Skip to Content

AB Sustainable Global Thematic C ATECX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 111.25  /  −0.66 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 42%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis ATECX

Will ATECX outperform in future?

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

New Comanager Joins AB Sustainable Global Thematic; Ratings Unchanged

null Tony Thorn

Tony Thorn

Analyst Note

Ben Ruegsegger became a comanager on AB Sustainable Global Thematic on Oct. 31, 2023, joining veteran manager Daniel Roarty. Ruegsegger's appointment was a logical step. He joined AllianceBernstein in 2001 in an operations role before moving to equity research in 2006. Ruegsegger has supported the Sustainable Thematic Equities portfolios since 2008, well before this strategy was converted to its environmental, social, and governance mandate in November 2016. During his time as an analyst, Ruegsegger covered a variety of sectors, but most recently he covered technology stocks, which have been one of the strongest areas for this strategy in recent years.

Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ATECX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

3.14 60.1 Mil
Financial Services

Microsoft Corp

3.10 59.3 Mil
Technology

Partners Group Holding AG

2.82 53.9 Mil
Financial Services

Waste Management Inc

2.75 52.5 Mil
Industrials

Accenture PLC Class A

2.50 47.7 Mil
Technology

MSCI Inc

2.49 47.6 Mil
Financial Services

Deutsche Boerse AG

2.46 47.1 Mil
Financial Services

London Stock Exchange Group PLC

2.41 46.0 Mil
Financial Services

Flex Ltd

2.35 44.9 Mil
Technology

Intuit Inc

2.29 43.8 Mil
Technology