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Morningstar

AB Small Cap Growth I QUAIX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 55.40  /  0.83 %
  • Total Assets 3.5 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield —
  • Turnover 65%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:21 PM GMT+0

Morningstar’s Analysis QUAIX

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

People Pillar

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

Continuity is assured despite the lead manager's upcoming retirement.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

AB Small Cap Growth’s time-tested approach remains a strength as its team navigates lead manager Bruce Aronow’s upcoming departure.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings QUAIX

More QUAIX Holdings
  • Current Portfolio Date
  • Equity Holdings 95
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPS Commerce Inc

1.99
73,129,929
Technology

MACOM Technology Solutions Holdings Inc

1.89
69,386,401
Technology

Comfort Systems USA Inc

1.72
62,929,686
Industrials

Onto Innovation Inc

1.70
62,180,920
Technology

AB Government Money Market AB

1.67
61,130,080
Cash and Equivalents

ChampionX Corp

1.65
60,591,722
Energy

Flywire Corp

1.60
58,683,532
Technology

Freshworks Inc Ordinary Shares Class A

1.60
58,671,153
Technology

Universal Display Corp

1.56
57,317,049
Technology

Curtiss-Wright Corp

1.52
55,705,642
Industrials