AB Sustainable Global Thematic R (ATERX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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AB Sustainable Global Thematic R
New York, NY 10105
1345 Avenue Of The Americas
Alliancebernstein Glb Thmtc Grh Fd, Inc.
Management Information
Daniel Charles Roarty,Lead Manager since May 22, 2013
Daniel C. Roarty was appointed Chief Investment Officer of AB’s Sustainable Thematic Equities team, which manages a suite of geographically diverse strategies dedicated to the achievement of the United Nations (UN) Sustainable Development Goals (SDGs), in 2013. Since assuming this role, he has become a thought leader in socially responsible investing, utilizing the SDGs as a road map for identifying thematic investment opportunities. Roarty is an active part of the sustainable investing community, acting as a subject-matter expert around the globe, including speaking at the 2018 Sustainable Investing Conference at the UN. He joined the firm in 2011 as global technology sector head on the Global/International Research Growth team and was named team lead in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financials stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder. Location: Philadelphia
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Large-Stock Growth
Fund FamilyAllianceBernstein
Net Assets1.93B
YTD Return5.19%
Yield0.00%
Morningstar Rating★★★
Inception DateFeb 28, 2005
Fund Operations
Last Dividend0.20
Last Cap Gain19.00
Holdings Turnover42.00%
Average for CategoryN/A
Fees & Expenses
ExpenseATERXCategory Average
Annual Report Expense Ratio (net)1.29%1.12%
Prospectus Net Expense Ratio1.29%N/A
Prospectus Gross Expense Ratio1.30%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.26%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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