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AB Sustainable Global Thematic Advisor ATEYX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 164.24  /  +0.27 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.23%
  • Turnover 42%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis ATEYX

Will ATEYX 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.

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Portfolio Holdings ATEYX

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

Visa Inc Class A

3.14 60.1 Mil
Financial Services

Microsoft Corp

3.10 59.3 Mil

Partners Group Holding AG

2.82 53.9 Mil
Financial Services

Waste Management Inc

2.75 52.5 Mil

Accenture PLC Class A

2.50 47.7 Mil


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

Intuit Inc

2.29 43.8 Mil