Morningstar

AB Tax-Managed Wealth Appreciation Strategy Advisor Class ATWYX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $28.74  /  +1.13 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.730%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.05%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis ATWYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AB Tax-Managed Wealth Apprec Strat Adv holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ATWYX

More ATWYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

23.78 260M
—

NVIDIA Corp

5.22 57M
Technology

Microsoft Corp

4.38 48M
Technology

AB International Small Cap Z

3.95 43M
—

Apple Inc

3.37 37M
Technology

Alphabet Inc Class C

3.29 36M
Communication Services

AB Discovery Value Z

3.11 34M
—

Amazon.com Inc

2.83 31M
Consumer Cyclical

AB Discovery Growth Z

2.15 24M
—

AB Small Cap Core Z

2.15 23M
—

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