Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | AGBBX Insights | AGBBX Score | AGBBX Performance | AGBBX News | AGBBX Allocation | AGBBX Holdings Change

AB Growth B (AGBBX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Growth B (AGBBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of AB Growth B Fund (AGBBX) ManagerFund Manager - Frank V. Caruso

Fund Manager Information

Fund Manager Tenure: 10.0 years
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

 

Graph of AB Growth B Fund (AGBBX) ProfileAB Growth B Fund (AGBBX) Profile

Fund Profile and Description

AB Growth B Fund seeks long-term growth of capital. AB Growth B Fund invests primarily in a domestic portfolio of equity securities of companies within various market sectors selected by the Adviser for their growth potential. The Adviser places research emphasis on identifying companies whose prospective earnings growth potential appears likely to outpace market expectations. AB Growth B Fund normally invests in approximately 80-120 companies with an emphasis on large- and mid-capitalization companies.

 

AB Growth B (AGBBX) Fund Strength What we like about AB Growth B (AGBBX) Fund

Data for AB Growth B Fund (AGBBX) as of May 30, 2016

  • AB Growth B Fund (AGBBX) management has been with AB Growth B Fund for 10.0 years
  • AB Growth B Fund (AGBBX) has good short-term performance (1-year return 1.27% vs -1.74% Large Growth category median performance)
  • AB Growth B Fund (AGBBX) has good mid-term performance (3-year return 12.93% vs 10.74% Large Growth category median performance)
  • AB Growth B Fund (AGBBX) has good Long-term performance (5-year return 10.64% vs 10.14% Large Growth category median performance)
  • AB Growth B Fund (AGBBX) ratio of up-years vs down years is greater than 2
  • AB Growth B Fund (AGBBX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.64, lower than category average of 12.75

AB Growth B Fund (AGBBX) Weakness What we are cautious about AB Growth B (AGBBX) Fund

Data for AB Growth B Fund (AGBBX) as of May 30, 2016

  • AB Growth B Fund (AGBBX) has a Morningstar rating of 3 and below
  • AB Growth B Fund (AGBBX) has an annual stock turnover rate of 59.00% that is higher than the Large Growth average of 50.46%. This could mean AB Growth B is more nimble, but also signal potential high tax impact and high trading fees
  • AB Growth B Fund (AGBBX) has a higher expense ratio of 2.12% than its Large Growth average of 1.17%
  • AB Growth B Fund (AGBBX) carries a 4% load
See AB Growth B Fund (AGBBX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Growth B Fund (AGBBX)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 Growth B-0.631.2712.9310.64
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 Growth B Fund (AGBBX)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 Growth B Fund (AGBBX) Net Asset TrackingAB Growth B (AGBBX) Fund Net Asset

Track net asset change of AB Growth B fund (AGBBX)

DateNet Asset
05/2016$680.55M
03/2016$683.49M
02/2016$649.78M
More historic net asset information on AB Growth B Fund (AGBBX)

  

Graph of AB Growth B Fund (AGBBX) Portfolio TrackingAB Growth B (AGBBX) Fund Portfolio Allocation

Track portfolio allocation change of AB Growth B fund (AGBBX)

DateCashStockBondOther
04/20164.77%95.23%0%0%
02/20160.95%99.05%0%0%
12/20153.65%96.35%0%0%
Click here to see more historic asset allocation information on AB Growth B Fund (AGBBX)

 

graph of AB Growth B Fund (AGBBX) Top 10 Position TrackingTop 10 Holdings in AB Growth B (AGBBX) Fund

Discover what AB Growth B Fund (AGBBX) manager is buying

Apr 29, 2016
Facebook, Inc. [5.55%]
Visa Inc. [4.15%]
Alphabet Inc. [3.86%]
Home Depot, Inc. (The) Common S [3.8%]
Biogen Inc. [3.68%]
UnitedHealth Group Incorporated [3.56%]
Apple Inc. [3.31%]
CVS Health Corporation Common S [3.29%]
Starbucks Corporation [3.16%]
Nike, Inc. Common Stock [2.97%]

Feb 28, 2016
Facebook, Inc. [5.22%]
Visa Inc. [4.27%]
Alphabet Inc. [4.02%]
UnitedHealth Group Incorporated [3.82%]
Home Depot, Inc. (The) Common S [3.64%]
Apple Inc. [3.63%]
CVS Health Corporation Common S [3.54%]
Biogen Inc. [3.43%]
Starbucks Corporation [3.03%]
Intuitive Surgical, Inc. [3%]

Dec 30, 2015
Apple Inc. [5.03%]
Facebook, Inc. [4.69%]
Visa Inc. [4.44%]
Alphabet Inc. [4.01%]
Biogen Inc. [3.51%]
UnitedHealth Group Incorporated [3.47%]
CVS Health Corporation Common S [3.27%]
Home Depot, Inc. (The) Common S [3.26%]
Nike, Inc. Common Stock [2.79%]
Starbucks Corporation [2.77%]
Click here for Stock Holding Change Map in AB Growth B Fund (AGBBX)

  

Latest News on AB Growth B (AGBBX) Fund

See what is happening with AB Growth B Fund (AGBBX)

    No recent news

 

AB Growth B Fund (AGBBX) Related ResourcesSee more information on AB Growth B (AGBBX) Fund

Popular pages on AB Growth B (AGBBX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update