ATWAX – AB Tax-Managed Wealth Apprec Strat A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. 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").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ATWYX	AB Tax-Managed Wealth Appreciation Strategy Advisor Class	No Load	Open			Sep 2, 2003	$1.03B	0.730%	Below Average	$0	−$9.11M
ATWAX	AB Tax-Managed Wealth Appreciation Strategy Class A	Front Load	Open			Sep 2, 2003	$56.24M	0.980%	Low	$2,500	−$884,561.68
ATWCX	AB Tax-Managed Wealth Appreciation Strategy Class C	Level Load	Open			Sep 2, 2003	$1.15M	1.740%	Below Average	$2,500	$308,225.40

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