Morningstar

AB Tax-Managed Wealth Appreciation Strategy Class A ATWAX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 28.68  /  +0.84 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.85%
  • Turnover 21%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:53 PM GMT+0

Morningstar’s Analysis ATWAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AB Tax-Managed Wealth Apprec Strat A 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
Rated on Published on

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Portfolio Holdings ATWAX

More ATWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB International Strat Eqs Z

23.78 260M
—

NVIDIA Corp

5.22 57M
Technology

Microsoft Corp

4.38 48M
Technology

AB International Small Cap Z

3.95 43M
—

Apple Inc

3.37 37M
Technology

Alphabet Inc Class C

3.29 36M
Communication Services

AB Discovery Value Z

3.11 34M
—

Amazon.com Inc

2.83 31M
Consumer Cyclical

AB Discovery Growth Z

2.15 24M
—

AB Small Cap Core Z

2.15 23M
—

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