AGRYX – Fund Analysis – AB Growth Advisor | Morningstar

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Will AGRYX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the AGRYX 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 AGRYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A reasonable option for all-cap quality growth.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. The following text is from Feb. 28, 2024. AB Growth benefits from a sound approach, but an upcoming retirement and constrained analyst resources are worth monitoring.

by Eric Schultz

Rated on Jun 27, 2024 Published on Jun 27, 2024

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