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AB Concentrated Growth Advisor (WPSGX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Concentrated Growth Advisor (WPSGX) Fund

    Last Trade: $27.82 on 8/31/2015, Change: N/A (0%)

 

Graph of AB Concentrated Growth Advisor Fund (WPSGX) ManagerFund Manager - James T. Tierney

Fund Manager Information

Fund Manager Tenure: 6.4 years
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Jim is Managing Director - Chief Investment Officer of W.P. Stewart & Co., Ltd. Mr. Tierney began his career in the Equity Research Department at J.P. Morgan Investment Management in 1988. He analyzed companies in the entertainment, healthcare and finance industries. Mr. Tierney left J.P. Morgan in 1990 to attend business school and returned after completing his M.B.A in 1992 to become a Senior Analyst. As a Senior Analyst he followed a succession of industries, including energy, transportation, media and entertainment before joining W.P. Stewart in 2000. Mr. Tierney holds a B.S. degree from Providence College and an M.B.A. from Columbia University.  Get more insights on James T. Tierney

 

Graph of AB Concentrated Growth Advisor Fund (WPSGX) ProfileAB Concentrated Growth Advisor Fund (WPSGX) Profile

Fund Profile and Description

AB Concentrated Growth Advisor Fund seeks capital gains. AB Concentrated Growth Advisor Fund typically invests in common stocks of companies based on a variety of factors. It primarily invests in large-market capitalization companies, which are companies that have market capitalizations of $5 billion or more (large-cap). AB Concentrated Growth Advisor Fund's portfolio normally consists primarily of common stocks of U.S.-based companies listed on the New York Stock Exchange. It is non-diversified.

 

AB Concentrated Growth Advisor (WPSGX) Fund Strength What we like about AB Concentrated Growth Advisor (WPSGX) Fund

Data for AB Concentrated Growth Advisor Fund (WPSGX) as of Jul 30, 2015

  • AB Concentrated Growth Advisor Fund (WPSGX) management has been with AB Concentrated Growth Advisor Fund for 6.4 years
  • AB Concentrated Growth Advisor Fund (WPSGX) has good short-term performance (1-year return 17.81% vs 14.46% Large Growth category median performance)
  • AB Concentrated Growth Advisor Fund (WPSGX) has good mid-term performance (3-year return 19.70% vs 18.52% Large Growth category median performance)
  • AB Concentrated Growth Advisor Fund (WPSGX) has good Long-term performance (5-year return 18.03% vs 16.28% Large Growth category median performance)
  • AB Concentrated Growth Advisor Fund (WPSGX) ratio of up-years vs down years is greater than 2
  • Asset base in AB Concentrated Growth Advisor Fund (WPSGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AB Concentrated Growth Advisor Fund (WPSGX) has an annual stock turnover rate of 17.00% vs Large Growth average of 45.91%. It is good that AB Concentrated Growth Advisor management does not trade extensively for its return.
  • AB Concentrated Growth Advisor Fund (WPSGX) has a lower expense ratio than its Large Growth average: 1.06% vs 1.18%
  • AB Concentrated Growth Advisor Fund (WPSGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Concentrated Growth Advisor Fund (WPSGX) Weakness What we are cautious about AB Concentrated Growth Advisor (WPSGX) Fund

Data for AB Concentrated Growth Advisor Fund (WPSGX) as of Jul 30, 2015

  • AB Concentrated Growth Advisor Fund (WPSGX) has a Morningstar rating of 3 and below
  • AB Concentrated Growth Advisor Fund (WPSGX) is less safe compared to its Large Growth peers
  • AB Concentrated Growth Advisor Fund (WPSGX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.17 that is higher than category average of 9.76
See AB Concentrated Growth Advisor Fund (WPSGX) performance details as of Jul 30, 2015

 

What do you think?

 

Compare AB Concentrated Growth Advisor Fund (WPSGX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Concentrated Growth Advisor6.2717.8119.7018.03
American Funds AMCAP R6 (RAFGX)5.6510.8120.1717.15Compare
Baron Fifth Avenue Growth Instl (BFTIX)11.8516.8621.1617.46Compare
VY T. Rowe Price Growth Equity S2 (ITRGX)12.0019.1920.6718.45Compare

See top fund managers for Large Growth Category Funds

 

Compare AB Concentrated Growth Advisor Fund (WPSGX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR MFS Systematic Growth Equity ETF (SYG)5.87%22.59%0
AlphaClone Alternative Alpha ETF (ALFA)8.95%22.29%20.82%
Columbia Large Cap Growth ETF (RPX)11.42%21.25%21.91%
First Trust US IPO ETF (FPX)11.72%20.20%28.14%
iShares MSCI USA Momentum Factor (MTUM)9.62%19.91%NaN

 

Graph of AB Concentrated Growth Advisor Fund (WPSGX) Net Asset TrackingAB Concentrated Growth Advisor (WPSGX) Fund Net Asset

Track net asset change of AB Concentrated Growth Advisor fund (WPSGX)

DateNet Asset
07/2015$272.81M
05/2015$236.74M
04/2015$218.91M
More historic net asset information on AB Concentrated Growth Advisor Fund (WPSGX)

  

Graph of AB Concentrated Growth Advisor Fund (WPSGX) Portfolio TrackingAB Concentrated Growth Advisor (WPSGX) Fund Portfolio Allocation

Track portfolio allocation change of AB Concentrated Growth Advisor fund (WPSGX)

DateCashStockBondOther
06/20150.96%99.04%0%0%
03/20151.74%98.26%0%0%
02/20151.33%98.67%0%0%
Click here to see more historic asset allocation information on AB Concentrated Growth Advisor Fund (WPSGX)

 

graph of AB Concentrated Growth Advisor Fund (WPSGX) Top 10 Position TrackingTop 10 Holdings in AB Concentrated Growth Advisor (WPSGX) Fund

Discover what AB Concentrated Growth Advisor Fund (WPSGX) manager is buying

Jun 29, 2015
Ecolab Inc. Common Stock [6.97%]
Quintiles Transnational Holding [6.32%]
Mastercard Incorporated Common [5.95%]
Verisk Analytics, Inc. [5.73%]
Abbott Laboratories Common Stoc [5.67%]
Sensata Technologies Holding N. [5.59%]
Zoetis Inc. Class A Common Stoc [5.57%]
Precision Castparts Corporation [5.15%]
Charles Schwab Corporation (The [4.91%]
Yum! Brands, Inc. [4.89%]

Mar 30, 2015
Ecolab Inc. Common Stock [6.95%]
Mastercard Incorporated Common [6.89%]
Precision Castparts Corporation [5.97%]
Sensata Technologies Holding N. [5.81%]
Quintiles Transnational Holding [5.75%]
Zoetis Inc. Class A Common Stoc [5.69%]
Abbott Laboratories Common Stoc [5.67%]
Verisk Analytics, Inc. [5.54%]
Amphenol Corporation Common Sto [4.9%]
Charles Schwab Corporation (The [4.86%]

Feb 27, 2015
Mastercard Incorporated Common [6.86%]
Ecolab Inc. Common Stock [6.61%]
Verisk Analytics, Inc. [6.27%]
Precision Castparts Corporation [5.99%]
Sensata Technologies Holding N. [5.94%]
Zoetis Inc. Class A Common Stoc [5.55%]
Quintiles Transnational Holding [5.5%]
Abbott Laboratories Common Stoc [5.45%]
Yum! Brands, Inc. [5.08%]
Amphenol Corporation Common Sto [4.84%]
Click here for Stock Holding Change Map in AB Concentrated Growth Advisor Fund (WPSGX)

  

Latest News on AB Concentrated Growth Advisor (WPSGX) Fund

See what is happening with AB Concentrated Growth Advisor Fund (WPSGX)

 

AB Concentrated Growth Advisor Fund (WPSGX) Related ResourcesSee more information on AB Concentrated Growth Advisor (WPSGX) Fund

Popular pages on AB Concentrated Growth Advisor (WPSGX) Fund

  

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