AB Discovery Growth Fund Class Z (CHCZX)
| Fund Assets | 2.44B |
| Expense Ratio | 0.67% |
| Min. Investment | $2,500 |
| Turnover | 79.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 13.16 |
| YTD Return | -1.36% |
| 1-Year Return | 4.92% |
| 5-Year Return | 28.63% |
| 52-Week Low | 10.08 |
| 52-Week High | 14.45 |
| Beta (5Y) | n/a |
| Holdings | 85 |
| Inception Date | May 30, 2014 |
About CHCZX
AB Discovery Growth Fund, Inc. Class Z is a mutual fund focused on long-term capital appreciation through investments primarily in U.S. small- and mid-capitalization equity securities. The fund employs a disciplined strategy that combines in-depth fundamental research with quantitative analysis to identify companies demonstrating stronger-than-expected growth potential, making it particularly attuned to the dynamic opportunities available in the small-cap market segment. With a portfolio typically consisting of 60 to 120 holdings, it offers diversification across sectors such as healthcare, technology, industrials, and financial services. The fund is actively managed by an experienced team, seeking to uncover under-analyzed growth opportunities not widely followed by industry analysts. As part of the mid-cap growth category, its objective is to capture the earnings growth and innovation present in emerging and expanding U.S. companies. The fund is structured for institutional investors, featuring a relatively low expense ratio and a minimum initial investment threshold, and is intended for those seeking exposure to companies positioned for above-average growth over time.
Performance
CHCZX had a total return of 4.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.28%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VEXPX | Vanguard | Vanguard Explorer Fund Investor Class | 0.44% |
Top 10 Holdings
20.28% of assets| Name | Symbol | Weight |
|---|---|---|
| Comfort Systems USA, Inc. | FIX | 2.48% |
| Duolingo, Inc. | DUOL | 2.31% |
| NRG Energy, Inc. | NRG | 2.27% |
| Natera, Inc. | NTRA | 2.17% |
| Wingstop Inc. | WING | 2.08% |
| Lennox International Inc. | LII | 1.98% |
| AB Government Money Market A | AEAXX | 1.95% |
| Kinsale Capital Group, Inc. | KNSL | 1.73% |
| BWX Technologies, Inc. | BWXT | 1.65% |
| Granite Construction Incorporated | GVA | 1.64% |