AB Large Cap Growth Fund, Inc. - Class C

Ticker

APGCX

ISIN

US01877C101

Price

USD 66.77

Change Today

-0.39 / -0.581 %

Price 1 year ago

49.28 / 35.49 %

Morningstar

5

52 Week Low

50.04

52 Week High

67.40

200 Day Moving Average 61.31

61.31

50-day Moving Average

64.15

Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 1.93
Sortino Ratio 2.44
Maximum Drawdown -11.89%
Maximum Drawdown Date 2024-08-05
Calmar Ratio -2.56

1 year

Parameter Value
Return 11.15
Volatility 15.648%
Alpha None
Beta None
R Squared None

History

Parameter Value
Average Annual Return 11.739%
Average Annual Volatility 21.097%
Sharpe Ratio 0.56
Sortino Ratio 0.59
Maximum Drawdown -69.0%
Maximum Drawdown Date 2008-11-20
Calmar Ratio -0.17

Company information

Summary

The fund invests primarily in equity securities of a limited number of large, carefully selected, high-quality U.S. companies. It invests primarily in the domestic equity securities of companies selected by the fund's Adviser for their growth potential within various market sectors. The fund emphasizes investments in large, seasoned companies. Under normal circumstances, the fund will invest at least 80% of its net assets in common stocks of large-capitalization companies. It may, at times, invest in shares of exchange-traded funds in lieu of making direct investments in securities.

Market

US

Category

Large Growth

Expense Ratio

-

Fund family

-

Morningstar

5

Yield
-
Exchange
NAS
Sector Weight
Technology 33.86%
Healthcare 21.53%
Consumer cyclical 13.19%
Communication services 8.34%
Consumer defensive 6.74%
Financial services 6.60%
Industrials 3.88%
Basic materials 0.73%
Realestate 0.07%
Energy 0.07%
Utilities 0.00%
None

Holdings

Symbol Name Allocation
GOOG Alphabet Inc Class C 8.4%
MSFT Microsoft Corp 7.64%
FB Facebook Inc A 5.58%
AMZN Amazon.com Inc 5.55%
UNH UnitedHealth Group Inc 4.85%
V Visa Inc Class A 4.83%
MYMXX AB Government Money Market AB 3.88%
ZTS Zoetis Inc Class A 3.63%
MNST Monster Beverage Corp 3.14%
HD The Home Depot Inc 3.05%

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
APGCX AB Large Cap Growth Fund, Inc. - Class C US01877C101 NAS 5
CDL VictoryShares US Large Cap High Div Volatility Wtd ETF NGM 0.35% 4 +9.57
DLN WisdomTree U.S. LargeCap Dividend Fund US97717W307 PCX 0.28% 5 +6.48
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF US808524730 PCX 0.39% 4 -7.31
FNDF Schwab Fundamental International Large Company Index ETF US808524755 PCX 0.25% 4 +5.93
FNDX Schwab Fundamental U.S. Large Company Index ETF US808524771 PCX 0.25% 5 +8.30
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF US78468R804 PCX 0.12% 4 +5.93
NULG Nuveen ESG Large-Cap Growth ETF US67092P201 BTS 0.25% 5 -0.90
PWB Invesco Dynamic Large Cap Growth ETF US46137V746 PCX 0.55% 4 -3.02
SCHG Schwab U.S. Large-Cap Growth ETF US808524300 PCX 0.04% 4 -8.38
SCHX Schwab U.S. Large-Cap ETF US808524201 PCX 0.03% 4 -0.70
VV Vanguard Large Cap Index Fund US922908637 PCX 0.04% 4 -1.22

Sustainability scores

Events

Indicators

Glossary
Momentum
A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
Inertia
In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
Relative Strength Index (RSI)
A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
Fibonacci's Weighted Moving Average
A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
Williams %R
A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
Relative Volatility Index (RVI)
A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
Commodity Channel Index (CCI)
A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.