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Morningstar

AB Discovery Growth Advisor CHCYX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 11.90  /  −0.83 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 70%

USD | NAV as of Jun 07, 2024 | 1-Day Return as of Jun 07, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CHCYX

Will CHCYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHCYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CHCYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CHCYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continuity assured despite lead manager's upcoming retirement.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

AB Discovery Growth’s time-tested approach remains a strength as its team navigates lead manager Bruce Aronow’s upcoming departure.

by Andrew Redden
Rated on Published on

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Portfolio Holdings CHCYX

More CHCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB Government Money Market A

3.07 82.3 Mil
Cash and Equivalents

Axon Enterprise Inc

2.45 65.7 Mil
Industrials

Natera Inc

2.34 62.6 Mil
Healthcare

Shockwave Medical Inc

1.95 52.2 Mil
Healthcare

Permian Resources Corp Class A

1.93 51.7 Mil
Energy

TechnipFMC PLC

1.92 51.5 Mil
Energy

MACOM Technology Solutions Holdings Inc

1.90 50.9 Mil
Technology

Southwestern Energy Co

1.87 50.0 Mil
Energy

PTC Inc

1.85 49.6 Mil
Technology

Manhattan Associates Inc

1.84 49.2 Mil
Technology