Ab Centrated Growth Fund Quote
| WPASX Fund | USD 49.50 0.25 0.51% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ab Concentrated is trading at 49.50 as of the 21st of March 2025; that is 0.51% up since the beginning of the trading day. The fund's open price was 49.25. Ab Concentrated has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The Adviser seeks to achieve the funds investment objective of long-term growth of capital by investing primarily in common stocks of listed U.S. companies. The Adviser employs an appraisal method that attempts to measure each prospective companys quality and growth rate by numerous factors. More on Ab Centrated Growth
Moving against WPASX Mutual Fund
WPASX Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | AllianceBernstein Funds, Large Growth Funds, Large Growth Funds, Large Blend Funds, Large Growth, AllianceBernstein, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Ab Centrated Growth [WPASX] is traded in USA and was established 21st of March 2025. Ab Concentrated is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Large Growth category and is part of AllianceBernstein family. The entity is thematically classified as Large Growth Funds. This fund at this time has accumulated 1.15 B in net assets with no minimum investment requirementsAb Centrated Growth is currently producing year-to-date (YTD) return of 0.23%, while the total return for the last 3 years was 5.69%.
Check Ab Concentrated Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WPASX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WPASX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ab Centrated Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ab Centrated Growth Mutual Fund Constituents
| HSY | Hershey Co | Stock | Consumer Staples | |
| AAPL | Apple Inc | Stock | Information Technology | |
| IQV | IQVIA Holdings | Stock | Health Care | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| ULTA | Ulta Beauty | Stock | Consumer Discretionary | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| SCHW | Charles Schwab Corp | Stock | Financials |
Ab Centrated Growth Risk Profiles
| Mean Deviation | 0.7325 | |||
| Standard Deviation | 0.9572 | |||
| Variance | 0.9163 | |||
| Risk Adjusted Performance | (0.12) |
Ab Concentrated Against Markets
Other Information on Investing in WPASX Mutual Fund
Ab Concentrated financial ratios help investors to determine whether WPASX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WPASX with respect to the benefits of owning Ab Concentrated security.
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