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AB Small Cap Growth Advisor (QUAYX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Small Cap Growth Advisor (QUAYX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of AB Small Cap Growth Advisor Fund (QUAYX) ManagerFund Manager - Bruce Aronow

Fund Manager Information

Fund Manager Tenure: 18.2 years
Similar Funds: QUABX  QUACX  QUAIX  QUAKX  QUARX  QUASX 
Fund Family: AllianceBernstein
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

 

Graph of AB Small Cap Growth Advisor Fund (QUAYX) ProfileAB Small Cap Growth Advisor Fund (QUAYX) Profile

Fund Profile and Description

AB Small Cap Growth Advisor Fund seeks long-term growth of capital. AB Small Cap Growth Advisor Fund normally invests at least 80% of assets in equity securities of smaller companies that fall within the lowest 20% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million). It invests in well-known and established companies and in new and less seasoned companies with an emphasis on companies that are demonstrating improving fundamentals and favorable earnings momentum. AB Small Cap Growth Advisor Fund invests in about 95 to 125 companies.

 

AB Small Cap Growth Advisor (QUAYX) Fund Strength What we like about AB Small Cap Growth Advisor (QUAYX) Fund

Data for AB Small Cap Growth Advisor Fund (QUAYX) as of May 30, 2016

  • AB Small Cap Growth Advisor Fund (QUAYX) management has been with AB Small Cap Growth Advisor Fund for 18.2 years
  • AB Small Cap Growth Advisor Fund (QUAYX) has good Long-term performance (5-year return 7.56% vs 7.01% Small Growth category median performance)
  • Asset base in AB Small Cap Growth Advisor Fund (QUAYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AB Small Cap Growth Advisor Fund (QUAYX) has an annual stock turnover rate of 61.00% vs Small Growth average of 63.11%. It is good that AB Small Cap Growth Advisor management does not trade extensively for its return.
  • AB Small Cap Growth Advisor Fund (QUAYX) has a lower expense ratio than its Small Growth average: 0.94% vs 1.31%
  • AB Small Cap Growth Advisor Fund (QUAYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Small Cap Growth Advisor Fund (QUAYX) Weakness What we are cautious about AB Small Cap Growth Advisor (QUAYX) Fund

Data for AB Small Cap Growth Advisor Fund (QUAYX) as of May 30, 2016

  • AB Small Cap Growth Advisor Fund (QUAYX) has a less-than-ideal short-term performance (1-year return -11.04% vs -7.74% Small Growth category median performance)
  • AB Small Cap Growth Advisor Fund (QUAYX) has a less-than-ideal mid-term performance (3-year return 6.11% vs 6.86% Small Growth category median performance)
  • AB Small Cap Growth Advisor Fund (QUAYX) ratio of up-years vs down years can be improved
  • AB Small Cap Growth Advisor Fund (QUAYX) has a Morningstar rating of 3 and below
  • AB Small Cap Growth Advisor Fund (QUAYX) is less safe compared to its Small Growth peers
  • AB Small Cap Growth Advisor Fund (QUAYX) does not have a good risk adjusted return as its 3-year Alpha of -5.07 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.42
  • AB Small Cap Growth Advisor Fund (QUAYX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.98 that is higher than category average of 15.82
See AB Small Cap Growth Advisor Fund (QUAYX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Small Cap Growth Advisor Fund (QUAYX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Small Cap Growth Advisor-2.80-11.046.117.56
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare AB Small Cap Growth Advisor Fund (QUAYX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of AB Small Cap Growth Advisor Fund (QUAYX) Net Asset TrackingAB Small Cap Growth Advisor (QUAYX) Fund Net Asset

Track net asset change of AB Small Cap Growth Advisor fund (QUAYX)

DateNet Asset
05/2016$1.09B
03/2016$1.08B
02/2016$1.02B
More historic net asset information on AB Small Cap Growth Advisor Fund (QUAYX)

  

Graph of AB Small Cap Growth Advisor Fund (QUAYX) Portfolio TrackingAB Small Cap Growth Advisor (QUAYX) Fund Portfolio Allocation

Track portfolio allocation change of AB Small Cap Growth Advisor fund (QUAYX)

DateCashStockBondOther
04/20162.3%97.58%0%0.12%
02/20160.89%99%0%0.11%
12/20150.3%99.61%0%0.09%
Click here to see more historic asset allocation information on AB Small Cap Growth Advisor Fund (QUAYX)

 

graph of AB Small Cap Growth Advisor Fund (QUAYX) Top 10 Position TrackingTop 10 Holdings in AB Small Cap Growth Advisor (QUAYX) Fund

Discover what AB Small Cap Growth Advisor Fund (QUAYX) manager is buying

Apr 29, 2016
Five Below, Inc. [1.82%]
Bright Horizons Family Solution [1.81%]
PolyOne Corporation Common Stoc [1.79%]
Amsurg Corp. [1.76%]
Pool Corporation [1.66%]
Dycom Industries, Inc. Common S [1.57%]
2U, Inc. [1.57%]
Diamond Resorts International, [1.54%]
Nevro Corp. Common Stock [1.53%]
Microsemi Corporation [1.52%]

Feb 28, 2016
Five Below, Inc. [1.81%]
Pool Corporation [1.76%]
Bright Horizons Family Solution [1.74%]
Diamond Resorts International, [1.7%]
Lithia Motors, Inc. Common Stoc [1.64%]
PolyOne Corporation Common Stoc [1.61%]
Kirby Corporation Common Stock [1.6%]
Carlisle Companies Incorporated [1.59%]
IDEX Corporation Common Stock [1.59%]
Hexcel Corporation Common Stock [1.58%]

Dec 30, 2015
Pool Corporation [1.89%]
Bright Horizons Family Solution [1.79%]
HubSpot, Inc. Common Stock [1.71%]
Guidewire Software, Inc. Common [1.7%]
PolyOne Corporation Common Stoc [1.66%]
Diamond Resorts International, [1.64%]
Hexcel Corporation Common Stock [1.64%]
Dycom Industries, Inc. Common S [1.57%]
Lithia Motors, Inc. Common Stoc [1.57%]
Carlisle Companies Incorporated [1.55%]
Click here for Stock Holding Change Map in AB Small Cap Growth Advisor Fund (QUAYX)

  

Latest News on AB Small Cap Growth Advisor (QUAYX) Fund

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AB Small Cap Growth Advisor Fund (QUAYX) Related ResourcesSee more information on AB Small Cap Growth Advisor (QUAYX) Fund

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