ATWAX Mutual Fund (AB Tax-Managed Wealth Appreciation Strategy Class A) is managed by AllianceBernstein L.P. with $55.5M in net assets. ATWAX expense ratio is 0.98%, holding 107 positions across sectors including Unknown, Information Technology, Communication Services. Inception date: 2003-09-02.

ATWAX performance shows a YTD return of 9.77%. The 1-year return is 22.92% and the 5-year return is 10.55%. ATWAX dividend yield stands at 0.88%, paid annually.

ATWAX top holdings include Bernstein International Strategic Equities Portfolio (23.9%), Nvidia Corp. (5.0%), Microsoft Corp 4.100 Feb 06 37 (4.2%), Ab International Small Cap Portfolio Class Z (3.8%), Alphabet Inc. C (3.7%). View all ATWAX holdings, sector breakdown, or dividend history.

ATWAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ATWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.