AB Sustainable Global Thematic Fund Class R (ATERX) Research

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.

Market snapshot

Symbol
ATERX
Price
$149.57
Day change
+0.27%
Market cap
$1.9B
P/E ratio
17.13x
52-week range
120.08-149.77
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Blackrock Innovation & Growth Trust (BIGZ)
  • Diamond Hill Long Short Fund Class C (DHFCX)
  • Diamond Hill Small-Mid Cap Fund (DHMAX)
  • Nationwide S&P 500 Index Fund (GRMIX)
  • Infinity Q Diversified Alpha Fund Investor Class (IQDAX)
  • MainStay MacKay Convertible Fund Class B (MCSVX)
  • BMO Intermediate Tax Free Fund Class Y (MITFX)
  • Carillon Reams Core Plus Bond Fund Class Y (SCPYX)

Open AB Sustainable Global Thematic Fund Class R (ATERX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.