1Prior to January 9, 2017, the Fund was named AB Growth & Income Fund.
Past performance does not guarantee future results.
Morningstar percentile ranks are based on a fund’s total returns
(including the effects of sales charges, loads and redemption fees) for the specified time period relative to all funds in the
same category. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100.
The top-performing fund in a category will always receive a rank of 1. Investors can’t invest directly in indices or averages, and
their performance does not represent the performance of any AB mutual fund. Morningstar rankings are only one metric of performance and do
not represent absolute performance of any particular fund.
All investments involve risk, including possible loss of principal. Please see each fund’s prospectus for fund risks.
Funds with high rankings is not an indication of positive performance results.
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 us online at www.abglobal.com or contact your AB Investments representative. Please read the
prospectus and/or summary prospectus carefully before investing.
Morningstar ratings are specific metrics of performance and do not represent absolute performance of any fund. Morningstar ratings for the funds shown reflect performance as of March 31, 2017. The value of the Portfolio will fluctuate as the market fluctuates. The market values of the Portfolio’s holdings rise and fall from day to day, so investments may lose value. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar Rating is for the share class noted only; other classes may have different performance characteristics.
Core Opportunities was rated 4, 5 and 3 stars against 1306, 1154 and 800 funds in the category, for the 3-, 5- and 10-year periods, respectively. Discovery Growth was rated 2, 3 and 3 stars against 580, 500 and 368 funds in the category, for the 3-, 5- and 10-year periods, respectively. Large Cap Growth was rated 5, 5 and 5 stars against 1306, 1154 and 800 funds in the category, for the 3-, 5- and 10-year periods, respectively. Discovery Value was rated 3, 3 and 3 stars against 341, 301 and 212 funds in the category, for the 3-, 5- and 10-year periods, respectively. Relative Value was rated 3, 4 and 3 stars against 1084, 936 and 679 funds in the category, for the 3-, 5- and 10-year periods, respectively. Global Bond was rated 5 and 4 stars against 312 and 247 funds in the category for the 3- and 5-year periods, respectively. High Income was rated 5 and 5 stars against 596 and 471 funds in the category, for the 3- and 5-year periods, respectively. Intermediate Bond was rated 4, 4 and 4 stars against 851, 750 and 538 funds in the category, for the 3-, 5- and 10-year periods, respectively. Past performance is no guarantee of future results.
© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
The Fi360 Fiduciary Score® is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. The Fi360 Fiduciary Score should not be used as the sole source of information in an investment decision. Visit www.Fi360.com/Fi360-Fiduciary-Score
for the complete methodology document.
“Fi360” and “Fi360 Fiduciary Score” are registered trademarks of Fi360, Inc. The Fi360 Fiduciary Score and data are copyright © 2017 Fi360, Inc. All Rights Reserved. Data source is © 2017 Morningstar, Inc. All Rights Reserved. The information contained herein is reprinted with permission of Fi360, Inc. The information (1) is proprietary to Fi360, and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Fi360 nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
The Retirement Plan Advisory Group™ (RPAG™) Scorecard System™ is a proprietary institutionally based investment scoring system that incorporates both quantitative and qualitative factors. The Scorecard score is based on 10 screens, which include style analysis, risk/return factors, peer group rankings, and certain qualitative factors. The Scorecard System is built around pass/fail criteria, on a scale of 0 to 10 (with 10 being the best). RPAG uses separate methodologies to assess active, passive, and asset allocation strategies. Active and asset allocation strategies are evaluated over a five-year time period, and passive strategies are evaluated over a three-year time period. The RPAG Score is calculated on a quarterly basis. The Score is 80% quantitative and 20% qualitative. Combined, these factors are one way of measuring the relative performance, characteristics, behavior, and overall appropriateness of a fund for inclusion into a plan as an investment option.
This web site is authorized for use only by registered investment professionals and is not authorized for use by the general public. The material contained herein is not for inspection by, distribution or quotation to, the general public.
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
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