potential for innovation and agility. The ETF is actively managed, meaning experts carefully select companies with strong fundamentals. Some of its top holdings include American Healthcare REIT and Ligand Pharma. This ETF could be a good choice for investors looking to diversify their portfolio and tap into the growth potential of smaller companies. However, small-cap stocks can be more volatile than larger companies, so their prices may fluctuate more dramatically.
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, financials, and tech, and a few names are really setting the pace. Camtek has been the star of the show, riding strong momentum in semiconductor equipment, while Materion is also rising on solid demand in high-tech materials. Regional banks like Ameris Bancorp and Wintrust Financial are steadily pulling their weight, giving the fund a financial backbone. On the softer side, Ligand Pharma has been more mixed, occasionally losing steam and modestly offsetting gains from the stronger names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viavi Solutions | 3.59% | $426.54K | $6.08B | 116.38% | 71 Outperform | |
| Materion | 3.36% | $398.77K | $3.31B | 64.60% | 69 Neutral | |
| Ameris Bancorp | 3.22% | $382.98K | $5.74B | 26.94% | 78 Outperform | |
| Wintrust Financial | 3.18% | $378.16K | $10.30B | 18.62% | 78 Outperform | |
| Enpro | 3.00% | $356.91K | $5.74B | 41.29% | 64 Neutral | |
| StoneX Group | 2.96% | $351.61K | $6.68B | 63.02% | 58 Neutral | |
| Seacoast Banking Of Florida | 2.96% | $351.28K | $3.25B | 13.61% | 62 Neutral | |
| AZZ | 2.88% | $342.61K | $4.19B | 43.18% | 79 Outperform | |
| Brinker International | 2.85% | $339.06K | $7.01B | 1.68% | 70 Neutral | |
| Atmus Filtration Technologies, Inc. | 2.85% | $338.24K | $5.23B | 59.22% | 78 Outperform |
AFSC Technical Analysis
Positive
―
Price Trends
31.81
Positive
30.88
Positive
29.77
Positive
Market Momentum
0.33
Negative
60.09
Neutral
78.59
Neutral
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 32.31, equal to the 50-day MA of 31.81, and equal to the 200-day MA of 29.77, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 60.09 is Neutral, neither overbought nor oversold. The STOCH value of 78.59 is Neutral, 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
32.96
3.44
11.65%
FSML
Franklin Small Cap Enhanced ETF
―
―
―
AFSM
First Trust Active Factor Small Cap ETF
―
―
―
SYZ
Lazard US Systematic Small Cap Equity ETF
―
―
―
ALIL
Argent Focused Small Cap ETF
―
―
―
ESSC
Eventide Small Cap ETF
―
―
―
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.
Disclaimer
This 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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