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Morningstar

AB Sustainable Global Thematic I AGTIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 145.97  /  0.78 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.56%
  • Turnover 30%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:06 PM GMT+00:00

Morningstar’s Analysis AGTIX

Will AGTIX 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 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.

This strategy sports a thorough process.

Analyst

Summary

| by Anthony Thorn

AB Sustainable Global Thematic features a rigorous process that has led to strong stock-picking, though lofty fees remain a drawback. However, with the reduction of some fees and the addition of a newer, cheaper share class, three share classes’ Morningstar Analyst Ratings are upgraded to Bronze, with the remaining share classes at Neutral.

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