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AB Discovery Growth R (CHCRX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Discovery Growth R (CHCRX) Fund

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

 

Graph of AB Discovery Growth R Fund (CHCRX) ManagerFund Manager - N. Kumar S. Kirpalani

Fund Manager Information

Fund Manager Tenure: 10.9 years
Similar Funds: CHCBX  CHCCX  CHCIX  CHCKX  CHCLX  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?)
Kirpalani is a Senior Vice President and portfolio manager with AllianceBernstein, with which he has been associated since prior to 2001. Prior to that, he was responsible for research and portfolio management of small cap industrial, financial and energy sectors for INVESCO. Previously, he served as Vice President of investment research at Scudder, Stevens and Clark.  Get more insights on N. Kumar S. Kirpalani

 

Graph of AB Discovery Growth R Fund (CHCRX) ProfileAB Discovery Growth R Fund (CHCRX) Profile

Fund Profile and Description

AB Discovery Growth R Fund seeks long-term growth of capital. AB Discovery Growth R 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 R 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 R (CHCRX) Fund Strength What we like about AB Discovery Growth R (CHCRX) Fund

Data for AB Discovery Growth R Fund (CHCRX) as of May 30, 2016

  • AB Discovery Growth R Fund (CHCRX) management has been with AB Discovery Growth R Fund for 10.9 years
  • AB Discovery Growth R Fund (CHCRX) ratio of up-years vs down years is greater than 2
  • Asset base in AB Discovery Growth R Fund (CHCRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

AB Discovery Growth R Fund (CHCRX) Weakness What we are cautious about AB Discovery Growth R (CHCRX) Fund

Data for AB Discovery Growth R Fund (CHCRX) as of May 30, 2016

  • AB Discovery Growth R Fund (CHCRX) has a less-than-ideal short-term performance (1-year return -10.45% vs -5.73% Mid-Cap Growth category median performance)
  • AB Discovery Growth R Fund (CHCRX) has a less-than-ideal mid-term performance (3-year return 5.98% vs 8.38% Mid-Cap Growth category median performance)
  • AB Discovery Growth R Fund (CHCRX) has a less-than-ideal Long-term performance (5-year return 7.18% vs 7.70% Mid-Cap Growth category median performance)
  • AB Discovery Growth R Fund (CHCRX) has a Morningstar rating of 3 and below
  • AB Discovery Growth R Fund (CHCRX) is less safe compared to its Mid-Cap Growth peers
  • AB Discovery Growth R Fund (CHCRX) 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 R is more nimble, but also signal potential high tax impact and high trading fees
  • AB Discovery Growth R Fund (CHCRX) does not have a good risk adjusted return as its 3-year Alpha of -5.08 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.45
  • AB Discovery Growth R Fund (CHCRX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.46 that is higher than category average of 13.49
  • AB Discovery Growth R Fund (CHCRX) has a higher expense ratio of 1.38% than its Mid-Cap Growth average of 1.28%
  • Even though AB Discovery Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AB Discovery Growth R Fund (CHCRX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Discovery Growth R Fund (CHCRX)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 R-1.63-10.455.987.18
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 R Fund (CHCRX)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 R Fund (CHCRX) Net Asset TrackingAB Discovery Growth R (CHCRX) Fund Net Asset

Track net asset change of AB Discovery Growth R fund (CHCRX)

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

  

Graph of AB Discovery Growth R Fund (CHCRX) Portfolio TrackingAB Discovery Growth R (CHCRX) Fund Portfolio Allocation

Track portfolio allocation change of AB Discovery Growth R fund (CHCRX)

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 R Fund (CHCRX)

 

graph of AB Discovery Growth R Fund (CHCRX) Top 10 Position TrackingTop 10 Holdings in AB Discovery Growth R (CHCRX) Fund

Discover what AB Discovery Growth R Fund (CHCRX) 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 R Fund (CHCRX)

  

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