Morningstar

AB Disruptors ETF FWD

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub

Morningstar’s Analysis FWD

Will FWD outperform in the 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 FWD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

This ETF invests in innovation without getting carried away.

Analyst Margaret Giles

Margaret Giles

Analyst

Summary

AB Disruptors’ rigorous approach to thematic investing features a disciplined risk framework, meriting an upgrade to Above Average Process from Average.

by Margaret Giles
Rated on Published on

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Portfolio Holdings FWD

More FWD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alliancebernstein Govt Stif Ssc Fund 64ba Agis 587

4.62 151M
Cash and Equivalents

NVIDIA Corp

3.46 113M
Technology

Microsoft Corp

3.17 103M
Technology

Amazon.com Inc

2.12 69M
Consumer Cyclical

Alphabet Inc Class A

1.98 65M
Communication Services

Advanced Micro Devices Inc

1.96 64M
Technology

Meta Platforms Inc Class A

1.93 63M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

1.74 57M
Technology

Broadcom Inc

1.70 55M
Technology

Merck & Co Inc

1.55 51M
Healthcare

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