Morningstar

AB Concentrated Growth Fund Class I WPSIX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 49.74  /  +0.65 %
  • Total Assets 422.6M
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2M
  • Status Open
  • TTM Yield 0.00
  • Turnover 48%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WPSIX

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

  • People Pillar

    The People Pillar is our evaluation of the WPSIX 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 WPSIX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WPSIX

More WPSIX 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

Amazon.com Inc

7.64 35M
Consumer Cyclical

Amphenol Corp Class A

6.90 32M
Technology

Cadence Design Systems Inc

6.61 31M
Technology

Eaton Corp PLC

6.32 29M
Industrials

Mastercard Inc Class A

6.29 29M
Financial Services

Alphabet Inc Class A

5.88 27M
Communication Services

Quanta Services Inc

5.61 26M
Industrials

NVIDIA Corp

5.52 25M
Technology

Motorola Solutions Inc

4.92 23M
Technology

Ecolab Inc

4.82 22M
Basic Materials

Sponsor Center