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AB Discovery Growth Advisor (CHCYX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Discovery Growth Advisor (CHCYX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 10.7 years
Similar Funds: CHCBX  CHCCX  CHCIX  CHCKX  CHCLX  CHCRX 
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 Advisor Fund (CHCYX) ProfileAB Discovery Growth Advisor Fund (CHCYX) Profile

Fund Profile and Description

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

Data for AB Discovery Growth Advisor Fund (CHCYX) as of May 30, 2016

  • AB Discovery Growth Advisor Fund (CHCYX) management has been with AB Discovery Growth Advisor Fund for 10.7 years
  • AB Discovery Growth Advisor Fund (CHCYX) has good Long-term performance (5-year return 7.86% vs 7.70% Mid-Cap Growth category median performance)
  • AB Discovery Growth Advisor Fund (CHCYX) ratio of up-years vs down years is greater than 2
  • Asset base in AB Discovery Growth Advisor Fund (CHCYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AB Discovery Growth Advisor Fund (CHCYX) has a lower expense ratio than its Mid-Cap Growth average: 0.76% vs 1.28%
  • AB Discovery Growth Advisor Fund (CHCYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Discovery Growth Advisor Fund (CHCYX) Weakness What we are cautious about AB Discovery Growth Advisor (CHCYX) Fund

Data for AB Discovery Growth Advisor Fund (CHCYX) as of May 30, 2016

  • AB Discovery Growth Advisor Fund (CHCYX) has a less-than-ideal short-term performance (1-year return -9.82% vs -5.73% Mid-Cap Growth category median performance)
  • AB Discovery Growth Advisor Fund (CHCYX) has a less-than-ideal mid-term performance (3-year return 6.65% vs 8.38% Mid-Cap Growth category median performance)
  • AB Discovery Growth Advisor Fund (CHCYX) has a Morningstar rating of 3 and below
  • AB Discovery Growth Advisor Fund (CHCYX) is less safe compared to its Mid-Cap Growth peers
  • AB Discovery Growth Advisor Fund (CHCYX) 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 Advisor is more nimble, but also signal potential high tax impact and high trading fees
  • AB Discovery Growth Advisor Fund (CHCYX) does not have a good risk adjusted return as its 3-year Alpha of -4.45 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.49
  • AB Discovery Growth Advisor Fund (CHCYX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.47 that is higher than category average of 13.49
See AB Discovery Growth Advisor Fund (CHCYX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Discovery Growth Advisor Fund (CHCYX)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 Advisor-1.36-9.826.657.86
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 Advisor Fund (CHCYX)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 Advisor Fund (CHCYX) Net Asset TrackingAB Discovery Growth Advisor (CHCYX) Fund Net Asset

Track net asset change of AB Discovery Growth Advisor fund (CHCYX)

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

  

Graph of AB Discovery Growth Advisor Fund (CHCYX) Portfolio TrackingAB Discovery Growth Advisor (CHCYX) Fund Portfolio Allocation

Track portfolio allocation change of AB Discovery Growth Advisor fund (CHCYX)

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 Advisor Fund (CHCYX)

 

graph of AB Discovery Growth Advisor Fund (CHCYX) Top 10 Position TrackingTop 10 Holdings in AB Discovery Growth Advisor (CHCYX) Fund

Discover what AB Discovery Growth Advisor Fund (CHCYX) 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 Advisor Fund (CHCYX)

  

Latest News on AB Discovery Growth Advisor (CHCYX) Fund

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AB Discovery Growth Advisor Fund (CHCYX) Related ResourcesSee more information on AB Discovery Growth Advisor (CHCYX) Fund

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