AWAAX Mutual Fund

AWAAX Mutual Fund (AB Wealth Appreciation Strategy Class A) is managed by AllianceBernstein L.P. with $411.4M in net assets. AWAAX expense ratio is 1.00%, holding 79 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-09-02.

AWAAX performance shows a YTD return of 12.72%. The 1-year return is 20.60% and the 5-year return is 10.38%. AWAAX dividend yield stands at 0.88%, paid annually.

AWAAX top holdings include Bernstein International Strategic Equities Portfolio (23.4%), Nvidia Corp (4.8%), Alphabet Inc. C (4.1%), Microsoft Corp (3.9%), Ab International Small Cap Portfolio Class Z (3.8%). Go to all AWAAX holdings, AWAAX sectors, or AWAAX dividends.

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