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AB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund

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

 

Graph of AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) ManagerFund Manager - Christopher H. Nikolich

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: ATWBX  ATWCX  ATWYX 
Fund Family: AllianceBernstein
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

 

Graph of AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) ProfileAB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) Profile

Fund Profile and Description

AB Tax-Managed Wealth Apprec Strat A Fund seeks long-term growth of capital. AB Tax-Managed Wealth Apprec Strat A Fund invests a portfolio of equity securities that is designed as a solution for investors who seek tax-efficient equity returns but also want broad diversification of the related risks across styles, capitalization ranges and geographic regions. It targets an equal weighting of growth and value style stocks (50% each), with approximately 70% of each equity style invested in U.S. companies and the remaining 30% in non-U.S. companies.

 

AB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund Strength What we like about AB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund

Data for AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) as of May 30, 2016

  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) management has been with AB Tax-Managed Wealth Apprec Strat A Fund for 15.5 years
  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) has good short-term performance (1-year return -5.37% vs -5.49% World Stock category median performance)
  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) has good mid-term performance (3-year return 6.27% vs 5.54% World Stock category median performance)
  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) ratio of up-years vs down years is greater than 2
  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.32, lower than category average of 12.23
  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) has a lower expense ratio than its World Stock average: 0.93% vs 1.28%

AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) Weakness What we are cautious about AB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund

Data for AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) as of May 30, 2016

  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) has a Morningstar rating of 3 and below
  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) has an annual stock turnover rate of 49.00% that is higher than the World Stock average of 47.65%. This could mean AB Tax-Managed Wealth Apprec Strat A is more nimble, but also signal potential high tax impact and high trading fees
  • AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) carries a 4.25% load
See AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX)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 Tax-Managed Wealth Apprec Strat A0.96-5.376.275.54
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 Tax-Managed Wealth Apprec Strat A Fund (ATWAX)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 Tax-Managed Wealth Apprec Strat A Fund (ATWAX) Net Asset TrackingAB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund Net Asset

Track net asset change of AB Tax-Managed Wealth Apprec Strat A fund (ATWAX)

DateNet Asset
05/2016$692.52M
03/2016$693.91M
02/2016$655.22M
More historic net asset information on AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX)

  

Graph of AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) Portfolio TrackingAB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund Portfolio Allocation

Track portfolio allocation change of AB Tax-Managed Wealth Apprec Strat A fund (ATWAX)

DateCashStockBondOther
04/20168%90.25%1.43%0.25%
02/20169.6%88.62%1.5%0.18%
12/20159.86%88.94%0.87%0.27%
Click here to see more historic asset allocation information on AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX)

 

graph of AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) Top 10 Position TrackingTop 10 Holdings in AB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund

Discover what AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) manager is buying

Apr 29, 2016
AB Multi-Manager Alternative Strats Z [8.07%]
Facebook, Inc. [1.33%]
Alphabet Inc. [1.22%]
UnitedHealth Group Incorporated [1.11%]
Exxon Mobil Corporation Common [1.1%]
Apple Inc. [1.08%]
Royal Dutch Shell PLC Class A [1%]
Biogen Inc. [0.95%]
Home Depot, Inc. (The) Common S [0.95%]
Visa Inc. [0.94%]

Feb 28, 2016
AB Multi-Manager Alternative Strats Z [8.07%]
Facebook, Inc. [1.28%]
Alphabet Inc. [1.24%]
Apple Inc. [1.18%]
UnitedHealth Group Incorporated [1.14%]
Exxon Mobil Corporation Common [1.06%]
Intuitive Surgical, Inc. [1.03%]
Biogen Inc. [0.98%]
Home Depot, Inc. (The) Common S [0.93%]
Comcast Corporation [0.92%]

Dec 30, 2015
Apple Inc. [1.46%]
UnitedHealth Group Incorporated [1.23%]
Alphabet Inc. [1.18%]
Facebook, Inc. [1.18%]
Biogen Inc. [1.03%]
Home Depot, Inc. (The) Common S [0.98%]
Comcast Corporation [0.96%]
Intuitive Surgical, Inc. [0.94%]
Visa Inc. [0.89%]
Wells Fargo & Company Common St [0.84%]
Click here for Stock Holding Change Map in AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX)

  

Latest News on AB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund

See what is happening with AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX)

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AB Tax-Managed Wealth Apprec Strat A Fund (ATWAX) Related ResourcesSee more information on AB Tax-Managed Wealth Apprec Strat A (ATWAX) Fund

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