Morningstar

AB Small Cap Core Portfolio Class Z SCRZX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 13.42  /  +0.68 %
  • Total Assets 810.6M
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.48%
  • Turnover 97%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis SCRZX

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

  • People Pillar

    The People Pillar is our evaluation of the SCRZX 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 SCRZX’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 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SCRZX

More SCRZX 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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