Morningstar

Bernstein Small Cap Core Portfolio Class SCB SCRSX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $13.30  /  −0.30 %
  • Fund Size $805.9M
  • Adjusted Expense Ratio 1.130%
  • Net Expense Ratio 1.130%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.30%
  • Turnover Ratio 97%
NAV and 1-Day Return as of

Morningstar’s Analysis SCRSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Bernstein Small Cap Core SCB holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCRSX

More SCRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Glaukos Corp

0.84 7M
Healthcare

UMB Financial Corp

0.81 7M
Financial Services

Brinker International Inc

0.76 6M
Consumer Cyclical

Remitly Global Inc

0.73 6M
Technology

Ryman Hospitality Properties Inc

0.72 6M
Real Estate

Frontdoor Inc

0.68 6M
Consumer Cyclical

AtriCure Inc

0.67 6M
Healthcare

First BanCorp

0.65 5M
Financial Services

Kymera Therapeutics Inc Ordinary Shares

0.64 5M
Healthcare

Par Pacific Holdings Inc

0.64 5M
Energy

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