Morningstar

AB Small Cap Core Portfolio Class Z SCRZX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 14.51  /  +0.90 %
  • Total Assets 871.6M
  • 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 0.46%
  • Turnover 97%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 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
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Portfolio Holdings SCRZX

More SCRZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UMB Financial Corp

0.76 6M
Financial Services

Ultra Clean Holdings Inc

0.74 6M
Technology

ESCO Technologies Inc

0.72 6M
Technology

Ryman Hospitality Properties Inc

0.72 6M
Real Estate

Plexus Corp

0.69 6M
Technology

Dave Inc Ordinary Shares - Class A

0.68 6M
Technology

Taylor Morrison Home Corp

0.68 6M
Consumer Cyclical

Frontdoor Inc

0.68 6M
Consumer Cyclical

Brinker International Inc

0.68 6M
Consumer Cyclical

Garrett Motion Inc Ordinary Shares - New

0.68 6M
Consumer Cyclical

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