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Morningstar

AB Sustainable Global Thematic R ATERX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 142.95  /  +1.22 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 42%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ATERX

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

  • People Pillar

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

A rigorous sustainability-focused process.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

AB Sustainable Global Thematic’s thorough and disciplined environmental, social, and governance approach gives it an edge, at the right price.

by Tony Thorn
Rated on Published on

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Portfolio Holdings ATERX

More ATERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.30 63.6 Mil
Technology

Visa Inc Class A

3.21 61.8 Mil
Financial Services

Waste Management Inc

3.11 59.9 Mil
Industrials

NVIDIA Corp

2.63 50.6 Mil
Technology

Icon PLC

2.49 47.9 Mil
Healthcare

NextEra Energy Inc

2.48 47.8 Mil
Utilities

ASML Holding NV

2.35 45.3 Mil
Technology

MSCI Inc

2.35 45.2 Mil
Financial Services

Accenture PLC Class A

2.35 45.2 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.33 44.9 Mil
Technology