Invest for Growth
Overview
U.S. large cap equity portfolio that targets stocks with attractive valuations
About this Fund
- Targets a diversified range of companies that we believe are undervalued as a result of a short-term investment controversy
- Uses the firm’s disciplined value process to determine when a company’s stock price doesn’t reflect its long-term ability to generate earnings
- Draws on a global research platform that combines fundamental and quantitative analysis to build and effective portfolio
- The team selects its top-ranked value stocks that help diversify the Fund’s risk, taking into account exposure to different economic sectors
Investment Approach
- Stocks of large-cap US companies
- May also invest in companies based outside the US
Meet the Team
Additional Information
Investment Definitions
Alpha is the risk-adjusted measurement of "excess return" over a benchmark. Beta is a measure of an investment’s volatility in comparison to the market as a whole. Duration is a measure of the sensitivity of an asset or portfolio’s price to interest rate movements. Information ratio is a measurement of portfolio returns beyond the returns of a benchmark, compared to the volatility of those returns. R-squared is the percentage of a portfolio’s price movements that can be explained by movements in a benchmark index. Sharpe ratio is a measure of the fund’s return relative to the investment risk it has taken. A higher Sharpe ratio means the fund’s returns have been better given the level of risk the fund has taken. Standard deviation is a measure of the dispersion of a portfolio’s return from its mean. Tracking error is the difference in actual performance between a portfolio and its corresponding benchmark. Up capture measures the percentage of market gains captured when markets are up. Down capture measures the percentage of market losses endured when markets are down.
Risks To Consider
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Derivatives Risk: Derivatives may be more sensitive to changes in market conditions and may amplify risks.
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Foreign (Non-U.S.) Investment Risk: Investments in securities of non-U.S. issuers may involve more risk than those of U.S. issuers. These securities may fluctuate more widely in price and may be more difficult to trade than domestic securities due to adverse market, economic, political, regulatory, or other factors.
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Market Risk: The market values of the portfolio’s holdings rise and fall from day to day, so investments may lose value.
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Investors should consider the investment objectives, risks, charges and expenses of the Fund/Portfolio carefully before investing. For copies of our prospectus or summary prospectus, which contain this and other information, visit our Literature Center or contact your AB representative. Please read the prospectus and/or summary prospectus carefully before investing.
AllianceBernstein Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AllianceBernstein L.P., the manager of the funds.
AB mutual funds may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any investment products or services to investors residing outside of the United States.
Investment Products Offered: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed
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