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AB Concentrated Growth Advisor WPSGX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 55.82  /  −2.14 %
  • Total Assets 898.2 Mil
  • 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 0.33%
  • Turnover 25%

USD | NAV as of Jul 24, 2024 | 1-Day Return as of Jul 24, 2024, 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.

A concentrated, long-term approach.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

AB Concentrated Growth benefits from a sensible approach focusing on durable high growth.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WPSGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 64.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.94 107.5 Mil
Technology

Mastercard Inc Class A

9.71 104.9 Mil
Financial Services

Amazon.com Inc

9.43 101.9 Mil
Consumer Cyclical

Eaton Corp PLC

6.02 65.1 Mil
Industrials

Constellation Brands Inc Class A

5.37 58.0 Mil
Consumer Defensive

The Cooper Companies Inc

4.95 53.5 Mil
Healthcare

Charles Schwab Corp

4.90 53.0 Mil
Financial Services

Automatic Data Processing Inc

4.89 52.8 Mil
Industrials

IQVIA Holdings Inc

4.88 52.8 Mil
Healthcare

Amphenol Corp Class A

4.84 52.3 Mil
Technology