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Morningstar

AB Core Opportunities R ADGRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.90  /  0.85 %
  • Total Assets 169.5 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 56%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis ADGRX

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

People Pillar

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

Summary

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AB Core Opportunities R's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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