Small Cap Financials Overview
| SCRZX Fund | USD 11.97 0.15 1.27% |
Key indicators impacting Small Cap's Profitability
Treynor Ratio 0.00979959 | Sharpe Ratio 0.0104 | Information Ratio 0.05972686 | Sortino Ratio 0.05403277 |
Small |
Past performance is not an indicator of the future performance of Small Cap. Investment returns and principal value will fluctuate so that shares may be worth more or less than cost.
Small Cap Fund Summary
The Portfolio invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small-capitalization companies or other securities or instruments with similar economic characteristics, including derivatives related to equity securities.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0855677250 |
| Business Address | Bernstein Fund, |
| Mutual Fund Family | AllianceBernstein |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 227 4618 |
| Currency | USD - US Dollar |
Evaluating Small Cap's financial statements helps investors understand how the company generates revenue and manages its resources. Below is a breakdown of the most important line items across Small Cap Core three primary financial statements. Growth-oriented and value-focused perspectives alike rely on Small Cap Core fundamentals as an analytical baseline.
Key Financial Ratios
Investors use Small Cap's financial ratios to benchmark the company against peers and track performance trends over multiple reporting periods.Financial Ratios Relationships
Comparative valuation applies peer-based financial ratios to assess Small Cap's relative market value. You can analyze the relationship between different fundamental ratios across Small Cap competition to find correlations between indicators driving Small Cap's intrinsic value. More Info.Small Cap Core is rated below average in annual yield among similar funds. It ranks first in year to date return among similar funds creating about 33.61 of Year To Date Return per Annual Yield. Valuation multiples such as P/E, P/B, and P/S compare Small Cap to peer earnings performance.Financial Metrics, Fundamentals & Methodology
A holdings-oriented review of Small Cap evaluates portfolio composition, mandate alignment, and exposure stability. Expense ratio and turnover can influence net-of-fee outcomes over time.
Small Cap Core is rated third in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 10.86 Billion. Small Cap holds roughly 973.72 Million in net asset claiming about 9% of funds listed under Small Blend category.
Small Cap Core metrics are compiled from fund disclosures and market reference feeds and normalized before display. Not all fields update in real time. Financial statement fields are presented under issuer-reported GAAP or IFRS accounting conventions.