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AB Discovery Growth B (CHCBX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Discovery Growth B (CHCBX) Fund

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

 

Graph of AB Discovery Growth B Fund (CHCBX) ManagerFund Manager - Samantha K. Lau

Fund Manager Information

Fund Manager Tenure: 10.5 years
Similar Funds: CHCCX  CHCIX  CHCKX  CHCLX  CHCRX  CHCYX 
Fund Family: AllianceBernstein
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
Samantha S. Lau joined Alliance Capital in 1999 and is responsible for research and portfolio management for the technology sector for US Small/SMID Cap Growth. Prior to joining the firm, she was responsible for covering small-cap technology companies for INVESCO (NY) (formerly Chancellor Capital Management). Before joining Chancellor in 1997, Lau worked for three years as a healthcare securities analyst in the investment research department of Goldman Sachs, where she had primary responsibility for the long-term care and physician practice management industries, as well as for coverage of several companies within the pharmaceuticals sector. She has a BS (magna cum laude) in finance and accounting from the Wharton School of the University of Pennsylvania and is a CFA charterholder. Location: New York.  Get more insights on Samantha K. Lau

 

Graph of AB Discovery Growth B Fund (CHCBX) ProfileAB Discovery Growth B Fund (CHCBX) Profile

Fund Profile and Description

AB Discovery Growth B Fund seeks long-term growth of capital. AB Discovery Growth B Fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. It normally invests at least 80% of net assets in the equity securities of small- and mid-capitalization companies. AB Discovery Growth B Fund may also invest in preferred stocks, reverse repurchase agreements and up to 20% of total assets in rights and warrants. It invests in approximately 60-120 stocks broadly diversified by sector.

 

AB Discovery Growth B (CHCBX) Fund Strength What we like about AB Discovery Growth B (CHCBX) Fund

Data for AB Discovery Growth B Fund (CHCBX) as of May 30, 2016

  • AB Discovery Growth B Fund (CHCBX) management has been with AB Discovery Growth B Fund for 10.5 years
  • AB Discovery Growth B Fund (CHCBX) ratio of up-years vs down years is greater than 2
  • Asset base in AB Discovery Growth B Fund (CHCBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

AB Discovery Growth B Fund (CHCBX) Weakness What we are cautious about AB Discovery Growth B (CHCBX) Fund

Data for AB Discovery Growth B Fund (CHCBX) as of May 30, 2016

  • AB Discovery Growth B Fund (CHCBX) has a less-than-ideal short-term performance (1-year return -10.95% vs -5.73% Mid-Cap Growth category median performance)
  • AB Discovery Growth B Fund (CHCBX) has a less-than-ideal mid-term performance (3-year return 5.49% vs 8.38% Mid-Cap Growth category median performance)
  • AB Discovery Growth B Fund (CHCBX) has a less-than-ideal Long-term performance (5-year return 6.70% vs 7.70% Mid-Cap Growth category median performance)
  • AB Discovery Growth B Fund (CHCBX) has a Morningstar rating of 3 and below
  • AB Discovery Growth B Fund (CHCBX) is less safe compared to its Mid-Cap Growth peers
  • AB Discovery Growth B Fund (CHCBX) has an annual stock turnover rate of 59.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean AB Discovery Growth B is more nimble, but also signal potential high tax impact and high trading fees
  • AB Discovery Growth B Fund (CHCBX) does not have a good risk adjusted return as its 3-year Alpha of -5.49 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.42
  • AB Discovery Growth B Fund (CHCBX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.42 that is higher than category average of 13.49
  • AB Discovery Growth B Fund (CHCBX) has a higher expense ratio of 1.80% than its Mid-Cap Growth average of 1.28%
  • AB Discovery Growth B Fund (CHCBX) carries a 4% load
See AB Discovery Growth B Fund (CHCBX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Discovery Growth B Fund (CHCBX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Discovery Growth B-1.96-10.955.496.70
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare AB Discovery Growth B Fund (CHCBX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of AB Discovery Growth B Fund (CHCBX) Net Asset TrackingAB Discovery Growth B (CHCBX) Fund Net Asset

Track net asset change of AB Discovery Growth B fund (CHCBX)

DateNet Asset
05/2016$1.98B
03/2016$1.96B
02/2016$1.84B
More historic net asset information on AB Discovery Growth B Fund (CHCBX)

  

Graph of AB Discovery Growth B Fund (CHCBX) Portfolio TrackingAB Discovery Growth B (CHCBX) Fund Portfolio Allocation

Track portfolio allocation change of AB Discovery Growth B fund (CHCBX)

DateCashStockBondOther
04/20161.72%98.18%0%0.1%
02/20161.94%97.97%0%0.09%
12/20151.09%98.83%0%0.08%
Click here to see more historic asset allocation information on AB Discovery Growth B Fund (CHCBX)

 

graph of AB Discovery Growth B Fund (CHCBX) Top 10 Position TrackingTop 10 Holdings in AB Discovery Growth B (CHCBX) Fund

Discover what AB Discovery Growth B Fund (CHCBX) manager is buying

Apr 29, 2016
Ulta Salon, Cosmetics & Fragran [1.98%]
Align Technology, Inc. [1.88%]
Bright Horizons Family Solution [1.81%]
Five Below, Inc. [1.81%]
IDEX Corporation Common Stock [1.73%]
Hexcel Corporation Common Stock [1.73%]
Grand Canyon Education, Inc. [1.72%]
Vantiv, Inc. Class A Common Sto [1.72%]
AMC Networks Inc. [1.71%]
Amsurg Corp. [1.7%]

Feb 28, 2016
Vantiv, Inc. Class A Common Sto [1.94%]
CoStar Group, Inc. [1.93%]
Ulta Salon, Cosmetics & Fragran [1.91%]
IDEX Corporation Common Stock [1.91%]
Align Technology, Inc. [1.89%]
Tempur Sealy International, Inc [1.86%]
Hexcel Corporation Common Stock [1.83%]
Sirona Dental Systems, Inc. [1.8%]
Five Below, Inc. [1.8%]
Signature Bank [1.75%]

Dec 30, 2015
CoStar Group, Inc. [2.01%]
Ulta Salon, Cosmetics & Fragran [1.88%]
Hexcel Corporation Common Stock [1.88%]
Tempur Sealy International, Inc [1.85%]
IDEX Corporation Common Stock [1.79%]
Bright Horizons Family Solution [1.77%]
Signature Bank [1.73%]
Vantiv, Inc. Class A Common Sto [1.69%]
Align Technology, Inc. [1.63%]
AMC Networks Inc. [1.61%]
Click here for Stock Holding Change Map in AB Discovery Growth B Fund (CHCBX)

  

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