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Morningstar

AB Wealth Appreciation Strategy R AWARX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 20.16  /  +1.15 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield 0.59%
  • Turnover 13%

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

Morningstar’s Analysis AWARX

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

  • People Pillar

    The People Pillar is our evaluation of the AWARX 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 AWARX’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 Wealth Appreciation Strategy R 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 most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings AWARX

More AWARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

26.28 325.1 Mil
—

AB International Small Cap Z

5.32 65.8 Mil
—

Microsoft Corp

5.03 62.3 Mil
Technology

AB Discovery Value Z

3.29 40.7 Mil
—

NVIDIA Corp

3.15 39.0 Mil
Technology

Alphabet Inc Class C

2.88 35.6 Mil
Communication Services

AB Discovery Growth Z

2.48 30.7 Mil
—

AB Emerging Markets Z

2.48 30.6 Mil
—

AB Small Cap Core Z

2.29 28.3 Mil
—

Apple Inc

2.20 27.2 Mil
Technology