AB Large Cap Growth Fund Class A

 (MUTF:APGAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.12%
   
1 week   +0.23%
   
4 week   +2.05%
   
3 month   +8.63%
   
YTD   +28.63%
   
1 year   +29.25%
   
3 years*   +13.91%
   
5 years*   +18.32%
   
*annualized
Best 3 month return+22.03%  
Worst 3 month return-31.28%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Above Average Below Average
5 years High Below Average
10 years High Average
Overall High Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets5.56B 
Front load4.25%  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyAllianceBernstein 

Asset allocation

Cash9.00%  
Stocks91.00%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
IRA Initial$2,500  
AIP Initial$2,500  
AIP Additional$50  
48.70+0.06(0.12%)
Nov 19, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of a limited number of large, carefully selected, high-quality U.S. companies. It invests primarily in the domestic equity securities of companies selected by the fund's Adviser for their growth potential within various market sectors. The fund emphasizes investments in large, seasoned companies. Under normal circumstances, the fund will invest at least 80% of its net assets in common stocks of large-capitalization companies.
Fund filings (PDF) »
Asset managers:
Karen Sesin (Started: Nov 1, 2016)
Vincent Dupont (Started: Feb 16, 2012)
Frank Caruso (Started: Feb 16, 2012)
John Fogarty (Started: Feb 16, 2012)
Advisor Company:
AllianceBernstein L.P.
Fund family reports on Morningstar »
AllianceBernstein, 11345 Avenue of the Americas, New York, NY 10105, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 17.66 3.80 3.75 2.84
Beta* 0.32 0.89 0.92 1.01
Mean annual return 2.10 1.12 1.43 0.95
R-squared* 6.12 78.29 77.37 81.22
Standard deviation 5.52 10.16 9.85 17.00
Sharpe ratio 4.41 1.29 1.72 0.64
* Against standard index

Top 10 holdings

Security Net Assets  
Alphabet Inc C (GOOG) 7.18%  
Facebook Inc A (FB) 6.79%  
Visa Inc Class A (V) 5.00%  
Apple Inc (AAPL) 4.35%  
UnitedHealth Group Inc (UNH) 3.84%  
The Home Depot Inc (HD) 3.61%  
Xilinx Inc (XLNX) 3.43%  
Intuitive Surgical Inc (ISRG) 3.25%  
Zoetis Inc (ZTS) 3.14%  
Edwards Lifesciences Corp (EW) 3.09%