Nasdaq - Delayed Quote USD

AB Large Cap Growth Fund Class B (APGBX)

39.85 +0.04 (+0.10%)
At close: November 19 at 8:00 PM EST

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of a limited number of large, carefully selected, high-quality U.S. companies. It invests primarily in the domestic equity securities of companies selected by the fund's Adviser for their growth potential within various market sectors. The fund emphasizes investments in large, seasoned companies. Under normal circumstances, the fund will invest at least 80% of its net assets in common stocks of large-capitalization companies. It may, at times, invest in shares of exchange-traded funds in lieu of making direct investments in securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.03%
Worst 1Y Total Return -32.23%
Number of Years Up 19
Number of Years Down 7

Performance & Risk

YTD Return 9.64%
5y Average Return 13.71%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
APGBXCategory AverageAPGBXCategory AverageAPGBXCategory Average
Alpha 4.01 0.03 3.12 0.04 0.25 0.01
BETA 0.93 0.01 0.93 0.01 1.04 0.01
Mean Annual Return 1.48 0.02 1.11 0.02 1.21 0.01
R-squared 87.47 0.89 87.45 0.87 87.81 0.87
Standard Deviation 11.96 0.2 11.8 0.16 13.94 0.15
Sharpe Ratio 1.34 0.01 1.04 0.01 1 0.01
Treynor Ratio 18.12 0.21 13.38 0.21 13.27 0.15

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