Morningstar

Bernstein Small Cap Core SCB SCRSX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 13.80  /  +0.80 %
  • Total Assets 727.2 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.41%
  • Turnover 43%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis SCRSX

Will SCRSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCRSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCRSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCRSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Bernstein Small Cap Core SCB's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SCRSX

More SCRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ab Fixed Income Shares, Inc. - Government Money Market Portfolio - Class Ab

1.09 8.0 Mil
Cash and Equivalents

Mueller Industries Inc

0.87 6.5 Mil
Industrials

CommVault Systems Inc

0.82 6.0 Mil
Technology

Insmed Inc

0.82 6.0 Mil
Healthcare

SPS Commerce Inc

0.81 6.0 Mil
Technology

KB Home

0.79 5.9 Mil
Consumer Cyclical

UFP Industries Inc

0.78 5.8 Mil
Basic Materials

Taylor Morrison Home Corp

0.78 5.7 Mil
Consumer Cyclical

Jackson Financial Inc

0.77 5.7 Mil
Financial Services

Vaxcyte Inc Ordinary Shares

0.76 5.6 Mil
Healthcare

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