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
Ranking: 636 out of 1,095 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
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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. Bank of America Corp0.97% of assets$13.42M invested
- 2. Willis Towers Watson PLC0.66% of assets$9.16M invested
- 3. Wells Fargo & Co1.26% of assets$17.49M invested
- 4. The Goldman Sachs Group Inc1.22% of assets$16.82M invested
- 5. Vertex Pharmaceuticals Inc0.59% of assets$8.22M invested
- 6. Microsoft Corp5.38% of assets$74.4M invested
- 7. S&P Global Inc0.67% of assets$9.22M invested
- 8. Merck & Co Inc0.37% of assets$5.06M invested
- 9. HubSpot Inc0.34% of assets$4.72M invested
- 10. Roche Holding AG ADR0.42% of assets$5.87M 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. Hexcel Corp0.33% of assets$4.55M invested
- 2. Broadcom Inc2.13% of assets$29.46M invested
- 3. Charles Schwab Corp1.37% of assets$19.01M invested
- 4. CSX Corp0.81% of assets$11.14M invested
- 5. Applied Materials Inc0.89% of assets$12.33M invested
- 6. Dollar Tree Inc0.5% of assets$6.98M invested
- 7. United Rentals Inc0.48% of assets$6.63M invested
- 8. Costco Wholesale Corp0.38% of assets$5.19M invested
- 9. Digital Realty Trust Inc0.47% of assets$6.49M invested
- 10. IQVIA Holdings Inc0.74% of assets$10.2M 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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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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