AB Wealth Appreciation Strategy C 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 C AWACX
- NAV / 1-Day Return 26.50 / +2.24 %
- Total Assets 1.5B
-
Adj. Expense Ratio
1.750%
- Expense Ratio 1.460%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.11%
- Turnover 26%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:14 AM GMT+0
Morningstar’s Analysis AWACX
Will AWACX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the AWACX 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 AWACX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AB International Strat Eqs Z | 23.92 | 359M | — |
NVIDIA Corp | 4.95 | 74M | Technology |
Alphabet Inc Class C | 4.46 | 67M | Communication Services |
AB International Small Cap Z | 3.88 | 58M | — |
Microsoft Corp | 3.58 | 54M | Technology |
Amazon.com Inc | 3.25 | 49M | Consumer Cyclical |
Apple Inc | 3.07 | 46M | Technology |
AB Discovery Value Z | 3.04 | 46M | — |
Broadcom Inc | 2.38 | 36M | Technology |
AB Discovery Growth Z | 2.29 | 34M | — |
United States