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Morningstar

AB Small Cap Growth A QUASX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 59.13  /  +1.67 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 65%

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

Morningstar’s Analysis QUASX

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

  • People Pillar

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

Maintaining its discipline.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Manager Bruce Aronow's retirement went as planned, and the team continues to operate its well-structured approach. The following text is from July 6, 2023.

by Andrew Redden
Rated on Published on

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Portfolio Holdings QUASX

More QUASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.08 78.0 Mil
Technology

Fabrinet

2.00 74.8 Mil
Technology

Comfort Systems USA Inc

1.90 71.1 Mil
Industrials

SPS Commerce Inc

1.87 69.9 Mil
Technology

SPX Technologies Inc

1.78 66.8 Mil
Industrials

PROCEPT BioRobotics Corp

1.75 65.5 Mil
Healthcare

Altair Engineering Inc Class A

1.67 62.7 Mil
Technology

MACOM Technology Solutions Holdings Inc

1.67 62.5 Mil
Technology

Boot Barn Holdings Inc

1.60 60.0 Mil
Consumer Cyclical

Onto Innovation Inc

1.59 59.6 Mil
Technology