Nasdaq - Delayed Quote USD

AB Large Cap Growth Fund (APGZX)

101.21 +1.87 (+1.88%)
At close: April 26 at 8:01 PM EDT

Fund Summary

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 35.11%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 1

Performance & Risk

YTD Return 9.19%
5y Average Return 15.35%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
APGZXCategory AverageAPGZXCategory AverageAPGZXCategory Average
Alpha -0.22 0.03 2.16 0.04 3.35 0.01
BETA 1.09 0.01 0.97 0.01 0.96 0.01
Mean Annual Return 1.09 0.02 1.46 0.02 1.36 0.01
R-squared 90.71 0.89 89.33 0.87 88.58 0.87
Standard Deviation 20.2 0.2 18.93 0.16 15.53 0.15
Sharpe Ratio 0.51 0.01 0.82 0.01 0.96 0.01
Treynor Ratio 7.98 0.21 15.25 0.21 15.28 0.15

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