AB Small Cap Core Portfolio Class Z SCRZX

Morningstar Medalist Rating
  • NAV / 1-Day Return$13.55  /  −1.60%
  • Fund Size$812.4M
  • Adjusted Expense Ratio0.880%
  • Net Expense Ratio0.880%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.47%
  • Turnover Ratio97%

Morningstar’s Analysis SCRZX

Will SCRZX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AB Small Cap Core Z 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.

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Portfolio Holdings SCRZX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UMB Financial Corp

0.796M
Financial Services

Plexus Corp

0.766M
Technology

Ryman Hospitality Properties Inc

0.726M
Real Estate

CommVault Systems Inc

0.706M
Technology

Brinker International Inc

0.685M
Consumer Cyclical

AtriCure Inc

0.665M
Healthcare

Par Pacific Holdings Inc

0.655M
Energy

First BanCorp

0.645M
Financial Services

Kymera Therapeutics Inc Ordinary Shares

0.645M
Healthcare

Moog Inc Class A

0.645M
Industrials

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