Skip to Content

AB Sustainable Global Thematic R ATERX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 144.71  /  0.33 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 42%

Morningstar’s Analysis ATERX

Will ATERX 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 ATERX

  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.14
60,090,082
Financial Services
3.10
59,316,926
Technology
2.82
53,851,514
Financial Services
2.75
52,486,509
Industrials
2.50
47,712,882
Technology
2.49
47,597,185
Financial Services
2.46
47,073,372
Financial Services
2.41
46,030,386
Financial Services
2.35
44,865,844
Technology
2.29
43,803,977
Technology