Increased confidence in AB Growth’s quality-oriented approach merits an upgraded Process rating of Above Average. This boosts the Morningstar Analyst Rating on the strategy’s cheapest share class to Bronze, while more expensive ones remain Neutral.
Will AGFIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGFIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AGFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AGFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.