Morningstar

AB Disruptors ETF FWD

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub

Morningstar’s Analysis FWD

Will FWD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FWD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FWD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FWD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Riding the tech wave.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

AB Disruptors ETF is off to a strong start, but its high-growth nature could spell trouble in a downturn, and the manager’s tendency to trade in and out of stocks raises doubts about the strategy having a clear, lasting edge.

by Andrew Redden
Rated on Published on

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Portfolio Holdings FWD

More FWD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.69 20.1 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.65 11.4 Mil
Technology

Alliancebernstein Govt Stif Ssc Fund 64Ba Agis 587

2.62 11.2 Mil
Cash and Equivalents

Meta Platforms Inc Class A

2.56 11.0 Mil
Communication Services

Tesla Inc

2.17 9.3 Mil
Consumer Cyclical

Oracle Corp

1.94 8.3 Mil
Technology

Arista Networks Inc

1.86 8.0 Mil
Technology

Broadcom Inc

1.57 6.8 Mil
Technology

Intuitive Surgical Inc

1.48 6.4 Mil
Healthcare

Boston Scientific Corp

1.44 6.2 Mil
Healthcare

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