Skip to Content
Morningstar

AB Tax-Managed Wealth Apprec Strat C ATWCX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 20.13  /  −0.54 %
  • Total Assets 791.3 Mil
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.770%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ATWCX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AB Tax-Managed Wealth Apprec Strat C to 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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ATWCX

More ATWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

26.25 210.3 Mil
—

Microsoft Corp

5.44 43.6 Mil
Technology

AB International Small Cap Z

5.41 43.3 Mil
—

AB Discovery Value Z

3.18 25.5 Mil
—

NVIDIA Corp

2.83 22.7 Mil
Technology

Apple Inc

2.65 21.2 Mil
Technology

AB Discovery Growth Z

2.49 19.9 Mil
—

AB Emerging Markets Z

2.47 19.8 Mil
—

Alphabet Inc Class C

2.42 19.4 Mil
Communication Services

AB Small Cap Core Z

2.13 17.1 Mil
—