AB Large Cap Growth Fund Class R

 (MUTF:ABPRX)   Watch this mutual fund  
Find more results for MUTF:ABPRX

Performance

Trailing returns

1 day   +0.62%
   
1 week
   
-1.83%  
4 week   +0.36%
   
3 month   +1.50%
   
YTD   +7.35%
   
1 year   +16.80%
   
3 years*   +21.58%
   
5 years*   +19.26%
   
*annualized
Best 3 month return+21.98%  
Worst 3 month return-31.30%  

Morningstar statistics

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

Key statistics

Total assets2.39B 
Front load-  
Deferred load-  
Expense ratio1.54%  
Management fee-  
Fund familyAllianceBernstein 

Asset allocation

Cash8.27%  
Stocks91.73%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
39.41-0.04(-0.10%)
Jul 2, 4:00PM EDT 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:
Vincent Dupont (Started: Feb 16, 2012)
Frank Caruso (Started: Feb 16, 2012)
John Fogarty (Started: Feb 16, 2012)
Advisor Company:
AllianceBernstein LP
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* 6.91 3.12 -0.72 1.96
Beta* 0.86 0.95 1.12 1.03
Mean annual return 1.40 1.72 1.45 0.93
R-squared* 79.69 71.97 87.76 79.94
Standard deviation 8.58 9.50 14.72 16.96
Sharpe ratio 1.96 2.17 1.18 0.57
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 6.31%  
Biogen Inc (BIIB) 3.78%  
CVS Health Corp (CVS) 3.72%  
UnitedHealth Group Inc (UNH) 3.70%  
Facebook Inc Class A (FB) 3.59%  
Visa Inc Class A (V) 3.56%  
Walt Disney Co (DIS) 3.27%  
Home Depot Inc (HD) 3.14%  
Intuitive Surgical Inc (ISRG) 3.12%  
Gilead Sciences Inc (GILD) 2.71%