Frank Caruso, CFA

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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.
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Showcase Investment Fund

AB American Growth

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Investment Strategy

Value investing using fundamental analysis

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ISIN

LU0079475348

Showcase Investment Fund

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AUM

$ 5,554,150,000

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Class

Class I

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Ongoing Charges

0.95%


10 Main Holdings

Holdings (as at 30 June 2020) % of Fund
Microsoft 7.18%
Alphabet 6.67%
Amazon 5.47%
Facebook 4.95%
Visa 4.41%
UnitedHealth Group 4.04%
Monster Beverage 3.73%
Zoetis 3.35%
Intuitive Surgical 3.22%
PayPal 3.01%

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: 30 June 2020

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Start Date

30 March 2012

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Total Years

8

Total Returns

Total Annualised
Since Inception 248.11% 16.32%
10 Year Return
5 Year Return 109.41% 15.93%

Benchmark(s) Returns

Total Annualised
Since Inception 148.21% 11.65%
10 Year Return
5 Year Return 61.43% 10.05%

Relative Returns

Total Annualised
Since Inception 99.91% 4.67%
10 Year Return
5 Year Return 47.98% 5.88%

Benchmark(s)

S&P 500 Total Return Index

Other Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
AB American Growth US $ 5,554,150,000 -