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AB Wealth Appreciation Strategy A AWAAX

Quantitative rating as of
NAV / 1-Day Return
17.16  /  0.46 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
1.020%
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
1.34%
Turnover
20%

Morningstar’s Analysis AWAAX

Will AWAAX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AB Wealth Appreciation Strategy A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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