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.
- NAV / 1-Day Return 17.09 / 1.06 %
- Total Assets 1.1 Bil
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Adj. Expense Ratio
- 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.