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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: $28.30 on 9/23/2016, Change: -0.12 (-0.42%)

 

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

Fund Manager Information

Fund Manager Tenure: 7.5 years
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (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 May 30, 2016

  • AB Concentrated Growth Advisor Fund (WPSGX) management has been with AB Concentrated Growth Advisor Fund for 7.5 years
  • AB Concentrated Growth Advisor Fund (WPSGX) has good Long-term performance (5-year return 11.78% vs 10.14% Large Growth category median performance)
  • AB Concentrated Growth Advisor Fund (WPSGX) ratio of up-years vs down years is greater than 2
  • AB Concentrated Growth Advisor Fund (WPSGX) has an annual stock turnover rate of 23.00% vs Large Growth average of 50.46%. It is good that AB Concentrated Growth Advisor management does not trade extensively for its return.
  • AB Concentrated Growth Advisor Fund (WPSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.68, lower than category average of 12.75
  • AB Concentrated Growth Advisor Fund (WPSGX) has a lower expense ratio than its Large Growth average: 0.99% vs 1.17%
  • 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 May 30, 2016

  • AB Concentrated Growth Advisor Fund (WPSGX) has a less-than-ideal short-term performance (1-year return -4.42% vs -1.74% Large Growth category median performance)
  • AB Concentrated Growth Advisor Fund (WPSGX) has a less-than-ideal mid-term performance (3-year return 9.69% vs 10.74% Large Growth category median performance)
  • 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
See AB Concentrated Growth Advisor Fund (WPSGX) performance details as of May 30, 2016

 

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 Advisor-2.20-4.429.6911.78
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare
Voya Russell Large Cap Growth Idx Port A (IRLAX)1.262.9712.4812.12Compare

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
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

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
05/2016$341.76M
03/2016$363.69M
02/2016$346.37M
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
04/20161.25%98.75%0%0%
02/20161.71%98.29%0%0%
12/20153.51%96.49%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

Apr 29, 2016
Quintiles Transnational Holding [7.59%]
The Priceline Group Inc. [6.69%]
Ecolab Inc. Common Stock [6.61%]
Automatic Data Processing, Inc. [6.58%]
Amphenol Corporation Common Sto [6.42%]
Mastercard Incorporated Common [6.3%]
Abbott Laboratories Common Stoc [6.03%]
Delphi Automotive PLC [4.96%]
Zoetis Inc. Class A Common Stoc [4.95%]
Celgene Corporation [4.93%]

Feb 28, 2016
Quintiles Transnational Holding [7.06%]
The Priceline Group Inc. [6.78%]
Automatic Data Processing, Inc. [6.46%]
Amphenol Corporation Common Sto [6.4%]
Ecolab Inc. Common Stock [6.04%]
Mastercard Incorporated Common [5.78%]
Abbott Laboratories Common Stoc [5.75%]
Verisk Analytics, Inc. [5.25%]
Zoetis Inc. Class A Common Stoc [5.24%]
V.F. Corporation Common Stock [5.11%]

Dec 30, 2015
Ecolab Inc. Common Stock [6.49%]
Quintiles Transnational Holding [6.46%]
Zoetis Inc. Class A Common Stoc [6.27%]
Amphenol Corporation Common Sto [5.88%]
Abbott Laboratories Common Stoc [5.77%]
Mastercard Incorporated Common [5.64%]
The Priceline Group Inc. [5.2%]
Automatic Data Processing, Inc. [5.09%]
Verisk Analytics, Inc. [4.85%]
V.F. Corporation Common Stock [4.85%]
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

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