ADGIX Mutual Fund

ADGIX Mutual Fund

NAV$28.19
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Fund Essentials - as of May 31, 2026

Net Assets
$6M
Expense Ratio
0.88%
Dividend Yield (Current)
13.17%
Holdings
52
Inception Date
Mar 1, 2005
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.23%
1 Year+14.48%
3 Year+18.28%
5 Year+10.83%
10 Year+13.70%

Asset Allocation

Stocks: 99.52%
Other: 0.48%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.8.51%
MSFTMicrosoft Corp6.13%
AAPLApple, Inc6.08%
GOOGAlphabet Inc. C5.73%
AMZNAmazon.Com Inc5.65%
Top 10 Concentration: 47.80%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
13.17%
Frequency
Annually
Latest Distribution
$3.71
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ADGIX Mutual Fund Overview

ADGIX Mutual Fund (AB Core Opportunities Fund) is managed by AllianceBernstein L.P. with $6.3M in net assets. ADGIX expense ratio is 0.88%, holding 52 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2005-03-01.

ADGIX performance shows a YTD return of 7.23%. The 1-year return is 14.48% and the 5-year return is 10.83%. ADGIX dividend yield stands at 13.17%, paid annually.

ADGIX top holdings include Nvidia Corp. (8.5%), Microsoft Corp (6.1%), Apple, Inc (6.1%), Alphabet Inc. C (5.7%), Amazon.Com Inc (5.7%). Go to all ADGIX holdings, ADGIX sectors, or ADGIX dividends.

ADGIX can be compared against other funds. Use ADGIX overlap to find shared positions, or ADGIX vs another fund for a side-by-side view. ADGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.