Skip to Content
Morningstar

AB Core Opportunities Advisor ADGYX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 23.61  /  −0.55 %
  • Total Assets 178.6 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.39%
  • Turnover 92%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:06 PM GMT+0

Morningstar’s Analysis ADGYX

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

  • People Pillar

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

AB Core Opportunities Advisor's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ADGYX

More ADGYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.25 11.3 Mil
Technology

Meta Platforms Inc Class A

3.70 6.7 Mil
Communication Services

Amazon.com Inc

3.65 6.6 Mil
Consumer Cyclical

Monster Beverage Corp

3.56 6.5 Mil
Consumer Defensive

Visa Inc Class A

3.27 5.9 Mil
Financial Services

UnitedHealth Group Inc

3.19 5.8 Mil
Healthcare

NVIDIA Corp

3.04 5.5 Mil
Technology

Vertex Pharmaceuticals Inc

2.87 5.2 Mil
Healthcare

Philip Morris International Inc

2.86 5.2 Mil
Consumer Defensive

Alphabet Inc Class C

2.61 4.7 Mil
Communication Services