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AB Large Cap Growth I (ALLIX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Large Cap Growth I (ALLIX) Fund

    Last Trade: $48.01 on 6/23/2017, Change: +0.13 (0.27%)

 

Graph of AB Large Cap Growth I Fund (ALLIX) ManagerFund Manager - Vincent C. Dupont

Fund Manager Information

Fund Manager Tenure: 5.4 years
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.89)     (What does this score mean?)

 

Graph of AB Large Cap Growth I Fund (ALLIX) ProfileAB Large Cap Growth I Fund (ALLIX) Profile

Fund Profile and Description

AB Large Cap Growth I Fund seeks long-term growth of capital. AB Large Cap Growth I Fund normally invests at least 80% of net assets in common stocks of large-capitalization companies which have market capitalizations within the range of market capitalizations of companies appearing in the Russell 1000(R) Growth Index. It invests in about 50-70 companies, with the 25 most highly regarded of these companies usually constituting approximately 70% of assets. The Adviser tends to focus on those companies that have strong management, superior industry positions, excellent balance sheets and superior earnings growth prospects.

 

AB Large Cap Growth I (ALLIX) Fund Strength What we like about AB Large Cap Growth I (ALLIX) Fund

Data for AB Large Cap Growth I Fund (ALLIX) as of May 30, 2016

  • AB Large Cap Growth I Fund (ALLIX) management has been with AB Large Cap Growth I Fund for 5.4 years
  • AB Large Cap Growth I Fund (ALLIX) has good short-term performance (1-year return 3.45% vs -1.74% Large Growth category median performance)
  • AB Large Cap Growth I Fund (ALLIX) has good mid-term performance (3-year return 15.83% vs 10.74% Large Growth category median performance)
  • AB Large Cap Growth I Fund (ALLIX) has good Long-term performance (5-year return 13.44% vs 10.14% Large Growth category median performance)
  • AB Large Cap Growth I Fund (ALLIX) ratio of up-years vs down years is greater than 2
  • AB Large Cap Growth I Fund (ALLIX) has a Morningstar rating of 4 and above
  • Asset base in AB Large Cap Growth I Fund (ALLIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AB Large Cap Growth I Fund (ALLIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.37, lower than category average of 12.75
  • AB Large Cap Growth I Fund (ALLIX) has a lower expense ratio than its Large Growth average: 0.87% vs 1.17%
  • AB Large Cap Growth I Fund (ALLIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Large Cap Growth I Fund (ALLIX) Weakness What we are cautious about AB Large Cap Growth I (ALLIX) Fund

Data for AB Large Cap Growth I Fund (ALLIX) as of May 30, 2016

  • AB Large Cap Growth I Fund (ALLIX) has an annual stock turnover rate of 74.00% that is higher than the Large Growth average of 50.46%. This could mean AB Large Cap Growth I is more nimble, but also signal potential high tax impact and high trading fees
See AB Large Cap Growth I Fund (ALLIX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Large Cap Growth I Fund (ALLIX)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 Large Cap Growth I0.103.4515.8313.44
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 Large Cap Growth I Fund (ALLIX)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 Large Cap Growth I Fund (ALLIX) Net Asset TrackingAB Large Cap Growth I (ALLIX) Fund Net Asset

Track net asset change of AB Large Cap Growth I fund (ALLIX)

DateNet Asset
05/2016$3.30B
03/2016$3.14B
02/2016$2.85B
More historic net asset information on AB Large Cap Growth I Fund (ALLIX)

  

Graph of AB Large Cap Growth I Fund (ALLIX) Portfolio TrackingAB Large Cap Growth I (ALLIX) Fund Portfolio Allocation

Track portfolio allocation change of AB Large Cap Growth I fund (ALLIX)

DateCashStockBondOther
04/20166.97%93.03%0%0%
02/20164.73%95.27%0%0%
12/20159.17%90.83%0%0%
Click here to see more historic asset allocation information on AB Large Cap Growth I Fund (ALLIX)

 

graph of AB Large Cap Growth I Fund (ALLIX) Top 10 Position TrackingTop 10 Holdings in AB Large Cap Growth I (ALLIX) Fund

Discover what AB Large Cap Growth I Fund (ALLIX) manager is buying

Apr 29, 2016
Facebook, Inc. [5.76%]
Alphabet Inc. [5.17%]
Biogen Inc. [4.33%]
Intuitive Surgical, Inc. [4.22%]
Apple Inc. [4.09%]
Visa Inc. [4.04%]
Home Depot, Inc. (The) Common S [4.02%]
UnitedHealth Group Incorporated [3.71%]
Comcast Corporation [2.79%]
CVS Health Corporation Common S [2.78%]

Feb 28, 2016
Facebook, Inc. [5.45%]
Alphabet Inc. [5.19%]
Intuitive Surgical, Inc. [4.62%]
Apple Inc. [4.51%]
Biogen Inc. [4.35%]
Home Depot, Inc. (The) Common S [3.97%]
UnitedHealth Group Incorporated [3.92%]
Visa Inc. [3.72%]
CVS Health Corporation Common S [3.4%]
Comcast Corporation [2.83%]

Dec 30, 2015
Apple Inc. [5.02%]
Alphabet Inc. [4.78%]
Facebook, Inc. [4.58%]
Biogen Inc. [4.41%]
Intuitive Surgical, Inc. [4.12%]
Home Depot, Inc. (The) Common S [3.75%]
Visa Inc. [3.62%]
CVS Health Corporation Common S [3.42%]
UnitedHealth Group Incorporated [3.42%]
Comcast Corporation [3.16%]
Click here for Stock Holding Change Map in AB Large Cap Growth I Fund (ALLIX)

  

Latest News on AB Large Cap Growth I (ALLIX) Fund

See what is happening with AB Large Cap Growth I Fund (ALLIX)

 

AB Large Cap Growth I Fund (ALLIX) Related ResourcesSee more information on AB Large Cap Growth I (ALLIX) Fund

Popular pages on AB Large Cap Growth I (ALLIX) Fund

  

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