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AB Wealth Appreciation Strategy K AWAKX

Quantitative rating as of
  • NAV / 1-Day Return 17.09  /  1.06 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.13%
  • Turnover 20%

Morningstar’s Analysis AWAKX

Will AWAKX 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 K to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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