Morningstar

AB Discovery Growth Fund Class I CHCIX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $13.03  /  +0.93 %
  • Fund Size $2.4B
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 110%
NAV and 1-Day Return as of

Morningstar’s Analysis CHCIX

Will CHCIX outperform in the future?

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

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of CHCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid foundation to work with.

Analyst David Carey

David Carey

Analyst

Summary

AB Discovery Growth’s sound approach is still appealing after a new leader has settled in. It retains its Average People and Above Average Process Pillar ratings.

by David Carey
Rated on Published on

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Portfolio Holdings CHCIX

More CHCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB Government Money Market A

2.30 60M
Cash and Equivalents

Carpenter Technology Corp

2.04 53M
Industrials

MACOM Technology Solutions Holdings Inc

2.01 52M
Technology

Guardant Health Inc

1.93 50M
Healthcare

Semtech Corp

1.78 46M
Technology

Manhattan Associates Inc

1.75 45M
Technology

SiTime Corp Ordinary Shares

1.74 45M
Technology

FirstCash Holdings Inc

1.63 42M
Financial Services

Lattice Semiconductor Corp

1.61 42M
Technology

Marex Group Ltd

1.60 42M
Financial Services

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