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FWDAB Disruptors ETF

Grow my money3y track recordRanked #859 of 2,992 in this goal

Seeks long-term growth of capital.

By AllianceBernstein · Launched 2023

Annual Cost

0.65%

#3,427 of 5,854 · average

Fund Size

$3.2B

#578 of 5,854 · large

Return (1Y)Goal

+35.4%

Track Record

3 years

#2,885 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,639+36.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 21.3% of fundwell diversified

NVIDIA Corp
4.2%
Broadcom Inc
2.6%
Taiwan Semiconductor Manufacturing Co Ltd
2.5%
Samsung Electronics Co Ltd
2.3%
Caterpillar Inc
1.8%
Alliance Bernstein
1.7%
Alliance Bernstein
1.7%
Lam Research Corp
1.6%
Tesla Inc
1.5%
Alphabet Inc
1.4%

Asset allocation

Stocks
98.2%
Cash
1.8%

By sector

Technology
60.8%
Industrials
21.9%
Healthcare
6.6%
Consumer Cyclical
3.8%
Communication
3.3%
Basic Materials
1.8%
Energy
1.2%
Real Estate
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
29.5%High

Year-on-year price swings

Max drawdown
-29.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.42Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Actively manages a global portfolio of equity securities across all market capitalizations, focusing on disruptive innovation leaders primarily in the information technology sector. The Adviser combines top-down evaluation of growth trends with fundamental analysis to identify companies with durable growth prospects.
Inception date
March 21, 2023
Fund family
AllianceBernstein

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Data updated on 2026-08-03