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AB Global Thematic Growth B (ATEBX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Global Thematic Growth B (ATEBX) Fund

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

 

Graph of AB Global Thematic Growth B Fund (ATEBX) ManagerFund Manager - Daniel Charles Roarty

Fund Manager Information

Fund Manager Tenure: 6.3 years
Similar Funds: ATECX  ATEKX  ATERX  ATEYX 
Fund Family: AllianceBernstein
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of AB Global Thematic Growth B Fund (ATEBX) ProfileAB Global Thematic Growth B Fund (ATEBX) Profile

Fund Profile and Description

AB Global Thematic Growth B Fund seeks long-term growth of capital. AB Global Thematic Growth B Fund pursues opportunistic growth by investing in a global universe of companies in multiple industries that may benefit from innovation. It invests in securities issued by U.S. and non-U.S. companies from multiple industry sectors in an attempt to maximize opportunity, which should also tend to reduce risk. AB Global Thematic Growth B Fund also uses a "bottom-up" analysis of individual companies that focuses on prospective earning growth, valuation and quality of company management. AB Global Thematic Growth B Fund normally invests in about 60-80 companies.

 

AB Global Thematic Growth B (ATEBX) Fund Strength What we like about AB Global Thematic Growth B (ATEBX) Fund

Data for AB Global Thematic Growth B Fund (ATEBX) as of May 30, 2016

  • AB Global Thematic Growth B Fund (ATEBX) management has been with AB Global Thematic Growth B Fund for 6.3 years
  • AB Global Thematic Growth B Fund (ATEBX) has good mid-term performance (3-year return 6.12% vs 5.54% World Stock category median performance)
  • AB Global Thematic Growth B Fund (ATEBX) ratio of up-years vs down years is greater than 2

AB Global Thematic Growth B Fund (ATEBX) Weakness What we are cautious about AB Global Thematic Growth B (ATEBX) Fund

Data for AB Global Thematic Growth B Fund (ATEBX) as of May 30, 2016

  • AB Global Thematic Growth B Fund (ATEBX) has a less-than-ideal short-term performance (1-year return -8.41% vs -5.49% World Stock category median performance)
  • AB Global Thematic Growth B Fund (ATEBX) has a less-than-ideal Long-term performance (5-year return 0.75% vs 5.54% World Stock category median performance)
  • AB Global Thematic Growth B Fund (ATEBX) has a Morningstar rating of 3 and below
  • AB Global Thematic Growth B Fund (ATEBX) has an annual stock turnover rate of 49.00% that is higher than the World Stock average of 47.65%. This could mean AB Global Thematic Growth B is more nimble, but also signal potential high tax impact and high trading fees
  • AB Global Thematic Growth B Fund (ATEBX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.34 that is higher than category average of 12.23
  • AB Global Thematic Growth B Fund (ATEBX) has a higher expense ratio of 2.24% than its World Stock average of 1.28%
  • AB Global Thematic Growth B Fund (ATEBX) carries a 4% load
See AB Global Thematic Growth B Fund (ATEBX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Global Thematic Growth B Fund (ATEBX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Global Thematic Growth B-2.21-8.416.120.75
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare AB Global Thematic Growth B Fund (ATEBX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of AB Global Thematic Growth B Fund (ATEBX) Net Asset TrackingAB Global Thematic Growth B (ATEBX) Fund Net Asset

Track net asset change of AB Global Thematic Growth B fund (ATEBX)

DateNet Asset
05/2016$618.02M
03/2016$624.79M
02/2016$580.57M
More historic net asset information on AB Global Thematic Growth B Fund (ATEBX)

  

Graph of AB Global Thematic Growth B Fund (ATEBX) Portfolio TrackingAB Global Thematic Growth B (ATEBX) Fund Portfolio Allocation

Track portfolio allocation change of AB Global Thematic Growth B fund (ATEBX)

DateCashStockBondOther
04/20161.46%98.54%0%0%
02/20160.43%99.57%0%0%
12/20152.57%97.43%0%0%
Click here to see more historic asset allocation information on AB Global Thematic Growth B Fund (ATEBX)

 

graph of AB Global Thematic Growth B Fund (ATEBX) Top 10 Position TrackingTop 10 Holdings in AB Global Thematic Growth B (ATEBX) Fund

Discover what AB Global Thematic Growth B Fund (ATEBX) manager is buying

Apr 29, 2016
UnitedHealth Group Incorporated [2.19%]
Essilor International SA [2.1%]
Facebook, Inc. [2.07%]
AIA Group Ltd [2.06%]
Delphi Automotive PLC [2.02%]
Alphabet Inc. [1.98%]
Broadcom Limited [1.95%]
ANHEUSER-BUSCH INBEV [1.94%]
ROCHE HLDG AG DIV RT [1.9%]
Reckitt Benckiser Group PLC [1.87%]

Feb 28, 2016
UnitedHealth Group Incorporated [2.45%]
Nike, Inc. Common Stock [2.16%]
Alphabet Inc. [2.13%]
ROCHE HLDG AG DIV RT [2.05%]
Facebook, Inc. [2.01%]
Broadcom Limited [1.91%]
AIA Group Ltd [1.88%]
Reckitt Benckiser Group PLC [1.87%]
ANHEUSER-BUSCH INBEV [1.87%]
NESTLE SA CHAM ET VE [1.84%]

Dec 30, 2015
Alphabet Inc. [2.48%]
UnitedHealth Group Incorporated [2.16%]
AIA Group Ltd [1.95%]
ROCHE HLDG AG DIV RT [1.94%]
Nike, Inc. Common Stock [1.93%]
Delphi Automotive PLC [1.92%]
ANHEUSER-BUSCH INBEV [1.83%]
Facebook, Inc. [1.74%]
Alibaba Group Holding Limited A [1.74%]
Visa Inc. [1.74%]
Click here for Stock Holding Change Map in AB Global Thematic Growth B Fund (ATEBX)

  

Latest News on AB Global Thematic Growth B (ATEBX) Fund

See what is happening with AB Global Thematic Growth B Fund (ATEBX)

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AB Global Thematic Growth B Fund (ATEBX) Related ResourcesSee more information on AB Global Thematic Growth B (ATEBX) Fund

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