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AB Tax-Managed Wealth Appreciation Strategy Class A

AB Tax-Managed Wealth Appreciation Strategy Class A

ATWAX Β· NMFQS
ATWAX Β· NMFQS
23.75
USD0.321.37%
AB Tax-Managed Wealth Appreciation Strategy Class A
ATWAX
23.75
USD0.321.37%

Sector weight

Sector
Equity %
Category Average
Technology
23.21%
23.54%
Financial Services
17.22%
16.31%
Healthcare
12.01%
10.81%
Industrials
11.06%
13.27%
Consumer Cyclical
9.83%
10.85%
Communication Services
9.65%
7.93%
Consumer Defensive
5.79%
5.85%
Energy
3.65%
3.62%
Basic Materials
2.76%
3.58%
Real Estate
2.50%
1.52%
Utilities
2.32%
2.73%
Government
2.32%
0.49%
Municipal
2.32%
0.00%
Corporate
2.32%
0.10%
Securitized
2.32%
4.55%
Cash and Equivalents
2.32%
81.45%
Derivative
2.32%
13.42%

World Regions

Region
Equity %
Category Average
North America
66.11%
67.66%
Europe Developed
11.48%
14.79%
Asia Emerging
5.91%
3.38%
Japan
5.42%
4.18%
Asia Developed
3.65%
3.57%
United Kingdom
3.40%
4.84%
Australasia
1.61%
0.64%
Africa/Middle East
1.31%
0.23%
Latin America
0.90%
0.64%
Europe Emerging
0.22%
0.07%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
134K USD
162.81K USD
159.62K USD
Giant
43.44%
53.42%
49.07%
Large
31.24%
19.78%
34.60%
Medium
16.02%
19.05%
15.66%
Small
5.83%
4.26%
0.36%
Micro
1.36%
0.34%
0.00%

Valuation and Growth

Growth Rates
ATWAX.US
Category Average
Price/Prospective Earnings
16.79%
17.39%
Price/Cash Flow
10.97%
11.41%
Price/Book
2.71%
2.79%
Price/Sales
2.05%
2.11%
Dividend Yield
2.04%
2.09%
Valuation Rates
ATWAX.US
Category Average
Historical Earnings
12.59%
8.36%
Long-Term Earnings
10.78%
9.07%
Book-Value Growth
7.95%
7.63%
Cash-Flow Growth
7.42%
8.06%
Sales Growth
6.79%
6.32%

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