Small Cap Core Fund Quote
| SCRZX Fund | USD 11.95 0.06 0.50% |
PerformanceFair
| Odds Of DistressLow
|
Small Cap is trading at 11.95 as of the 24th of December 2025; that is 0.5% down since the beginning of the trading day. The fund's open price was 12.01. Small Cap has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of September 2025 and ending today, the 24th of December 2025. Click here to learn more.
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. More on Small Cap Core
Moving against Small Mutual Fund
Small Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Funds, Small Blend Funds, Small Blend, AllianceBernstein (View all Sectors) |
| Update Date | 31st of December 2025 |
Small Cap Core [SCRZX] is traded in USA and was established 24th of December 2025. Small Cap is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Small Blend category and is part of AllianceBernstein family. This fund at this time has accumulated 973.72 M in assets with no minimum investment requirementsSmall Cap Core is currently producing year-to-date (YTD) return of 1.17% with the current yeild of 0.0%, while the total return for the last 3 years was 6.19%.
Check Small Cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Small Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Small Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Small Cap Core Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Small Cap Core Mutual Fund Constituents
| HTH | Hilltop Holdings | Stock | Financials | |
| AMED | Amedisys | Stock | Health Care | |
| SSD | Simpson Manufacturing | Stock | Industrials | |
| TMHC | Taylor Morn Home | Stock | Consumer Discretionary | |
| TDOC | Teladoc | Stock | Health Care | |
| HOMB | Home BancShares | Stock | Financials | |
| HAE | Haemonetics | Stock | Health Care | |
| MTDR | Matador Resources | Stock | Energy |
Small Cap Core Risk Profiles
| Mean Deviation | 1.07 | |||
| Semi Deviation | 0.9973 | |||
| Standard Deviation | 2.01 | |||
| Variance | 4.03 |
Small Cap Against Markets
Other Information on Investing in Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Small with respect to the benefits of owning Small Cap security.
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