Skip to Content

AB Wealth Appreciation Strategy A AWAAX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 20.64  /  0.00
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • 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 0.96%
  • Turnover 13%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis AWAAX

Will AWAAX 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 Wealth Appreciation Strategy 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-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AWAAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

27.67 318.0 Mil

Microsoft Corp

5.15 59.2 Mil
Technology

AB International Small Cap Z

4.55 52.2 Mil

AB Discovery Value Z

3.24 37.2 Mil

Alphabet Inc Class C

2.90 33.4 Mil
Communication Services

Apple Inc

2.58 29.7 Mil
Technology

AB Emerging Markets Z

2.44 28.1 Mil

NVIDIA Corp

2.34 26.9 Mil
Technology

AB Discovery Growth Z

2.33 26.8 Mil

AB Small Cap Core Z

2.27 26.1 Mil