Skip to Content
Morningstar

AB Equity Income C AUICX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 31.11  /  +0.78 %
  • Total Assets 532.3 Mil
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.720%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.72%
  • Turnover 38%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis AUICX

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

  • People Pillar

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

Income by name, not necessarily by nature.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

AB Equity Income is improving, though its unique team and dividend-focused approach are yet to stand out.

by Chris Tate
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AUICX

More AUICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.68 51.4 Mil
Technology

Apple Inc

5.48 29.1 Mil
Technology

Wells Fargo & Co

3.67 19.5 Mil
Financial Services

Broadcom Inc

3.25 17.2 Mil
Technology

AbbVie Inc

3.10 16.4 Mil
Healthcare

MetLife Inc

3.09 16.4 Mil
Financial Services

Merck & Co Inc

2.83 15.0 Mil
Healthcare

Walmart Inc

2.77 14.7 Mil
Consumer Defensive

American Electric Power Co Inc

2.65 14.1 Mil
Utilities

Medtronic PLC

2.55 13.5 Mil
Healthcare