AB Small Cap Growth Portfolio Class K
QUAKX
NASDAQ- -
USD
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- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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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
- New York, NY 10105 New York NY United States of America 10105
- IPO Date
- Mar 1, 2005
- CIK
- 0000081443
- Similar Companies
- Business
- AB Small Cap Growth Portfolio Class K (QUAKX) is a mutual fund managed by AllianceBernstein that seeks long-term growth of capital by investing primarily in a diversified portfolio of equity securities issued by companies with relatively smaller market capitalizations compared to the overall U.S. market; the portfolio normally holds 95-125 stocks selected for their unexpected long-term growth potential across sectors and company lifecycles, with a focus on firms demonstrating improving fundamentals, favorable earnings momentum, strong management teams, large market opportunities, and leadership positions supporting above-average growth; under normal circumstances, at least 80% of net assets plus borrowings for investment purposes are allocated to small-cap growth equities, including U.S. stocks (typically 96% of assets) with limited exposure to non-U.S. equities (around 2-3%), cash (about 1%), and sectors such as technology (20%), industrials (19-23%), healthcare (18-20%), financial services (13%), and consumer cyclical (12%); share classes include Class A (QUASX), Class C (QUACX), Class I (QUAIX), Class R (QUARX), Advisor Class (QUAYX), and Class Z (QUAZX), with Class K shares featuring a net expense ratio of approximately 0.67%. AllianceBernstein, headquartered in Nashville, Tennessee, with significant operations in New York, traces its origins to 1967 through the founding of Sanford C. Bernstein & Co. and Alliance Capital Management in 1971, formalizing as AllianceBernstein Holding L.P. in 2000 following a merger that combined expertise in growth equity, value equity, corporate fixed income, and tax-exempt fixed income; the firm serves institutional investors, individuals, and private wealth clients globally, managing approximately $860 billion in assets under management as of September 2025 across equities, fixed income, alternatives, and multi-asset solutions. Recent developments at AllianceBernstein include strong organic growth in its private markets platform, which reached $77 billion in fee-paying and fee-eligible AUM by mid-2025, up 20% year-over-year, driven by deployments into private placements, asset-backed securities, U.S. real estate debt, collateralized loan obligations, mortgages, and middle market lending; the firm reported record AUM of $829 billion at the end of Q2 2025, with a targeted full-year operating margin of 33% and performance fees projected between $110 million and $130 million; ongoing expansion in alternatives continued from the 2022 acquisition of CarVal Investors (rebranded AB CarVal Investors), which bolstered opportunistic and private credit capabilities and expanded private markets AUM to nearly $50 billion pro forma at the time; in 2025, AllianceBernstein added new general account relationships across strategies, gained retail market share in tax-exempt municipals for the 10th consecutive quarter (14% annualized growth), and pursued RIA acquisitions in private wealth while enhancing ETF offerings in taxable fixed income.