Invest for Growth
Overview
U.S. all cap growth portfolio that seeks to identify and invest in companies across the market capitalization spectrum with the potential to deliver better-than-expected long-term growth potential
About this Fund
- Seeks stocks with the potential to deliver better-than-expected long-term growth potential
- Target firms with strong, experienced management teams and strong market positions
- Experienced team draws on global research to build a portfolio of high-conviction investments
Investment Approach
- US stocks, but may invest in non-US stocks
- Large- and mid-cap companies, with the flexibility to invest in companies of all sizes
- Typically 50-70 holdings
Meet the Team
Continue to take intelligent risks. If you’re not constantly trying to think about ways to deliver for clients in a unique way, you can’t survive.
Vinay Thapar, CFA—Co-Chief Investment Officer and Senior Research Analyst—US Growth Equities
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
-
Capitalization Size Risk (Small/Mid): Small- and mid-cap stocks are often more volatile than large-cap stocks?smaller companies generally face higher risks due to their limited product lines, markets and financial resources.
-
Focused Portfolio Risk: Portfolios that hold a smaller number of securities may be more volatile than more diversified portfolios, since gains or losses from each security will have a greater impact on the portfolio’s overall value.
-
Market Risk: The market values of the portfolio’s holdings rise and fall from day to day, so investments may lose value.
-
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
The [A/B] logo is a registered service mark of AllianceBernstein and AllianceBernstein® is a registered service mark used by permission of the owner, AllianceBernstein L.P..
Looking for More Information?
Feel free to get in touch with our team, and we will get back to
you as soon as possible.