AB Sustainable Global Thematic benefits from thorough analysis, but changing mandates and the team's mixed records across its strategies limit its Morningstar Analyst Rating to Neutral across all share classes.
AB Sustainable Global Thematic I AGTIX
NAV / 1-Day Return
147.74
/
0.18
%
Total Assets
1.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.920%
Expense Ratio
0.920%
Fee Level
Average
Longest Manager Tenure
7.13
years
Category
US Fund World Large Stock
Investment Style
Large GrowthMin. Initial Investment
2,000,000
Status
Open
TTM Yield
0.00%
Turnover
42%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will AGTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGTIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AGTIX 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 AGTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still some concerns.
