AB Discovery Growth’s experienced leadership is a strength, but its momentum-heavy process doesn’t stand out. Its cheapest share classes earn a Morningstar Analyst Rating of Bronze, while the rest are Neutral.
Will CHCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CHCIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CHCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CHCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.