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Strategy

Seeks long-term capital growth by:

  • Investing primarily in small and mid-capitalization US stocks that offer compelling long-term return potential at attractive valuations

  • Employing a disciplined, bottom-up approach that combines fundamental research with proprietary quantitative tools to identify attractive investment opportunities, with an emphasis on valuation

  • Leveraging a dedicated small and mid-cap investment team as well as the global insights of AB’s worldwide research organization

Portfolio Management Team

Investment Risks to Consider

These and other risks are described in the Fund’s prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Allocation risk
  • Derivatives risk
  • Emerging-markets risk
  • Equity securities risk
  • Focused portfolio risk
  • OTC derivatives counterparty risk
  • Portfolio turnover risk
  • Smaller capitalization companies risk

Fund Literature

AllianceBernstein provides its investment management services in Canada through its affiliates Sanford C. Bernstein & Co. LLC and AllianceBernstein Canada, Inc. Shares of the AllianceBernstein Luxembourg funds described herein are not registered in Canada for public sale to Canadian resident investors. 

© AllianceBernstein L.P.