AB Concentrated Growth Fund Class Z
WPSZX
NASDAQ
Weiss Ratings | WPSZX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Company Info | WPSZX-NASDAQ | Click to Compare |
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Provider | AllianceBernstein | |||
Manager/Tenure (Years) | James T. Tierney (16), Michael Walker (0) | |||
Website | -- | |||
Fund Information | WPSZX-NASDAQ | Click to Compare |
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Fund Name | AB Concentrated Growth Fund Class Z | |||
Category | Large Growth | |||
Sub-Category | US Equity Large Cap Growth | |||
Prospectus Objective | Growth | |||
Inception Date | Feb 28, 2014 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 2,000,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | WPSZX-NASDAQ | Click to Compare |
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Dividend Yield | 0.15% | |||
Dividend | WPSZX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.73% | |||
Asset Allocation | WPSZX-NASDAQ | Click to Compare |
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Cash | 2.74% | |||
Stock | 97.26% | |||
U.S. Stock | 97.26% | |||
Non-U.S. Stock | 0.00% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | WPSZX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.75% | |||
30-Day Total Return | 3.29% | |||
60-Day Total Return | 5.77% | |||
90-Day Total Return | 13.45% | |||
Year to Date Total Return | 5.75% | |||
1-Year Total Return | 9.68% | |||
2-Year Total Return | 27.83% | |||
3-Year Total Return | 43.71% | |||
5-Year Total Return | 71.50% | |||
Price | WPSZX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | WPSZX-NASDAQ | Click to Compare |
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Nav | $56.09 | |||
1-Month Low NAV | $54.11 | |||
1-Month High NAV | $56.14 | |||
52-Week Low NAV | $45.82 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $62.44 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | WPSZX-NASDAQ | Click to Compare |
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Beta | 1.02 | |||
Standard Deviation | 16.75 | |||
Balance Sheet | WPSZX-NASDAQ | Click to Compare |
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Total Assets | 741.85M | |||
Operating Ratios | WPSZX-NASDAQ | Click to Compare |
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Expense Ratio | 0.72% | |||
Turnover Ratio | 11.00% | |||
Performance | WPSZX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.38% | |||
Last Bear Market Total Return | -15.93% | |||