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AB Wealth Appreciation Strategy A (AWAAX)

18.64
-1.11
(-5.62%)
At close: April 4 at 8:03:44 PM EDT
Loading Chart for AWAAX
  • Previous Close 19.75
  • YTD Return -2.15%
  • Expense Ratio 1.00%
  • Category World Large-Stock Blend
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.18B
  • Beta (5Y Monthly) 1.01
  • Yield 0.90%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.19
  • 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

1.18B

Net Assets

2003-09-02

Inception Date

Performance Overview: AWAAX

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Trailing returns as of 4/3/2025. Category is World Large-Stock Blend.

YTD Return

AWAAX
2.15%
Category
12.08%
 

1-Year Return

AWAAX
4.52%
Category
38.01%
 

3-Year Return

AWAAX
6.79%
Category
12.74%
 

5-Year Return

AWAAX
14.82%
Category
12.82%
 

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Holdings: AWAAX

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Sector Weightings

SectorAWAAX
Technology   24.14%
Industrials   11.55%
Healthcare   11.42%
Energy   3.35%
Real Estate   2.63%
Utilities   2.52%

Recent News: AWAAX

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Research Reports: AWAAX

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