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AB Core Opportunities K ADGKX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 23.69  /  +0.42 %
  • Total Assets 186.5 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield 0.18%
  • Turnover 92%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis ADGKX

Will ADGKX outperform in future?

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

AB Core Opportunities K's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings ADGKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.08 10.5 Mil
Technology

UnitedHealth Group Inc

3.79 6.5 Mil
Healthcare

Monster Beverage Corp

3.64 6.3 Mil
Consumer Defensive

Visa Inc Class A

3.32 5.7 Mil
Financial Services

Berkshire Hathaway Inc Class B

3.26 5.6 Mil
Financial Services

Alphabet Inc Class C

2.98 5.1 Mil
Communication Services

Vertex Pharmaceuticals Inc

2.93 5.1 Mil
Healthcare

Meta Platforms Inc Class A

2.89 5.0 Mil
Communication Services

Amazon.com Inc

2.88 5.0 Mil
Consumer Cyclical

NVIDIA Corp

2.76 4.8 Mil
Technology