AB Large Cap Growth Fund Class C APGCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$112.79  /  −0.40%
  • Fund Size$18.9B
  • Adjusted Expense Ratio1.560%
  • Net Expense Ratio1.560%
  • Fee Level: DistributionBelow Average
  • Share Class TypeLevel Load
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio36%

Morningstar’s Analysis APGCX

Will APGCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

AB Large Cap Growth Co-Lead Manager to Retire; Ratings Unchanged.

null Sbidag Demerjian

Sbidag Demerjian

Analyst Note

AllianceBernstein has announced that Vinay Thapar, co-CIO and co-lead manager of AB Large Cap Growth, will retire on March 31, 2028, after 15 years with the firm and 27 years in the investment industry. He originally joined the strategy as a comanager in 2018. While Thapar's planned retirement represents a notable upcoming change, the firm has taken steps to ensure a smooth succession by appointing Shri Singhvi as co-CIO alongside John Fogarty and Thapar, effective July 31, 2026. Singhvi has been with AllianceBernstein for 18 years, having begun his career at the firm as a research analyst on the small- and mid-cap value team covering the financials and technology sectors. He currently serves as CIO of US Strategic Equities, a role he will relinquish at the end of 2026 to focus on his responsibilities within the Large Cap Growth strategy. The firm has stated that no changes to the investment approach are expected. The team will remain appropriately staffed through and after the transition, though it will need to prove itself under the new leadership regime. Accordingly, the strategy’s Average People rating, Average Process rating, and overall Morningstar Medalist Ratings still apply.

Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings APGCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.392B
Technology

Alphabet Inc Class C

9.652B
Communication Services

Microsoft Corp

5.611B
Technology

Meta Platforms Inc Class A

5.611B
Communication Services

Broadcom Inc

5.191B
Technology

Visa Inc Class A

3.85806M
Financial Services

Apple Inc

3.28687M
Technology

Amazon.com Inc

3.14658M
Consumer Cyclical

Eli Lilly and Co

2.90608M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.68562M
Technology

Sponsor Center