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Nasdaq - Delayed Quote USD

AB Tax-Managed Wealth Apprec Strat Adv (ATWYX)

20.63
-0.35
(-1.67%)
As of 8:09:09 AM EDT. Market Open.
Loading Chart for ATWYX
  • Previous Close 20.98
  • YTD Return -2.17%
  • Expense Ratio 0.73%
  • Category World Large-Stock Blend
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 820.41M
  • Beta (5Y Monthly) 1.01
  • Yield 1.26%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.28
  • Inception Date Sep 2, 2003

The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser ("Underlying Portfolios"). A majority of the fund's assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Adviser's U.S. Strategic Equities investment strategy ("U.S. Strategic Equities").

AllianceBernstein

Fund Family

World Large-Stock Blend

Fund Category

820.41M

Net Assets

2003-09-02

Inception Date

Performance Overview: ATWYX

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Trailing returns as of 4/15/2025. Category is World Large-Stock Blend.

YTD Return

ATWYX
2.17%
Category
12.08%
 

1-Year Return

ATWYX
4.48%
Category
38.01%
 

3-Year Return

ATWYX
6.77%
Category
12.74%
 

5-Year Return

ATWYX
14.80%
Category
12.82%
 

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Holdings: ATWYX

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Sector Weightings

SectorATWYX
Technology   23.95%
Healthcare   11.62%
Industrials   11.27%
Energy   3.52%
Real Estate   2.52%
Utilities   2.32%

Recent News: ATWYX

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Research Reports: ATWYX

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