Morningstar

AB Concentrated Growth Fund Class Z WPSZX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 49.14  /  −0.04 %
  • Total Assets 453.1M
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2M
  • Status Open
  • TTM Yield 0.03%
  • Turnover 18%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WPSZX

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

  • People Pillar

    The People Pillar is our evaluation of the WPSZX 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 WPSZX’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 WPSZX

More WPSZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

8.73 43M
Technology

Amazon.com Inc

8.10 40M
Consumer Cyclical

Eaton Corp PLC

7.70 38M
Industrials

Mastercard Inc Class A

5.97 29M
Financial Services

Quanta Services Inc

5.95 29M
Industrials

NVIDIA Corp

5.72 28M
Technology

Cadence Design Systems Inc

5.13 25M
Technology

Ecolab Inc

4.96 24M
Basic Materials

Apple Inc

4.94 24M
Technology

Cintas Corp

4.84 24M
Industrials

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