ATWAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

AB Tax-Managed Wealth Apprec Strat A (ATWAX) Ownership - Who owns AB Tax-Managed Wealth Apprec Strat A?

The investment seeks long-term growth of capital... Show more

Category: #Foreign Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

International Stock Funds

Fundamentals

ATWAX

Net Assets

828M

Fund Existence

over 21 years

Turnover

10.00

Total Expense Ratio

0.98

Front Load

4.25%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Global Large-Stock Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.30

Assets in Top Ten Holdings

443M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

43.1M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Number of Long Holdings

102.00

Number of Net Holdings

102.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.33

Weighting Top Ten Holdings

55.38%

Gain YTD

-1.181

Annual Yield % from dividends

1.01

Returns for 1 year

4.67

Returns for 3 years

11.96

Returns for 5 years

82.80

Returns for 10 years

42.60

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General Information

Category ForeignLargeBlend

Profile

Fundamentals

Details