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AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Ranking and Research
Ranking, Research and Recommendation of AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Christopher H. Nikolich
Fund Manager Information
Fund Manager Tenure: 15.5 yearsSimilar Funds: ATWAX ATWBX ATWCX
Fund Family: AllianceBernstein
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67) (What does this score mean?)
AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) Profile
Fund Profile and Description
AB Tax-Managed Wealth Apprec Strat Adv Fund seeks long-term growth of capital. AB Tax-Managed Wealth Apprec Strat Adv 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.
What we like about AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund
Data for AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) as of May 30, 2016
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) management has been with AB Tax-Managed Wealth Apprec Strat Adv Fund for 15.5 years
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) has good short-term performance (1-year return -5.15% vs -5.49% World Stock category median performance)
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) has good mid-term performance (3-year return 6.55% vs 5.54% World Stock category median performance)
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) has good Long-term performance (5-year return 5.85% vs 5.54% World Stock category median performance)
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) ratio of up-years vs down years is greater than 2
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.35, lower than category average of 12.23
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) has a lower expense ratio than its World Stock average: 0.68% vs 1.28%
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund
Data for AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) as of May 30, 2016
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) has a Morningstar rating of 3 and below
- AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) 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 Adv is more nimble, but also signal potential high tax impact and high trading fees
What do you think?
Compare with other top World Stock category mutual funds
Aadditional top World Stock mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| AB Tax-Managed Wealth Apprec Strat Adv | 1.03 | -5.15 | 6.55 | 5.85 | |
| Harbor Global Growth Instl (HGGAX) | 0.19 | -2.66 | 8.67 | 8.45 | Compare |
| VY Morgan Stanley Global Franchise A (IGFAX) | 5.17 | 5.32 | 7.52 | 8.58 | Compare |
| Columbia Select Global Equity A (IGLGX) | 2.74 | 1.01 | 6.58 | 5.54 | Compare |
See top fund managers for World Stock Category Funds
Compare with World Stock category ETFs
Some World Stock ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | iShares MSCI All Country World Mini Vol (ACWV) | 6.45% | 4.47% | 9.19% | First Trust Dow Jones Global Sel Div ETF (FGD) | 0 | 0 | 0 | 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% |
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AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Net Asset
Track net asset change of AB Tax-Managed Wealth Apprec Strat Adv fund (ATWYX)
| Date | Net Asset |
| 05/2016 | $692.52M |
| 03/2016 | $693.91M |
| 02/2016 | $655.22M |
AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Portfolio Allocation
Track portfolio allocation change of AB Tax-Managed Wealth Apprec Strat Adv fund (ATWYX)
| Date | Cash | Stock | Bond | Other |
| 04/2016 | 8% | 90.25% | 1.43% | 0.25% |
| 02/2016 | 9.6% | 88.62% | 1.5% | 0.18% |
| 12/2015 | 9.86% | 88.94% | 0.87% | 0.27% |
Top 10 Holdings in AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund
Discover what AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX) manager is buying
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%] | 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%] | 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%] |
Latest News on AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund
See what is happening with AB Tax-Managed Wealth Apprec Strat Adv Fund (ATWYX)
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See more information on AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund
Popular pages on AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund
- AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Research and Recommendation
- AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Performance Data
- AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Manager Information
- Historic AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Asset Allocation Report
- Historic AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Top 10 Holding Tracking
- Historic AB Tax-Managed Wealth Apprec Strat Adv (ATWYX) Fund Asset Under Management Tracking
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