Morningstar

AB Wealth Appreciation Strategy Class C AWACX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $26.97  /  +0.37 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 1.750%
  • Net Expense Ratio 1.470%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.10%
  • Turnover Ratio 23%
NAV and 1-Day Return as of

Morningstar’s Analysis AWACX

Will AWACX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings AWACX

More AWACX Holdings
  • 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

23.86 374M
—

NVIDIA Corp

5.16 81M
Technology

Microsoft Corp

4.11 64M
Technology

AB International Small Cap Z

3.96 62M
—

Alphabet Inc Class C

3.73 58M
Communication Services

Apple Inc

3.44 54M
Technology

AB Discovery Value Z

3.14 49M
—

Amazon.com Inc

3.05 48M
Consumer Cyclical

AB Small Cap Core Z

2.17 34M
—

AB Discovery Growth Z

2.15 34M
—

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