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.
- NAV / 1-Day Return 8.70 / 0.11 %
- Total Assets 2.7 Bil
-
Adj. Expense Ratio
1.060%
- Expense Ratio 1.060%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 64%
Morningstar’s Analysis CHCKX
Will CHCKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 84
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector