Skip to Content
Morningstar

AB Tax-Managed Wealth Apprec Strat A ATWAX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 21.72  /  +1.21 %
  • Total Assets 824.0 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.85%
  • Turnover 13%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ATWAX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AB Tax-Managed Wealth Apprec Strat A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ATWAX

More ATWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

26.63 219.7 Mil
—

AB International Small Cap Z

5.58 46.0 Mil
—

Microsoft Corp

5.30 43.8 Mil
Technology

NVIDIA Corp

3.81 31.4 Mil
Technology

AB Discovery Value Z

3.20 26.4 Mil
—

Alphabet Inc Class C

2.80 23.1 Mil
Communication Services

Apple Inc

2.68 22.1 Mil
Technology

AB Emerging Markets Z

2.51 20.7 Mil
—

AB Discovery Growth Z

2.34 19.3 Mil
—

AB Small Cap Core Z

2.08 17.2 Mil
—