Morningstar

AB Disruptors ETF FWD

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub

Morningstar’s Analysis FWD

Will FWD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FWD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FWD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FWD’s parent organization’s priorities and whether they’re in line with investors’ interests.

This ETF invests in innovation without getting carried away.

Analyst Margaret Giles

Margaret Giles

Analyst

Summary

AB Disruptors’ rigorous approach to thematic investing features a disciplined risk framework, meriting an upgrade to Above Average Process from Average.

by Margaret Giles
Rated on Published on

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Portfolio Holdings FWD

More FWD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.00 139M
Technology

Microsoft Corp

2.86 99M
Technology

Advanced Micro Devices Inc

2.43 84M
Technology

Alphabet Inc Class A

2.07 72M
Communication Services

Meta Platforms Inc Class A

2.03 70M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

1.99 69M
Technology

Amazon.com Inc

1.88 65M
Consumer Cyclical

Broadcom Inc

1.63 57M
Technology

ASML Holding NV ADR

1.58 55M
Technology

Caterpillar Inc

1.45 50M
Industrials

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