AB Discovery Growth Fund Class R CHCRX:NASDAQ

Net Asset Value$10.19Previous Close - 11/21/2019
1-Day Change-0.03(0.29%)
YTD Change+2.11(26.11%)
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 Ratio1.37%
Average Market Capitallization$9.0 B
Net Asset ValueN/A
Total Net Assets$21.1 M
Sales ExpensesInstitutional Load Fund
Minimum Initial InvestmentN/A
Minimum IRA InvestmentN/A
AvailabilityOpen to New Investors
Current Yield0.00%
Dividend Ex-DateN/A

Risk Analysis

Beta vs. S&P 5001.31
R-Squared vs. S&P 5000.72
Standard Deviation18.61%
Sharpe Ratio0.86
Portfolio TurnoverN/A