With over 20 years of experience managing this fund, our long-tenured team has been through multiple market cycles.

We focus on return on assets, return on invested capital, and on businesses that are good stewards of their own capital. Our research approach leads to a portfolio of companies that can unlock the power of compounding and deliver investment success over time.

 

Overall Strategy

The fund is typically composed of 50-70 stocks with active share of 70%-75%. 

 

More About This Strategy

  • Team looks for companies with high levels of profitability that can reinvest above their cost of capital to generate long term growth.
  • A portfolio of companies exhibiting high probability growth can deliver a more consistent fundamental performance
  • The portfolio has historically delivered top decile risk-adjusted returns vs. peers, and a smoother path of returns.
 

Available Products

These AB retirement vehicles allow you to invest in Large Cap Growth

 

Mutual Fund

 

CIT

AB US Large Cap Growth

Inception Date: 9/28/1992

 
AB Large Cap Growth Fund: Advisor Class Performance Fi360 Fiduciary Score Average & Number of Peers for 1-Year, 3-Year, 5-Year, and 10-year rolling average.
 
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The Morningstar RatingTM for funds, or star rating, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The star rating is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10.0% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35.0% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10.0% receive 1 star. The Overall Morningstar RatingTM for a managed product is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36–59 months of total returns, 60% five-year rating/40% three-year rating for 60–119 months of total returns and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Risks To Consider

Market Risk: The market values of the portfolio’s holdings rise and fall from day to day, so investments may lose value.
Foreign (Non-US) Risk: Non-US securities may be more volatile because of political, regulatory, market and economic uncertainties associated with such securities. Fluctuations in currency exchange rates may negatively affect the value of the investment or reduce returns. These risks are magnified in emerging or developing markets.
Derivatives Risk: Investing in derivative instruments such as options, futures, forwards or swaps can be riskier than traditional investments, and may be more volatile, especially in a down market.
Focused Portfolio Risk: Portfolios that hold a smaller number of securities may be more volatile than more diversified portfolios, since gains or losses from each security will have a greater impact on the portfolio’s overall value.
Investors should consider the investment objectives, risks, charges and expenses of the Fund/Portfolio carefully before investing. For copies of our prospectus or summary prospectus, which contain this and other information, visit our Literature Center or contact your AB representative. Please read the prospectus and/or summary prospectus carefully before investing.