ATWYX Mutual Fund

ATWYX Mutual Fund (AB Tax-Managed Wealth Appreciation Strategy Advisor Class) is managed by AllianceBernstein L.P. with $1.05B in net assets. ATWYX expense ratio is 0.73%, holding 107 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-09-02.

ATWYX performance shows a YTD return of 10.61%. The 1-year return is 20.18% and the 5-year return is 10.44%. ATWYX dividend yield stands at 1.09%, paid annually.

ATWYX top holdings include Bernstein International Strategic Equities Portfolio (23.9%), Nvidia Corp. (5.0%), Microsoft Corp (4.2%), Ab International Small Cap Portfolio Class Z (3.8%), Alphabet Inc. C (3.7%). Go to all ATWYX holdings, ATWYX sectors, or ATWYX dividends.

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