Skip to Content
Morningstar

AB Concentrated Growth Advisor WPSGX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 53.83  /  −0.66 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.33%
  • Turnover 25%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:25 PM GMT+0

Morningstar’s Analysis WPSGX

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

  • People Pillar

    The People Pillar is our evaluation of the WPSGX 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 WPSGX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WPSGX

More WPSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mastercard Inc Class A

9.69 114.0 Mil
Financial Services

Amazon.com Inc

9.56 112.4 Mil
Consumer Cyclical

Microsoft Corp

9.50 111.8 Mil
Technology

IQVIA Holdings Inc

5.53 65.1 Mil
Healthcare

Eaton Corp PLC

5.24 61.7 Mil
Industrials

Automatic Data Processing Inc

5.01 59.0 Mil
Industrials

CDW Corp

4.95 58.2 Mil
Technology

Constellation Brands Inc Class A

4.90 57.6 Mil
Consumer Defensive

Abbott Laboratories

4.89 57.5 Mil
Healthcare

Amphenol Corp Class A

4.68 55.0 Mil
Technology