Advertisement
Skip to Content
Morningstar

AB Core Opportunities I ADGIX

Morningstar Analyst Rating
Quantitative rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 20.47  /  0.82 %
  • Total Assets 170.6 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 56%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis ADGIX

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

People Pillar

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

Summary

|

AB Core Opportunities I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor