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AB Growth Advisor (AGRYX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Growth Advisor (AGRYX) Fund

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

 

Graph of AB Growth Advisor Fund (AGRYX) ManagerFund Manager - Frank V. Caruso

Fund Manager Information

Fund Manager Tenure: 10.7 years
Similar Funds: AGRCX  AGRFX 
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

 

Graph of AB Growth Advisor Fund (AGRYX) ProfileAB Growth Advisor Fund (AGRYX) Profile

Fund Profile and Description

AB Growth Advisor Fund seeks long-term growth of capital. AB Growth Advisor 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 Advisor Fund normally invests in approximately 80-120 companies with an emphasis on large- and mid-capitalization companies.

 

AB Growth Advisor (AGRYX) Fund Strength What we like about AB Growth Advisor (AGRYX) Fund

Data for AB Growth Advisor Fund (AGRYX) as of May 30, 2016

  • AB Growth Advisor Fund (AGRYX) management has been with AB Growth Advisor Fund for 10.7 years
  • AB Growth Advisor Fund (AGRYX) has good short-term performance (1-year return 2.34% vs -1.74% Large Growth category median performance)
  • AB Growth Advisor Fund (AGRYX) has good mid-term performance (3-year return 14.17% vs 10.74% Large Growth category median performance)
  • AB Growth Advisor Fund (AGRYX) has good Long-term performance (5-year return 11.86% vs 10.14% Large Growth category median performance)
  • AB Growth Advisor Fund (AGRYX) ratio of up-years vs down years is greater than 2
  • AB Growth Advisor Fund (AGRYX) has a Morningstar rating of 4 and above
  • AB Growth Advisor Fund (AGRYX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.66, lower than category average of 12.75
  • AB Growth Advisor Fund (AGRYX) has a lower expense ratio than its Large Growth average: 1.02% vs 1.17%
  • AB Growth Advisor Fund (AGRYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Growth Advisor Fund (AGRYX) Weakness What we are cautious about AB Growth Advisor (AGRYX) Fund

Data for AB Growth Advisor Fund (AGRYX) as of May 30, 2016

  • AB Growth Advisor Fund (AGRYX) 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 Advisor is more nimble, but also signal potential high tax impact and high trading fees
See AB Growth Advisor Fund (AGRYX) performance details as of May 30, 2016

 

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Compare AB Growth Advisor Fund (AGRYX)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 Advisor-0.202.3414.1711.86
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 Advisor Fund (AGRYX)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 Advisor Fund (AGRYX) Net Asset TrackingAB Growth Advisor (AGRYX) Fund Net Asset

Track net asset change of AB Growth Advisor fund (AGRYX)

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

  

Graph of AB Growth Advisor Fund (AGRYX) Portfolio TrackingAB Growth Advisor (AGRYX) Fund Portfolio Allocation

Track portfolio allocation change of AB Growth Advisor fund (AGRYX)

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 Advisor Fund (AGRYX)

 

graph of AB Growth Advisor Fund (AGRYX) Top 10 Position TrackingTop 10 Holdings in AB Growth Advisor (AGRYX) Fund

Discover what AB Growth Advisor Fund (AGRYX) 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 Advisor Fund (AGRYX)

  

Latest News on AB Growth Advisor (AGRYX) Fund

See what is happening with AB Growth Advisor Fund (AGRYX)

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