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Bernstein Small Cap Core SCB SCRSX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 13.23  /  +2.00 %
  • Total Assets 697.0 Mil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • 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 0.43%
  • Turnover 43%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis SCRSX

Will SCRSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Bernstein Small Cap Core SCB's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings SCRSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 7.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alpha Metallurgical Resources Inc

0.88 5.8 Mil
Basic Materials

Comfort Systems USA Inc

0.84 5.6 Mil
Industrials

SPS Commerce Inc

0.77 5.1 Mil
Technology

Onto Innovation Inc

0.76 5.0 Mil
Technology

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

0.76 5.0 Mil
Cash and Equivalents

Powell Industries Inc

0.76 5.0 Mil
Industrials

UFP Industries Inc

0.75 5.0 Mil
Basic Materials

Boise Cascade Co

0.75 5.0 Mil
Basic Materials

Taylor Morrison Home Corp

0.72 4.8 Mil
Consumer Cyclical

CommVault Systems Inc

0.72 4.7 Mil
Technology