ATWAX Mutual Fund

ATWAX Mutual Fund (AB Tax-Managed Wealth Appreciation Strategy Class A) is managed by AllianceBernstein L.P. with $53.4M in net assets. ATWAX expense ratio is 0.98%, holding 106 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-09-02.

ATWAX performance shows a YTD return of 9.22%. The 1-year return is 11.15% and the 5-year return is 9.30%. ATWAX dividend yield stands at 0.90%, paid annually.

ATWAX top holdings include Bernstein International Strategic Equities Portfolio (23.8%), Nvidia Corp (5.2%), Microsoft Corp (4.4%), Ab International Small Cap Portfolio Class Z (4.0%), Apple Inc (3.4%). Go to all ATWAX holdings, ATWAX sectors, or ATWAX dividends.

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