AB Discovery Growth Fund Class I CHCIX:NASDAQ

Net Asset Value$11.63Previous Close - 11/14/2019
1-Day Change+0.02(0.17%)
YTD Change+2.35(25.32%)
This fund is not available for purchase through Ally Invest

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 08/31/2019

Fund Profile

Fund Strategy

The Fund seeks long-term growth of capital. The Fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations. The Fund invests at least 80% of its net assets in the equity securities of small and mid-capitalization companies.

Fund Category US Diversified Equity
Inception Date 03/01/2005
Manager Aronow/Lau/Tseng
Fund Classification Mid-Cap Growth Funds
Managed Since 2008
Other Managed Funds   CHCYX  CHCLX  QUAYX  QUASX  CHCZX

Lipper Leader Scorecard as of 10/31/2019

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
367

367

12,247

367

204
3 Year Rating(# of funds in category)
367

367

12,247

367

204
5 Year Rating(# of funds in category)
339

339

10,460

339

180
10 Year Rating(# of funds in category)
267

267

7,113

267

125

Fund Highlights

Total Expense Ratio0.75%
Average Market Capitallization$9.0 B
Net Asset ValueN/A
Total Net Assets$100.6 M
Sales ExpensesInstitutional Load Fund
Minimum Initial InvestmentN/A
Minimum IRA InvestmentN/A
AvailabilityOpen to New Investors
Current Yield0.17%
Dividend Ex-Date12/11/2018

Risk Analysis

Beta vs. S&P 5001.33
R-Squared vs. S&P 5000.73
Standard Deviation18.90%
Sharpe Ratio0.78
Portfolio TurnoverN/A