ALLIANCEBERNSTEIN LP,1345 AVENUE OF THE AMERICAS
NEW YORK , NY, 10105
NEW YORK , NY, 10105
Summary
The fund seeks capital appreciation by investing in companies around the world including the United States that meet sustainable investment themes.
The fund identifies sustainable investment themes that are broadly consistent with achieving the United Nations Sustainable Development Goals. These goals generally include cleaner and safer environment, positive social impact, and diverse workforce and inclusive culture.
Within More
Link
Directors
Oct 5, 2023- Jorge A. Bermudez
- Garry L. Moody
- Jeanette W. Loeb
- Michael J. Downey
- Onur Erzan
- Nancy P. Jacklin
- Carol C. McMullen
- Marshall C. Turner, Jr.
Chief Compliance Officer
- Jennifer Friedland
Fund Manager(s)
- Daniel Roarty
Price
- 52-Week High/Low
- $149.77 - $120.08
- Turnover
- 35%
- Expense Ratio
- 1.45%
Company Name |
Holding |
| Visa Inc | 3.27 % |
| Microsoft Corp | 3.24 % |
| Waste Management Inc | 3.22 % |
| NextEra Energy Inc | 2.76 % |
| NVIDIA Corp | 2.66 % |
| Veralto Corp | 2.54 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.47 % |
| Tetra Tech Inc | 2.38 % |
| ICON PLC | 2.34 % |
| Intuit Inc | 2.32 % |
| More | 2.32 % |
Documents
Performance
YTD
-
3 Year
-9.18%
5 Year
35.94%
Best
28.98%
2020
Worst
-29.22%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 5.2% | 5.5% | -14.7% | 2.8% | -15.9% | 14% | -0.4% | 12.6% | -2.5% |
| Q2 | - | -2.3% | 5.8% | -17.9% | 6.8% | 27.1% | 5% | 1.6% | 7.6% | 3.6% |
| Q3 | - | - | -6.9% | -6.1% | 7.9% | 14.4% | -2.6% | 3.2% | 5.5% | 8.2% |
| Q4 | - | - | 12% | 7.6% | - | 5.5% | 5.7% | -12.6% | 6.8% | -6.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | -0.8% | 4.6% | 1.4% | -7.2% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | -0% | 16% | -29% | 10% | 29% | 0% | 0% | 0% | 0% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| ATERX | - | -0% | 16% | -29% | 10% | 29% | - | - | - | - |
| S&P 500 | - | - | - | -21% | 27% | 16% | 29% | -6% | 19% | 10% |
| Alpha | - | -0% | 16% | -8% | -16% | 13% | - | - | - | - |