AB Wealth Appreciation Strategy Advisor holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
AB Wealth Appreciation Strategy Advisor Class AWAYX
- NAV / 1-Day Return 26.01 / +0.39 %
- Total Assets 1.5B
-
Adj. Expense Ratio
0.750%
- Expense Ratio 0.460%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.06%
- Turnover 26%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:22 AM GMT+0
Morningstar’s Analysis AWAYX
Will AWAYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the AWAYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of AWAYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AB International Strat Eqs Z | 23.92 | 359M | — |
NVIDIA Corp | 4.95 | 74M | Technology |
Alphabet Inc Class C | 4.46 | 67M | Communication Services |
AB International Small Cap Z | 3.88 | 58M | — |
Microsoft Corp | 3.58 | 54M | Technology |
Amazon.com Inc | 3.25 | 49M | Consumer Cyclical |
Apple Inc | 3.07 | 46M | Technology |
AB Discovery Value Z | 3.04 | 46M | — |
Broadcom Inc | 2.38 | 36M | Technology |
AB Discovery Growth Z | 2.29 | 34M | — |
United States