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AB Small Cap Value Portfolio;A

Ranked 253 out of 868 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

James MacGregor

New York-based James MacGregor works at Alliance Bernstein as CIO of small and mid-cap value equities. Prior to his current role, MacGregor was the director of research in the same department and previouslt worked as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defence industries for small and mid-cap value equities from 1998 to 2004. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley. 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. He is also a CFA charterholder.

Joseph G. Paul

Shri Singhvi

Objective

The Fund seeks long-term growth of capital. The Fund, under normal circumstances, will invest at least 80% of its net assets in equity securities of small-capitalization companies. It will invest in companies that are determined by the Adviser to be undervalued, using the Adviser's fundamental value approach.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Small & Medium Companies over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -0.2% 0.0%
2016 29.5% 4.2% 0.6% 9.3% 13.1%
2015 -2.3% 4.6% -1.3% -9.4% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date03/12/2014
  • Share Class size180Mn
  • Base currencyUSD
  • ISIN US01878T5746

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50

Charges

  • Annual management0.61%
  • Initial investment4.25

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).