Morningstar

AB Discovery Growth Z CHCZX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 13.00  /  +0.39 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 70%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CHCZX

Will CHCZX 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 CHCZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Staying the Course.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Manager Bruce Aronow's retirement went as planned, and the team continues to operate its well-structured approach. The following text is from July 6, 2023.

by Andrew Redden
Rated on Published on

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Portfolio Holdings CHCZX

More CHCZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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