AWAAX : AB Wealth Appreciation Strategy Class A

AWAAX is a Allocation Market Total World with LOW fees.

AWAAX

AB Wealth Appreciation Strategy Class A

FI Score

66 /100

Expense Ratio Rating

9 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

66% FI Score
  • awaax
  • Mutual Fund
  • Allocation
  • Total World

AB Wealth Appreciation Strategy Class A

Expenses: 0.64% (Better than 1% of similar funds)

This is an OK 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
2.77% Alphabet Inc Class C
2.06% Facebook Inc A
2.05% Apple Inc
1.63% Amazon.com Inc
1.54% UnitedHealth Group Inc
1.50% Visa Inc Class A
1.09% Roche Holding AG Dividend Right Cert.
1.06% Comcast Corp Class A
1.05% The Home Depot Inc
0.96% Roche Holding AG ADR
0.94% Bank of America Corp
0.93% Verizon Communications Inc
0.90% Pfizer Inc
0.89% Walmart Inc
0.88% PepsiCo Inc
0.87% Johnson & Johnson
0.86% Procter & Gamble Co
0.82% Medtronic PLC
0.81% Nestle SA
0.81% JPMorgan Chase & Co
0.79% Progressive Corp
0.77% Nike Inc B
0.77% Anthem Inc
0.76% American Electric Power Co Inc

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