AB Concentrated Growth I (WPSIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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AB Concentrated Growth I
New York, NY 10105
1345 Avenue Of The Americas
Alliancebernstein Cap Fund,inc
Management Information
James T. Tierney,Lead Manager since April 28, 2009
James T. Tierney, Jr. is Chief Investment Officer of Concentrated US Growth. Prior to joining AllianceBernstein in December 2013, he was CIO at W.P. Stewart & Co. Tierney began his career in 1988 in equity research at J.P. Morgan Investment Management, where he analyzed entertainment, healthcare and finance companies. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. He holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University.
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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
CategoryLarge Growth
Fund FamilyAllianceBernstein
Net Assets1.18B
YTD Return7.62%
Yield0.36%
Morningstar Rating★★★
Inception DateFeb 27, 1994
Fund Operations
Last Dividend0.20
Last Cap Gain19.00
Holdings Turnover25.00%
Average for CategoryN/A
Fees & Expenses
ExpenseWPSIXCategory Average
Annual Report Expense Ratio (net)0.75%0.99%
Prospectus Net Expense Ratio0.75%N/A
Prospectus Gross Expense Ratio0.75%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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