Skip to Content
Morningstar

AB Growth C AGRCX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 27.48  /  −1.58 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 33%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:12 AM GMT+0

Morningstar’s Analysis AGRCX

Will AGRCX 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 AGRCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AGRCX 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 AGRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Attractive despite headwinds.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

AB Growth benefits from a sound approach, but an upcoming retirement and constrained analyst resources are worth monitoring.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AGRCX

More AGRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.41 121.8 Mil
Technology

NVIDIA Corp

7.73 112.0 Mil
Technology

Amazon.com Inc

5.88 85.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.82 69.8 Mil
Communication Services

Alphabet Inc Class C

4.46 64.6 Mil
Communication Services

UnitedHealth Group Inc

3.82 55.3 Mil
Healthcare

Visa Inc Class A

3.79 55.0 Mil
Financial Services

Monster Beverage Corp

3.02 43.7 Mil
Consumer Defensive

Vertex Pharmaceuticals Inc

2.93 42.4 Mil
Healthcare

Eli Lilly and Co

2.74 39.6 Mil
Healthcare