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Morningstar

AB Growth A AGRFX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 109.76  /  +1.19 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 33%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:15 PM GMT+0

Morningstar’s Analysis AGRFX

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

  • People Pillar

    The People Pillar is our evaluation of the AGRFX 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 AGRFX’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 AGRFX

More AGRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.0
Top 10 Holdings
% Portfolio Weight
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