Bernstein U.S. Research Fund
BERN
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Switzerland
- IPO Date
- Oct 16, 2017
- CIK
- 0001452937
- Similar Companies
- Business
- Bernstein U.S. Research Fund (BERN) is an exchange-traded fund that seeks to replicate the performance of the Bernstein U.S. Research GTR Index, which measures large-cap U.S. stocks rated "Outperform" by sell-side analysts at Sanford C. Bernstein & Co., LLC and screened in the top three quintiles of Bernstein's quantitative alpha model. The fund provides institutional and retail investors with targeted exposure to high-conviction U.S. equity research insights, including equal-weighted holdings rebalanced periodically; key portfolio components encompass sector-specific ETFs such as Invesco S&P Spin-Off ETF, iShares U.S. Home Construction ETF, and First Trust RBA American Industrial Renaissance ETF. Launched as one of the first ETFs based on Bernstein's proprietary research indices, BERN trades on U.S. exchanges including BATS and offers a passive investment vehicle leveraging Bernstein's award-winning sell-side analysis across North American equity markets. Bernstein, the underlying research provider, operates as a premier global equity research and brokerage firm headquartered in New York, New York, with a history tracing back to its founding in 1967 by Sanford C. Bernstein; it maintains offices and trading platforms spanning the U.S., Europe, Asia, and the Middle East. The firm delivers institutional-grade products including in-depth stock research coverage on over 1,000 equities, the renowned Bernstein Blackbooks for multi-analyst thematic insights, trading execution services, and specialized reports like Long View on structural industry disruptions. As a joint venture between AllianceBernstein and Societe Generale, officially launched on April 1, 2024, Bernstein integrates cash equities research with Societe Generale's equity derivatives, prime services, and capital markets offerings to enhance global liquidity access for clients. Recent strategic developments include Bernstein's November 2025 launch of the ETF Fair Point execution algorithm in collaboration with Societe Generale, providing institutional investors with advanced fair value computations across 20,000 assets, premium/discount optimization, and customizable strategies for over 1,000 equity ETFs in Europe, the U.S., and developed markets. In February 2025, Bernstein Private Wealth Management closed its second impact alternatives fund (BIA II) with over $40 million in commitments through its deepened partnership with Impact Engine, targeting venture capital and private equity in economic opportunity, environmental sustainability, and health equity. These initiatives build on prior milestones such as the 2019 acquisition of Autonomous Research and the 2024 joint venture formation, reinforcing Bernstein's focus on independent, client-centric equity research and trading innovation.