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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 11.43  /  +0.53 %
  • 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 2.58%
  • Turnover 50%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 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 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

1.92 20.2 Mil
Cash and Equivalents

International Games System Co Ltd

1.87 19.7 Mil
Communication Services

Saab AB Class B

1.71 18.1 Mil
Industrials

E Ink Holdings Inc

1.22 12.9 Mil
Technology

L&T Finance Holdings Ltd

1.01 10.7 Mil
Financial Services

Cosmo Energy Holdings Co Ltd

0.99 10.5 Mil
Energy

Kawasaki Heavy Industries Ltd

0.99 10.4 Mil
Industrials

Capital Power Corp

0.96 10.1 Mil
Utilities

ASICS Corp

0.95 10.0 Mil
Consumer Cyclical

Jollibee Foods Corp

0.92 9.7 Mil
Consumer Cyclical