AB Sustainable Global Thematic Fund Class R

Frequently Asked Questions About ATERX

What does ATERX invest in?

The fund's primary objective is to achieve long-term capital appreciation. It endeavors to do so by strategically investing in a diverse, global portfolio of companies. The Adviser specifically seeks out businesses whose operations are deemed well-positioned to capitalize on particular sustainable investment trends that align with one or more of the United Nations Sustainable Development Goals (SDGs). To identify these suitable global securities, the Adviser employs a comprehensive investment methodology, integrating both a broad, "top-down" market analysis and a detailed, "bottom-up" company-specific assessment.

What is the expense ratio of ATERX?

An expense ratio for AB Sustainable Global Thematic Fund Class R (ATERX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is ATERX?

AB Sustainable Global Thematic Fund Class R (ATERX) manages $1.85B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is ATERX actively managed or an index fund?

ATERX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ATERX launched?

AB Sustainable Global Thematic Fund Class R (ATERX) launched in November 2003 and is managed by the fund issuer.

How has ATERX performed?

ATERX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.