SCRZX – AB Small Cap Core Z Fund Stock Price | Morningstar

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NAV / 1-Day Return 12.31 / −2.30 %
Total Assets 674.6 Mil
Adj. Expense Ratio

0.880%
Expense Ratio 0.880%
Distribution Fee Level Below Average
Share Class Type Institutional
Category Small Blend
Investment Style Small Blend
Min. Initial Investment —
Status Open
TTM Yield 0.65%
Turnover 43%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:18 PM GMT+0

Will SCRZX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the SCRZX 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 SCRZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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