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AB Wealth Appreciation Strategy C AWACX

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%

Morningstar’s Analysis AWACX

Will AWACX outperform in future?

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

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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