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Morningstar

AB Concentrated Growth C WPCSX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 48.24  /  +0.96 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 25%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:21 PM GMT+0

Morningstar’s Analysis WPCSX

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

  • People Pillar

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

A concentrated, long-term approach.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

AB Concentrated Growth benefits from a sensible approach focusing on durable high growth.

by Stephen Welch
Rated on Published on

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Portfolio Holdings WPCSX

More WPCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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