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AB Wealth Appreciation Strategy R AWARX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 19.41  /  0.36 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Limited
  • TTM Yield 0.63%
  • Turnover 13%

Morningstar’s Analysis AWARX

Will AWARX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AB Wealth Appreciation Strategy R to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings AWARX

  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

28.37
325,714,268

AB International Small Cap Z

5.48
62,874,841
4.84
55,553,141
Technology

AB Discovery Value Z

3.39
38,908,599
2.94
33,740,897
Communication Services
2.66
30,593,787
Technology

AB Emerging Markets Z

2.53
29,055,590

AB Discovery Growth Z

2.41
27,689,059

AB Small Cap Core Z

2.22
25,475,075
2.14
24,542,413
Financial Services