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Morningstar

AB Sustainable Global Thematic A ALTFX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 151.83  /  +0.38 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.03%
  • Turnover 42%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ALTFX

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

  • People Pillar

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

A rigorous sustainability-focused process.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

AB Sustainable Global Thematic’s thorough and disciplined environmental, social, and governance approach gives it an edge, at the right price.

by Tony Thorn
Rated on Published on

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Portfolio Holdings ALTFX

More ALTFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

3.28 58.6 Mil
Financial Services

Microsoft Corp

3.25 58.1 Mil
Technology

Waste Management Inc

3.22 57.7 Mil
Industrials

NextEra Energy Inc

2.76 49.4 Mil
Utilities

NVIDIA Corp

2.67 47.7 Mil
Technology

Veralto Corp

2.55 45.6 Mil
Industrials

Taiwan Semiconductor Manufacturing Co Ltd

2.48 44.3 Mil
Technology

Tetra Tech Inc

2.38 42.6 Mil
Industrials

Icon PLC

2.34 41.9 Mil
Healthcare

Intuit Inc

2.32 41.5 Mil
Technology