Skip to Content

AB Wealth Appreciation Strategy C AWACX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 20.24  /  +1.91 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • 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 0.09%
  • Turnover 13%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis AWACX

Will AWACX 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 C 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 most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AWACX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

28.37 325.7 Mil

AB International Small Cap Z

5.48 62.9 Mil

Microsoft Corp

4.84 55.6 Mil
Technology

AB Discovery Value Z

3.39 38.9 Mil

Alphabet Inc Class C

2.94 33.7 Mil
Communication Services

Apple Inc

2.66 30.6 Mil
Technology

AB Emerging Markets Z

2.53 29.1 Mil

AB Discovery Growth Z

2.41 27.7 Mil

AB Small Cap Core Z

2.22 25.5 Mil

Visa Inc Class A

2.14 24.5 Mil
Financial Services