Skip to Content
Morningstar

AB Sustainable Global Thematic K ATEKX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 135.70  /  0.15 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.04%
  • Turnover 30%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:11 PM GMT+0

Morningstar’s Analysis ATEKX

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

People Pillar

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

A rigorous process.

Analyst Anthony Thorn

Anthony Thorn

Analyst

Summary

AB Sustainable Global Thematic’s thorough and disciplined environmental, social, and governance approach gives it a slight edge. Three share classes maintain their Morningstar Analyst Rating of Bronze, while the remaining four stay at Neutral.

by Anthony Thorn
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ATEKX

More ATEKX Holdings
  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB Government Money Market A

3.24
63,955,800
Cash and Equivalents

Microsoft Corp

2.86
56,467,144
Technology

Deere & Co

2.81
55,532,244
Industrials

Visa Inc Class A

2.65
52,401,635
Financial Services

Waste Management Inc

2.59
51,151,289
Industrials

MSCI Inc

2.49
49,145,237
Financial Services

Infineon Technologies AG

2.36
46,688,108
Technology

Deutsche Boerse AG

2.33
46,065,413
Financial Services

Accenture PLC Class A

2.32
45,836,584
Technology

London Stock Exchange Group PLC

2.25
44,464,988
Financial Services