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AB Wealth Appreciation Strategy I (AWAIX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Wealth Appreciation Strategy I (AWAIX) Fund

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

 

Graph of AB Wealth Appreciation Strategy I Fund (AWAIX) ManagerFund Manager - Christopher H. Nikolich

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: AWAAX  AWABX  AWACX  AWAKX  AWARX  AWAYX 
Fund Family: AllianceBernstein
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of AB Wealth Appreciation Strategy I Fund (AWAIX) ProfileAB Wealth Appreciation Strategy I Fund (AWAIX) Profile

Fund Profile and Description

AB Wealth Appreciation Strategy I Fund seeks long-term growth of capital. AB Wealth Appreciation Strategy I Fund normally invests in a combination of underlying portfolios representing a variety of asset classes and investment styles that are also managed by the advisor. It normally targets its portfolio blend with an equal weighting of growth and value style underlying portfolios (50% each). AB Wealth Appreciation Strategy I Fund, within each of the value and growth components, invests approximately 70% in underlying portfolios that invest in U.S. companies and the remaining 30% in underlying portfolios that invest in non-U.S. companies.

 

AB Wealth Appreciation Strategy I (AWAIX) Fund Strength What we like about AB Wealth Appreciation Strategy I (AWAIX) Fund

Data for AB Wealth Appreciation Strategy I Fund (AWAIX) as of May 30, 2016

  • AB Wealth Appreciation Strategy I Fund (AWAIX) management has been with AB Wealth Appreciation Strategy I Fund for 15.5 years
  • AB Wealth Appreciation Strategy I Fund (AWAIX) ratio of up-years vs down years is greater than 2
  • Asset base in AB Wealth Appreciation Strategy I Fund (AWAIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AB Wealth Appreciation Strategy I Fund (AWAIX) has an annual stock turnover rate of 9.00% vs World Stock average of 47.65%. It is good that AB Wealth Appreciation Strategy I management does not trade extensively for its return.
  • AB Wealth Appreciation Strategy I Fund (AWAIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.2, lower than category average of 12.23
  • AB Wealth Appreciation Strategy I Fund (AWAIX) has a lower expense ratio than its World Stock average: 0.68% vs 1.28%
  • AB Wealth Appreciation Strategy I Fund (AWAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Wealth Appreciation Strategy I Fund (AWAIX) Weakness What we are cautious about AB Wealth Appreciation Strategy I (AWAIX) Fund

Data for AB Wealth Appreciation Strategy I Fund (AWAIX) as of May 30, 2016

  • AB Wealth Appreciation Strategy I Fund (AWAIX) has a less-than-ideal short-term performance (1-year return -5.86% vs -5.49% World Stock category median performance)
  • AB Wealth Appreciation Strategy I Fund (AWAIX) has a less-than-ideal mid-term performance (3-year return 5.51% vs 5.54% World Stock category median performance)
  • AB Wealth Appreciation Strategy I Fund (AWAIX) has a less-than-ideal Long-term performance (5-year return 4.76% vs 5.54% World Stock category median performance)
  • AB Wealth Appreciation Strategy I Fund (AWAIX) has a Morningstar rating of 3 and below
  • AB Wealth Appreciation Strategy I Fund (AWAIX) is less safe compared to its World Stock peers
See AB Wealth Appreciation Strategy I Fund (AWAIX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Wealth Appreciation Strategy I Fund (AWAIX)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 Wealth Appreciation Strategy I1.25-5.865.514.76
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 Wealth Appreciation Strategy I Fund (AWAIX)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 Wealth Appreciation Strategy I Fund (AWAIX) Net Asset TrackingAB Wealth Appreciation Strategy I (AWAIX) Fund Net Asset

Track net asset change of AB Wealth Appreciation Strategy I fund (AWAIX)

DateNet Asset
05/2016$1.35B
03/2016$1.34B
02/2016$1.27B
More historic net asset information on AB Wealth Appreciation Strategy I Fund (AWAIX)

  

Graph of AB Wealth Appreciation Strategy I Fund (AWAIX) Portfolio TrackingAB Wealth Appreciation Strategy I (AWAIX) Fund Portfolio Allocation

Track portfolio allocation change of AB Wealth Appreciation Strategy I fund (AWAIX)

DateCashStockBondOther
04/20168.85%88.6%2.06%0.39%
02/201610.92%86.34%2.23%0.34%
12/201510.07%88.04%1.31%0.49%
Click here to see more historic asset allocation information on AB Wealth Appreciation Strategy I Fund (AWAIX)

 

graph of AB Wealth Appreciation Strategy I Fund (AWAIX) Top 10 Position TrackingTop 10 Holdings in AB Wealth Appreciation Strategy I (AWAIX) Fund

Discover what AB Wealth Appreciation Strategy I Fund (AWAIX) manager is buying

Apr 29, 2016
AB Multi-Manager Alternative Strats Z [11.82%]
Exxon Mobil Corporation Common [1.1%]
Royal Dutch Shell PLC Class A [1.03%]
Facebook, Inc. [0.95%]
Alphabet Inc. [0.91%]
Apple Inc. [0.79%]
UnitedHealth Group Incorporated [0.78%]
British American Tobacco PLC [0.77%]
Home Depot, Inc. (The) Common S [0.69%]
Total SA [0.69%]

Feb 28, 2016
AB Multi-Manager Alternative Strats Z [12.19%]
Exxon Mobil Corporation Common [1.05%]
Facebook, Inc. [0.99%]
Alphabet Inc. [0.98%]
Apple Inc. [0.87%]
UnitedHealth Group Incorporated [0.81%]
British American Tobacco PLC [0.75%]
Intuitive Surgical, Inc. [0.73%]
Biogen Inc. [0.7%]
Royal Dutch Shell PLC Class A [0.7%]

Dec 30, 2015
Apple Inc. [1.01%]
Alphabet Inc. [0.95%]
Facebook, Inc. [0.95%]
Exxon Mobil Corporation Common [0.93%]
UnitedHealth Group Incorporated [0.85%]
Home Depot, Inc. (The) Common S [0.79%]
Biogen Inc. [0.76%]
Comcast Corporation [0.73%]
British American Tobacco PLC [0.71%]
Intuitive Surgical, Inc. [0.7%]
Click here for Stock Holding Change Map in AB Wealth Appreciation Strategy I Fund (AWAIX)

  

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AB Wealth Appreciation Strategy I Fund (AWAIX) Related ResourcesSee more information on AB Wealth Appreciation Strategy I (AWAIX) Fund

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