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Morningstar

AB Wealth Appreciation Strategy C AWACX

Morningstar Analyst Rating
Quantitative rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 17.26  /  0.92 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.770%
  • 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 0.27%
  • Turnover 20%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis AWACX

Will AWACX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AWACX’s performance objective and investment process is for both security selection and portfolio construction.

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.

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 C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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