QUAYX – AB Small Cap Growth Advisor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equities with relatively smaller capitalizations as compared to the overall U.S. market. It invests at least 80% of its net assets in equities of smaller companies. For these purposes, "smaller companies" are those that, at the time of investment, fall within the lowest 20% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million). The fund may invest in any company and industry and in any type of equity security with potential for capital appreciation.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
QUAYX	AB Small Cap Growth Portfolio Advisor Class	No Load	Open			Oct 1, 1996	$1.11B	0.870%	Below Average	$0	−$381.64M
QUAIX	AB Small Cap Growth Portfolio Class I	Institutional	Open			Mar 1, 2005	$298.81M	0.880%	Below Average	$2M	−$93.94M
QUAZX	AB Small Cap Growth Portfolio Class Z	Institutional	Open			Jun 30, 2015	$681.41M	0.780%	Below Average	$2M	−$284.06M
QUASX	AB Small Cap Growth Portfolio Class A	Front Load	Open			Feb 12, 1969	$458.36M	1.120%	Low	$2,500	−$73.51M
QUACX	AB Small Cap Growth Portfolio Class C	Level Load	Open			May 3, 1993	$14.22M	1.870%	Below Average	$2,500	−$5.44M

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