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Morningstar

AB Concentrated Growth Advisor WPSGX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 47.29  /  0.08 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 25%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:20 PM GMT+0

Morningstar’s Analysis WPSGX

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

People Pillar

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

Experienced manager employing a patient and disciplined approach.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

AB Concentrated Growth’s prudent approach earn its cheapest U.S.-based share classes and separate account a Morningstar Analyst Rating of Bronze. Its more expensive U.S.-based and Luxembourg-based share classes stay at Neutral.

by Stephen Welch
Rated on Published on

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Portfolio Holdings WPSGX

More WPSGX Holdings
  • Current Portfolio Date
  • Equity Holdings 19
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 63.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.27
108,728,906
Technology

Mastercard Inc Class A

8.71
102,258,489
Financial Services

Amazon.com Inc

7.63
89,580,438
Consumer Cyclical

IQVIA Holdings Inc

6.87
80,650,488
Healthcare

CDW Corp

6.05
71,030,292
Technology

Automatic Data Processing Inc

5.38
63,121,027
Industrials

Constellation Brands Inc Class A

4.93
57,851,332
Consumer Defensive

Abbott Laboratories

4.78
56,088,277
Healthcare

Charles Schwab Corp

4.78
56,042,026
Financial Services

Amphenol Corp Class A

4.74
55,582,667
Technology