ATWCX : AB Tax-Managed Wealth Appreciation Strategy Class C

ATWCX is a Allocation Market Total World with HIGH fees.

ATWCX

AB Tax-Managed Wealth Appreciation Strategy Class C

FI Score

39 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

39% FI Score
  • atwcx
  • Mutual Fund
  • Allocation
  • Total World

AB Tax-Managed Wealth Appreciation Strategy Class C

Expenses: 1.38% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser ("Underlying Portfolios"). A majority of the fund's assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Adviser's U.S. Strategic Equities investment strategy ("U.S. Strategic Equities").

Largest Holdings

Amount Holding
3.81% Microsoft Corp
2.13% Alphabet Inc Class C
2.12% Apple Inc
2.00% Facebook Inc A
1.62% Amazon.com Inc
1.49% UnitedHealth Group Inc
1.48% Visa Inc Class A
1.11% Roche Holding AG Dividend Right Cert.
1.07% The Home Depot Inc
1.01% Comcast Corp Class A
0.99% Roche Holding AG ADR
0.94% Verizon Communications Inc
0.91% Procter & Gamble Co
0.91% Walmart Inc
0.90% Bank of America Corp
0.85% American Electric Power Co Inc
0.84% Pfizer Inc
0.82% JPMorgan Chase & Co
0.82% Nestle SA
0.81% Johnson & Johnson
0.81% PepsiCo Inc
0.80% Progressive Corp
0.76% Mid-America Apartment Communities Inc
0.74% Nike Inc B
0.72% Medtronic PLC

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