Morningstar

AB Core Opportunities Fund Class C ADGCX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 27.21  /  +0.67 %
  • Total Assets 180.8M
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.900%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 25%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis ADGCX

Will ADGCX 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 ADGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ADGCX 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 ADGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AB Core Opportunities C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ADGCX

More ADGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.51 16M
Technology

Microsoft Corp

6.75 12M
Technology

Apple Inc

6.06 11M
Technology

Amazon.com Inc

5.30 10M
Consumer Cyclical

Alphabet Inc Class C

5.18 9M
Communication Services

Broadcom Inc

3.34 6M
Technology

Visa Inc Class A

3.32 6M
Financial Services

Meta Platforms Inc Class A

3.10 6M
Communication Services

JPMorgan Chase & Co

2.93 5M
Financial Services

Charles Schwab Corp

2.21 4M
Financial Services

Sponsor Center