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AB Core Opportunities Advisor (ADGYX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Core Opportunities Advisor (ADGYX) Fund

    Last Trade: $21.68 on 9/22/2017, Change: +0.00 (0%)

 

Graph of AB Core Opportunities Advisor Fund (ADGYX) ManagerFund Manager - Frank V. Caruso

Fund Manager Information

Fund Manager Tenure: 17.8 years
Similar Funds: ADGAX  ADGBX  ADGCX  ADGIX  ADGKX  ADGRX 
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)

 

Graph of AB Core Opportunities Advisor Fund (ADGYX) ProfileAB Core Opportunities Advisor Fund (ADGYX) Profile

Fund Profile and Description

AB Core Opportunities Advisor Fund seeks long-term growth of capital. AB Core Opportunities Advisor Fund invests primarily in the equity securities of U.S. companies that are undervalued. It may invest in companies of any size and in any industry. AB Core Opportunities Advisor Fund may invest in securities of non-U.S. issuers. It may enter into derivatives transactions, such as options, futures, forwards and swap agreements. AB Core Opportunities Advisor Fund may enter into forward commitments.

 

AB Core Opportunities Advisor (ADGYX) Fund Strength What we like about AB Core Opportunities Advisor (ADGYX) Fund

Data for AB Core Opportunities Advisor Fund (ADGYX) as of May 30, 2016

  • AB Core Opportunities Advisor Fund (ADGYX) management has been with AB Core Opportunities Advisor Fund for 17.8 years
  • AB Core Opportunities Advisor Fund (ADGYX) has good short-term performance (1-year return 3.36% vs -1.74% Large Growth category median performance)
  • AB Core Opportunities Advisor Fund (ADGYX) has good mid-term performance (3-year return 12.04% vs 10.74% Large Growth category median performance)
  • AB Core Opportunities Advisor Fund (ADGYX) has good Long-term performance (5-year return 12.15% vs 10.14% Large Growth category median performance)
  • AB Core Opportunities Advisor Fund (ADGYX) ratio of up-years vs down years is greater than 2
  • AB Core Opportunities Advisor Fund (ADGYX) has a Morningstar rating of 4 and above
  • Asset base in AB Core Opportunities Advisor Fund (ADGYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AB Core Opportunities Advisor Fund (ADGYX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.09, lower than category average of 12.75
  • AB Core Opportunities Advisor Fund (ADGYX) has a lower expense ratio than its Large Growth average: 0.90% vs 1.17%
  • AB Core Opportunities Advisor Fund (ADGYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Core Opportunities Advisor Fund (ADGYX) Weakness What we are cautious about AB Core Opportunities Advisor (ADGYX) Fund

Data for AB Core Opportunities Advisor Fund (ADGYX) as of May 30, 2016

  • AB Core Opportunities Advisor Fund (ADGYX) has an annual stock turnover rate of 96.00% that is higher than the Large Growth average of 50.46%. This could mean AB Core Opportunities Advisor is more nimble, but also signal potential high tax impact and high trading fees
See AB Core Opportunities Advisor Fund (ADGYX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Core Opportunities Advisor Fund (ADGYX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Core Opportunities Advisor1.543.3612.0412.15
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare
Voya Russell Large Cap Growth Idx Port A (IRLAX)1.262.9712.4812.12Compare

See top fund managers for Large Growth Category Funds

 

Compare AB Core Opportunities Advisor Fund (ADGYX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of AB Core Opportunities Advisor Fund (ADGYX) Net Asset TrackingAB Core Opportunities Advisor (ADGYX) Fund Net Asset

Track net asset change of AB Core Opportunities Advisor fund (ADGYX)

DateNet Asset
05/2016$177.98M
03/2016$167.81M
02/2016$157.26M
More historic net asset information on AB Core Opportunities Advisor Fund (ADGYX)

  

Graph of AB Core Opportunities Advisor Fund (ADGYX) Portfolio TrackingAB Core Opportunities Advisor (ADGYX) Fund Portfolio Allocation

Track portfolio allocation change of AB Core Opportunities Advisor fund (ADGYX)

DateCashStockBondOther
04/201613.22%86.78%0%0%
02/20166.92%93.08%0%0%
12/201510.18%89.82%0%0%
Click here to see more historic asset allocation information on AB Core Opportunities Advisor Fund (ADGYX)

 

graph of AB Core Opportunities Advisor Fund (ADGYX) Top 10 Position TrackingTop 10 Holdings in AB Core Opportunities Advisor (ADGYX) Fund

Discover what AB Core Opportunities Advisor Fund (ADGYX) manager is buying

Apr 29, 2016
Biogen Inc. [4.67%]
Alphabet Inc. [3.58%]
UnitedHealth Group Incorporated [3.49%]
CVS Health Corporation Common S [2.72%]
Facebook, Inc. [2.68%]
Apple Inc. [2.6%]
Liberty Interactive Corporation [2.55%]
Pfizer, Inc. Common Stock [2.51%]
Intuitive Surgical, Inc. [2.47%]
Berkshire Hathaway Inc B [2.44%]

Feb 28, 2016
Biogen Inc. [4.23%]
Alphabet Inc. [3.99%]
UnitedHealth Group Incorporated [3.5%]
CVS Health Corporation Common S [3.21%]
Apple Inc. [2.97%]
Facebook, Inc. [2.81%]
Wells Fargo & Company Common St [2.78%]
Intuitive Surgical, Inc. [2.76%]
Liberty Interactive Corporation [2.73%]
General Dynamics Corporation Co [2.71%]

Dec 30, 2015
Alphabet Inc. [4.21%]
Biogen Inc. [4.1%]
UnitedHealth Group Incorporated [3.77%]
CVS Health Corporation Common S [3.41%]
Apple Inc. [3.14%]
Wells Fargo & Company Common St [3.13%]
Interpublic Group of Companies, [2.72%]
Liberty Interactive Corporation [2.7%]
Pfizer, Inc. Common Stock [2.66%]
Cisco Systems, Inc. [2.56%]
Click here for Stock Holding Change Map in AB Core Opportunities Advisor Fund (ADGYX)

  

Latest News on AB Core Opportunities Advisor (ADGYX) Fund

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AB Core Opportunities Advisor Fund (ADGYX) Related ResourcesSee more information on AB Core Opportunities Advisor (ADGYX) Fund

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