AB Tax-Managed Wealth Appreciation StrategyATWAX
Type
Mutual fund
Peer group
Alternative
Net assets
$1.0B
Expense ratio
0.98%
1-year return
+23.7%
3 years, a year
+19.8%
5 years, a year
+11.4%
Holdings
107
What it aims to do.
The Funds investment objective is long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Bernstein International Strategic Equities Portfolio | 25.50% |
| NVDA NVIDIA Corp | 4.46% |
| AB International Small Cap Portfolio | 4.00% |
| MSFT Microsoft Corp | 3.84% |
| GOOG Alphabet Inc | 3.25% |
| AB Discovery Value Fund | 2.98% |
| AAPL Apple Inc | 2.89% |
| AMZN Amazon.com Inc | 2.50% |
| AB Emerging Markets Opportunities ETF | 2.38% |
| AB Discovery Growth Fund Inc | 2.25% |
More on ATWAX.
- ATWAX overview
- ATWAX holdings
- ATWAX risk
- ATWAX costs
- ATWAX money in and out
- ATWAX share classes
- Compare ATWAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.