Morningstar

AB Small Cap Value Portfolio Class C SCCVX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $15.41  /  −0.13 %
  • Fund Size $528.6M
  • Adjusted Expense Ratio 1.930%
  • Net Expense Ratio 1.940%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis SCCVX

Will SCCVX outperform in the 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 SCCVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AB Small Cap Value C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SCCVX

More SCCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Seadrill Ltd

1.66 9M
Energy

ONE Gas Inc

1.64 9M
Utilities

Seneca Foods Corp Class A

1.64 9M
Consumer Defensive

Chesapeake Utilities Corp

1.58 9M
Utilities

Select Water Solutions Inc Class A

1.55 9M
Energy

Horace Mann Educators Corp

1.51 8M
Financial Services

Versigent PLC

1.51 8M
Consumer Cyclical

Nicolet Bankshares Inc

1.43 8M
Financial Services

Matador Resources Co

1.42 8M
Energy

UMB Financial Corp

1.41 8M
Financial Services

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