Frank Caruso, CFA


Frank Caruso, CFA

Academic Background

  • BA in Business Economics. State University of New York.

Professional Background

  • Joined Alliance Bernstein in 1993. Director of Equities, Shields Asset Management. Managing Director, Shearson Lehman Advisors. CIO, Shearson Lehman Asset Management.

Showcase Investment Fund

Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.

Showcase Investment Fund

AB American Growth


Investment Strategy

Value investing using fundamental analysis




Showcase Investment Fund



$ 5,924,640,000



Class I


Ongoing Charges


10 Main Holdings

Holdings % of Fund
Microsoft 7.98%
Alphabet 7.93%
Amazon 5.86%
Facebook 5.50%
UnitedHealth 5.06%
Visa 4.67%
Zoetis 3.90%
Monster Beverage 3.33%
Home Depot 3.14%
Qualcomm 2.97%

Table of Returns

The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.

as at: 31 December 2020

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.


Start Date

30 March 2012


Total Years


Total Returns

Total Annualised
Since Inception 318.29% 17.77%
10 Year Return
5 Year Return 145.2% 19.65%

Benchmark(s) Returns

Total Annualised
Since Inception 218.69% 14.16%
10 Year Return
5 Year Return 98.70% 14.72%

Relative Returns

Total Annualised
Since Inception 99.6% 3.61%
10 Year Return
5 Year Return 46.5% 4.93%


S&P 500 Total Return Index

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
AB American Growth US $ 5,924,640,000 -