ALLIANCEBERNSTEIN LP,1345 AVENUE OF THE AMERICAS
NEW YORK , NY, 10105
NEW YORK , NY, 10105
Summary
The fund seeks capital appreciation by investing in small- to mid-size U.S. companies.
The investment process is designed to identify companies that are growing at attractive rates and may have capacity to grow faster than estimates.
The process combines the fundamental research and quantitative analysis in identifying companies that are demonstrating improving financial results and a favorable earnings outlook.
T More
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Directors
Oct 5, 2023- Jorge A. Bermudez
- Garry L. Moody
- Jeanette W. Loeb
- Michael J. Downey
- Onur Erzan
- Nancy P. Jacklin
- Carol C. McMullen
- Marshall C. Turner, Jr.
Chief Compliance Officer
- Jennifer Friedland
Fund Manager(s)
- Wen-Tse Tseng
- Samantha Lau
- Bruce Aronow
- Heather Pavlak
- Esteban Gomez
Price
- 52-Week High/Low
- $4.48 - $3.46
- Turnover
- 75%
- Expense Ratio
- 1.71%
Company Name |
Holding |
| Pure Storage Inc | 1.93 % |
| Ryan Specialty Holdings Inc | 1.7 % |
| Stifel Financial Corp | 1.52 % |
| Permian Resources Corp | 1.48 % |
| Semtech Corp | 1.29 % |
| MACOM Technology Solutions Holdings Inc | 1.27 % |
| AZEK Co Inc/The | 1.25 % |
| Repligen Corp | 1.17 % |
| Cava Group Inc | 0.82 % |
| Exact Sciences Corp | 0.73 % |
| More | 0.73 % |
Documents
Performance
YTD
-
3 Year
46.49%
5 Year
-25.64%
Best
64.69%
2003
Worst
-48.88%
2008
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 12.5% | 7% | -18.5% | 1.3% | -16.3% | 21.5% | 5.6% | 8.9% | -5.1% |
| Q2 | - | -2.8% | 5.6% | -24.2% | 5.3% | 35.9% | 3.8% | 11% | 5.2% | 1.9% |
| Q3 | - | - | -7.1% | -0.7% | -33.9% | -19.3% | -8.6% | 7% | 5.7% | 5.5% |
| Q4 | - | - | 13.2% | 3.5% | 4.9% | 22.7% | -2.8% | -21.9% | 8.2% | 1.9% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | -1.7% | 12.4% | 1.8% | -3.3% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 9% | 18% | -37% | -26% | 13% | 15% | -5% | 0% | 4% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CHCCX | - | 9% | 18% | -37% | -26% | 13% | 15% | -5% | - | 4% |
| Russell Midcap | - | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% |
| Alpha | - | 4% | -7% | -9% | -38% | -22% | -20% | 0% | - | -2% |