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Morningstar

AB Core Opportunities C ADGCX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 14.61  /  0.14 %
  • Total Assets 166.9 Mil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.880%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 83%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 11:12 PM GMT+0

Morningstar’s Analysis ADGCX

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

People Pillar

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

AB Core Opportunities C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

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
Rated on Published on

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Portfolio Holdings ADGCX

More ADGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.92
9,280,781
Technology

UnitedHealth Group Inc

4.29
6,728,776
Healthcare

Berkshire Hathaway Inc Class B

3.61
5,668,809
Financial Services

Visa Inc Class A

3.57
5,596,085
Financial Services

Alphabet Inc Class C

3.51
5,508,063
Communication Services

Monster Beverage Corp

3.32
5,209,798
Consumer Defensive

AB Government Money Market A

3.27
5,136,687
Cash and Equivalents

Amazon.com Inc

2.86
4,479,809
Consumer Cyclical

JPMorgan Chase & Co

2.84
4,462,157
Financial Services

Fiserv Inc

2.50
3,926,650
Technology