Morningstar

AB Core Opportunities Fund Class Z ADGZX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 28.46  /  +0.71 %
  • Total Assets 180.8M
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2M
  • 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 ADGZX

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

  • People Pillar

    The People Pillar is our evaluation of the ADGZX 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 ADGZX’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 Z holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ADGZX

More ADGZX 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

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Microsoft Corp

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Technology

Apple Inc

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Technology

Amazon.com Inc

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Consumer Cyclical

Alphabet Inc Class C

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Communication Services

Broadcom Inc

3.34 6M
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Visa Inc Class A

3.32 6M
Financial Services

Meta Platforms Inc Class A

3.10 6M
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JPMorgan Chase & Co

2.93 5M
Financial Services

Charles Schwab Corp

2.21 4M
Financial Services

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