AB Wealth Appreciation Strategy A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
AB Wealth Appreciation Strategy Class A AWAAX
- NAV / 1-Day Return 26.42 / −0.71 %
- Total Assets 1.6B
-
Adj. Expense Ratio
1.000%
- Expense Ratio 0.710%
- 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 26%
USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis AWAAX
Will AWAAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AB International Strat Eqs Z | 23.99 | 370M | — |
NVIDIA Corp | 5.10 | 79M | Technology |
Alphabet Inc Class C | 4.28 | 66M | Communication Services |
AB International Small Cap Z | 3.87 | 60M | — |
Microsoft Corp | 3.81 | 59M | Technology |
Apple Inc | 3.44 | 53M | Technology |
Amazon.com Inc | 3.23 | 50M | Consumer Cyclical |
AB Discovery Value Z | 3.01 | 46M | — |
Broadcom Inc | 2.48 | 38M | Technology |
AB Discovery Growth Z | 2.35 | 36M | — |
United States