ATWCX Mutual Fund
ATWCX Mutual Fund
ATWCX Mutual Fund
AB Tax-Managed Wealth Appreciation Strategy Class C
ATWCX Mutual Fund Overview
ATWCX Mutual Fund (AB Tax-Managed Wealth Appreciation Strategy Class C) is managed by AllianceBernstein L.P. with $1.1M in net assets. ATWCX expense ratio is 1.74%, holding 106 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-09-02.
ATWCX performance shows a YTD return of 8.49%. The 1-year return is 13.76% and the 5-year return is 9.00%. ATWCX dividend yield stands at 0.28%, paid annually.
ATWCX 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 ATWCX holdings, ATWCX sectors, or ATWCX dividends.
ATWCX can be compared against other funds. Use ATWCX overlap to find shared positions, or ATWCX vs another fund for a side-by-side view. ATWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.