AB Small Cap Value Portfolio (SCCVX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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AB Small Cap Value Portfolio
New York, NY 10105
1345 Avenue Of The Americas
Alliancebernstein Cap Fund,inc
Management Information
James W. MacGregor,Lead Manager since December 2, 2014
Chief Investment Officer—Small and Mid-Cap Value Equities
James MacGregor was appointed Chief Investment Officer of Small and Mid-Cap Value Equities in 2009. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research of Small and Mid-Cap Value Equities, overseeing coverage of companies for the Small-Cap and Small/Mid-Cap Value services. He started as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defense industries for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. MacGregor is a CFA charterholder. Location: New York
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Value
Fund FamilyAllianceBernstein
Net Assets618.08M
YTD Return1.94%
Yield0.00%
Morningstar Rating★
Inception DateDec 2, 2014
Fund Operations
Last Dividend0.12
Last Cap Gain6.00
Holdings Turnover59.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSCCVXCategory Average
Annual Report Expense Ratio (net)1.17%1.16%
Prospectus Net Expense Ratio1.17%N/A
Prospectus Gross Expense Ratio1.17%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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