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AB Tax-Managed Wealth Apprec Strat Adv ATWYX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 20.47  /  +0.05 %
  • Total Assets 802.8 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.18%
  • Turnover 13%

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

Morningstar’s Analysis ATWYX

Will ATWYX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings ATWYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

27.97 211.9 Mil

AB International Small Cap Z

5.30 40.2 Mil

Microsoft Corp

5.23 39.6 Mil
Technology

AB Discovery Value Z

3.50 26.5 Mil

Apple Inc

2.98 22.6 Mil
Technology

Alphabet Inc Class C

2.58 19.6 Mil
Communication Services

AB Emerging Markets Z

2.48 18.8 Mil

AB Discovery Growth Z

2.47 18.7 Mil

AB Small Cap Core Z

2.33 17.6 Mil

UnitedHealth Group Inc

1.99 15.1 Mil
Healthcare