AB Concentrated Growth benefits from a sensible approach focusing on durable high growth.
AB Concentrated Growth Z WPSZX
- NAV / 1-Day Return 56.12 / +0.79 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.720%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2.0 Mil
- Status Open
- TTM Yield 0.31%
- Turnover 25%
USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:20 PM GMT+0
Morningstar’s Analysis WPSZX
Will WPSZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 64.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 9.66 | 113.7 Mil | Consumer Cyclical |
Microsoft Corp | 9.65 | 113.7 Mil | Technology |
Mastercard Inc Class A | 9.60 | 113.0 Mil | Financial Services |
Eaton Corp PLC | 5.67 | 66.8 Mil | Industrials |
Constellation Brands Inc Class A | 5.35 | 63.0 Mil | Consumer Defensive |
IQVIA Holdings Inc | 5.35 | 63.0 Mil | Healthcare |
Automatic Data Processing Inc | 4.98 | 58.7 Mil | Industrials |
Charles Schwab Corp | 4.94 | 58.2 Mil | Financial Services |
CDW Corp | 4.91 | 57.9 Mil | Technology |
The Cooper Companies Inc | 4.79 | 56.4 Mil | Healthcare |