AB Wealth Appreciation StrategyAWAAX
Type
Mutual fund
Peer group
Alternative
Net assets
$1.4B
Expense ratio
1.00%
1-year return
+23.5%
3 years, a year
+20.1%
5 years, a year
+11.7%
Holdings
77
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 | 25.19% |
| NVDA NVIDIA Corp | 4.51% |
| AB International Small Cap Portfolio | 4.06% |
| MSFT Microsoft Corp | 3.70% |
| GOOG Alphabet Inc | 3.55% |
| AB Discovery Value Fund | 3.14% |
| AAPL Apple Inc | 3.08% |
| AMZN Amazon.com Inc | 2.72% |
| AB Emerging Markets Opportunities ETF | 2.30% |
| AB Discovery Growth Fund Inc | 2.29% |
More on AWAAX.
- AWAAX overview
- AWAAX holdings
- AWAAX risk
- AWAAX costs
- AWAAX money in and out
- AWAAX share classes
- Compare AWAAX 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.