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Morningstar

AB Discovery Growth I CHCIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.12  /  1.20 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 64%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CHCIX

Will CHCIX outperform in 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.

Upcoming retirement to test an already small team.

Analyst

Summary

| by Andrew Redden

AB Discovery Growth employs a reasonable, proven approach, but the retirement of longtime co-CIO of U.S. small/smid-cap equities and lead manager Bruce Aronow clouds its prospects. Its Morningstar Analyst Rating drops to Bronze or Neutral from Silver or Bronze, depending on share class fees.

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