Morningstar

AB Wealth Appreciation Strategy Class C AWACX

Medalist Rating as of Aug 31, 2026 See AllianceBernstein Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser ("Underlying Portfolios"). A majority of the fund's assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Adviser's U.S. Strategic Equities investment strategy ("U.S. Strategic Equities").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AWAYX	AB Wealth Appreciation Strategy Advisor Class	No Load	Open			Sep 2, 2003	$1.14B	0.750%	Below Average	$0	$9.98M
AWAAX	AB Wealth Appreciation Strategy Class A	Front Load	Open			Sep 2, 2003	$405.71M	1.000%	Below Average	$2,500	−$31.06M
AWACX	AB Wealth Appreciation Strategy Class C	Level Load	Open			Sep 2, 2003	$2.58M	1.750%	Below Average	$2,500	−$778,922.95

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