ATWCX Mutual Fund

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 107 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-09-02.

ATWCX performance shows a YTD return of 11.79%. The 1-year return is 19.33% and the 5-year return is 9.83%. ATWCX dividend yield stands at 0.27%, paid annually.

ATWCX top holdings include Bernstein International Strategic Equities Portfolio (23.4%), Nvidia Corp (4.8%), Microsoft Corp (4.2%), Ab International Small Cap Portfolio Class Z (3.8%), Alphabet Inc. C (3.5%). 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.