Morningstar

Bernstein Small Cap Core Portfolio Class SCB SCRSX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 14.21  /  0.00
  • Total Assets 857.6M
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.28%
  • Turnover 97%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

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 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
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 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

1.82 15M
Industrials

Credo Technology Group Holding Ltd

1.57 13M
Technology

Nextpower Inc Class A

1.31 11M
Technology

Fabrinet

1.13 9M
Technology

Ab Fixed Income Shares, Inc. - Government Money Market Portfolio - Class Ab

0.99 8M
Cash and Equivalents

Sanmina Corp

0.93 7M
Technology

Semtech Corp

0.86 7M
Technology

Rambus Inc

0.79 6M
Technology

Modine Manufacturing Co

0.78 6M
Consumer Cyclical

UMB Financial Corp

0.77 6M
Financial Services

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