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AB Tax-Managed Wealth Apprec Strat Adv (ATWYX)

22.80
0.00
(0.00%)
At close: 8:04:12 PM EDT
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  • Previous Close 22.80
  • YTD Return -2.30%
  • Expense Ratio 0.73%
  • Category World Large-Stock Blend
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 813.63M
  • Beta (5Y Monthly) 1.01
  • Yield 1.26%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.28
  • Inception Date Sep 2, 2003

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").

AllianceBernstein

Fund Family

World Large-Stock Blend

Fund Category

813.63M

Net Assets

2003-09-02

Inception Date

More about AB Tax-Managed Wealth Apprec Strat Adv

Performance Overview: ATWYX

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Trailing returns as of 5/13/2025. Category is World Large-Stock Blend.

YTD Return

ATWYX
2.30%
Category
12.08%
 

1-Year Return

ATWYX
8.32%
Category
38.01%
 

3-Year Return

ATWYX
9.56%
Category
12.74%
 

5-Year Return

ATWYX
12.44%
Category
12.82%
 

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Holdings: ATWYX

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Sector Weightings

SectorATWYX
Technology   23.21%
Financial Services   17.22%
Healthcare   12.01%
Industrials   11.06%
Consumer Cyclical   9.83%
Communication Services   9.65%
Consumer Defensive   5.79%
Energy   3.65%
Basic Materials   2.76%
Real Estate   2.50%
Utilities   2.32%
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Recent News: ATWYX

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Research Reports: ATWYX

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