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Morningstar

Bernstein International Small Cap SCB IRCSX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 11.79  /  +0.68 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.340%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 2.62%
  • Turnover 50%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IRCSX

Will IRCSX 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 IRCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Bernstein International Small Cap SCB 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
Rated on Published on

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Portfolio Holdings IRCSX

More IRCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB Government Money Market AB

2.94 32.1 Mil
Cash and Equivalents

Saab AB Class B

1.86 20.4 Mil
Industrials

International Games System Co Ltd

1.74 19.0 Mil
Communication Services

E Ink Holdings Inc

1.09 12.0 Mil
Technology

Banco de Sabadell SA

0.98 10.7 Mil
Financial Services

Grupo Aeroportuario del Centro Norte SAB de CV Class B

0.97 10.6 Mil
Industrials

L&T Finance Ltd

0.94 10.3 Mil
Financial Services

Capital Power Corp

0.94 10.3 Mil
Utilities

Hanwha Aerospace Co Ltd

0.92 10.0 Mil
Industrials

Capstone Copper Corp

0.92 10.0 Mil
Basic Materials