Morningstar

AB Small Cap Value Portfolio Advisor Class SCYVX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 18.04  /  −0.93 %
  • Total Assets 576.9M
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.66%
  • Turnover 74%

USD | NAV as of Aug 18, 2026 | 1-Day Return as of Aug 18, 2026, 12:23 AM GMT+0

Morningstar’s Analysis SCYVX

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

  • People Pillar

    The People Pillar is our evaluation of the SCYVX 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 SCYVX’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 Value Advisor 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 SCYVX

More SCYVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cardinal Infrastructure Group Inc Ordinary Shares- Class A

1.94 11M
Industrials

Select Water Solutions Inc Class A

1.64 9M
Energy

Plexus Corp

1.46 8M
Technology

Nicolet Bankshares Inc

1.44 8M
Financial Services

Extreme Networks Inc

1.44 8M
Technology

UMB Financial Corp

1.39 8M
Financial Services

Horace Mann Educators Corp

1.38 8M
Financial Services

WaFd Inc

1.35 8M
Financial Services

Monarch Casino & Resort Inc

1.30 8M
Consumer Cyclical

Ducommun Inc

1.28 7M
Industrials

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