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.
AB Concentrated Growth Fund Advisor Class WPSGX
- NAV / 1-Day Return 48.53 / +1.46 %
- Total Assets 477.0M
-
Adj. Expense Ratio
0.750%
- Expense Ratio 0.750%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.04%
- Turnover 18%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:14 AM GMT+0
Morningstar’s Analysis WPSGX
Will WPSGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 68.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 9.56 | 50M | Consumer Cyclical |
Eaton Corp PLC | 8.97 | 47M | Industrials |
Mastercard Inc Class A | 8.20 | 43M | Financial Services |
Amphenol Corp Class A | 8.09 | 42M | Technology |
Microsoft Corp | 7.50 | 39M | Technology |
NVIDIA Corp | 7.11 | 37M | Technology |
TJX Companies Inc | 4.88 | 25M | Consumer Cyclical |
Cadence Design Systems Inc | 4.87 | 25M | Technology |
Cintas Corp | 4.59 | 24M | Industrials |
Motorola Solutions Inc | 4.57 | 24M | Technology |
United States