Increased confidence in AB Large Cap 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 classes to Bronze, while more expensive ones remain Neutral.
AB Large Cap Growth Advisor APGYX
NAV / 1-Day Return
100.55
/
1.64
%
Total Assets
18.9 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.
0.610%
Expense Ratio
0.610%
Fee Level
Below Average
Longest Manager Tenure
9.43
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
32%
Premium
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 APGYX 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 APGYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the APGYX 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 APGYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Upgraded.
