Morningstar

AB Small Cap Value Portfolio Advisor Class SCYVX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return$17.11  /  −1.33%
  • Fund Size$531.5M
  • Adjusted Expense Ratio0.940%
  • Net Expense Ratio0.940%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategorySmall Value
  • Equity Style Box (Funds)Small Value
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.70%
  • Turnover Ratio36%
NAV and 1-Day Return as of

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 Holdings15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Select Water Solutions Inc Class A

1.719M
Energy

Seadrill Ltd

1.648M
Energy

Chesapeake Utilities Corp

1.638M
Utilities

ONE Gas Inc

1.608M
Utilities

Seneca Foods Corp Class A

1.598M
Consumer Defensive

Versigent PLC

1.548M
Consumer Cyclical

Nicolet Bankshares Inc

1.488M
Financial Services

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

1.467M
Cash and Equivalents

Horace Mann Educators Corp

1.427M
Financial Services

First BanCorp

1.417M
Financial Services

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