AB Wealth Appreciation Strategy
Shareclass
AB Wealth Appreciation Strategy Advisor (AWAYX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 544 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
AB Wealth Appreciation Strategy AWAYX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co0.66% of assets$7.74M invested
- 2. Bank of America Corp0.85% of assets$10.05M invested
- 3. Wells Fargo & Co1.35% of assets$15.86M invested
- 4. The Goldman Sachs Group Inc1.17% of assets$13.8M invested
- 5. Microsoft Corp4.6% of assets$54.15M invested
- 6. S&P Global Inc0.46% of assets$5.38M invested
- 7. Merck & Co Inc0.46% of assets$5.41M invested
- 8. American Electric Power Co Inc0.61% of assets$7.16M invested
- 9. Booz Allen Hamilton Holding Corp Class A0.14% of assets$1.69M invested
- 10. Coca-Cola Co0.71% of assets$8.3M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. PACCAR Inc0.68% of assets$7.99M invested
- 2. Broadcom Inc1.49% of assets$17.52M invested
- 3. Charles Schwab Corp1.31% of assets$15.47M invested
- 4. CSX Corp0.83% of assets$9.81M invested
- 5. Digital Realty Trust Inc0.46% of assets$5.38M invested
- 6. United Rentals Inc0.35% of assets$4.09M invested
- 7. AutoZone Inc0.56% of assets$6.6M invested
- 8. Costco Wholesale Corp0.45% of assets$5.3M invested
- 9. IQVIA Holdings Inc0.8% of assets$9.46M invested
- 10. NXP Semiconductors NV0.59% of assets$6.92M invested
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Financial performance
Performance data provided by
Find more financial data on AWAYX at Morningstar.com
Find more financial data on AWAYX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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More from Invest Your Values
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As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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