Morningstar

AB Concentrated Growth Fund Class A WPASX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $48.96  /  +0.64 %
  • Fund Size $418.9M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.020%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis WPASX

Will WPASX 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 WPASX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WPASX 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 WPASX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Results fall short of ambitions.

Sbidag Demerjian

Sbidag Demerjian

Summary

AB Concentrated Growth maintains an Average People rating under its long-tenured manager, while reduced confidence in the investment framework’s execution and stock selection drives a downgrade of the Process rating to Average from Above Average.

by Sbidag Demerjian
Rated on Published on

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Portfolio Holdings WPASX

More WPASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

7.31 33M
Technology

Amazon.com Inc

6.86 31M
Consumer Cyclical

Cadence Design Systems Inc

6.70 30M
Technology

Mastercard Inc Class A

6.58 29M
Financial Services

NVIDIA Corp

6.14 27M
Technology

Eaton Corp PLC

5.73 26M
Industrials

Alphabet Inc Class A

5.55 25M
Communication Services

Motorola Solutions Inc

5.54 25M
Technology

Roper Technologies Inc

5.29 24M
Technology

Ecolab Inc

4.90 22M
Basic Materials

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