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AB Wealth Appreciation Strategy R AWARX

Quantitative rating as of
NAV / 1-Day Return
17.04  /  1.05 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.110%
Expense Ratio
1.490%
Distribution Fee Level
Above Average
Share Class Type
Retirement, Medium
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.99%
Turnover
15%

Morningstar’s Analysis AWARX

Will AWARX outperform in future?

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

Summary

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Increased confidence in AB Wealth Appreciation Strategy R's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Quantitative Rating to Neutral from Negative. 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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