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Morningstar

AB Concentrated Growth Z WPSZX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 56.70  /  +0.60 %
  • Total Assets 902.2 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.29%
  • Turnover 25%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:18 PM GMT+0

Morningstar’s Analysis WPSZX

Will WPSZX outperform in 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.

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.

by Stephen Welch
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 64.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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