AB Small Cap Core Portfolio (SCRZX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SCRZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCRZX
SCRZX charges 0.87% annually. There are 61 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SCRZX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SCRZX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | SCRZX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | SCRZX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | SCRZX vs VSMAX |
Best Risk-Adjusted Alternatives to SCRZX
SCRZX has a PortfoliosLab risk / return rank of 50. There are 101 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | SCRZX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | SCRZX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | SCRZX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | SCRZX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | SCRZX vs WWSIX |
Top Performing SCRZX Alternatives (YTD)
SCRZX is at 16.20% YTD. There are 88 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | SCRZX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | SCRZX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | SCRZX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | SCRZX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | SCRZX vs MOPIX |
Lowest Volatility Alternatives to SCRZX
SCRZX has 18.34% 1-year volatility. There are 114 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | SCRZX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | SCRZX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | SCRZX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | SCRZX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | SCRZX vs BOSOX |
Lowest Drawdown Alternatives to SCRZX
SCRZX has a 1-year max drawdown of -9.37%. There are 53 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SCRZX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SCRZX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | SCRZX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SCRZX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | SCRZX vs BIAUX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 15 | 5.59% | — | Oct 1996 | SCRZX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 16 | 5.70% | — | Jan 1996 | SCRZX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 16 | 5.74% | — | Jul 2015 | SCRZX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 16 | 7.76% | — | Sep 1990 | SCRZX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 69 | 2.13% | — | Aug 2010 | SCRZX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 73 | 2.07% | — | Feb 1994 | SCRZX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 23 | 0.63% | — | Aug 1987 | SCRZX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 30 | 19.60% | — | Feb 1969 | SCRZX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.70% | — | Jul 1993 | SCRZX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 8 | 5.73% | — | Feb 1982 | SCRZX vs ALTFX |
Often Compared With SCRZX
Investors most often compare SCRZX with NSGRX, VB, CAMSX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SCRZX with Any Fund or Stock
Compare SCRZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCRZX with funds that move differently
AB Small Cap Core Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCRZX.
Explore SCRZX Diversifiers