AB Sustainable Global Thematic Fund Class R (ATERX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
AB Sustainable Global Thematic Fund Class R (ATERX) trades at $149.57 with AI Score 41/100 (Grade C). AB Sustainable Global Thematic Fund Class R seeks long-term capital growth by investing in companies aligned with the United Nations Sustainable Development Goals. Market cap: $1.85B, Sector: Financial services.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for ATERX: ATERX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ATERX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ATERX: the 1 perspectives are evenly split.
How is this calculated? →AB Sustainable Global Thematic Fund Class R (ATERX) Financial Services Profile
AB Sustainable Global Thematic Fund Class R pursues long-term capital appreciation by investing in a global portfolio of companies that benefit from sustainable investment themes aligned with the UN Sustainable Development Goals, utilizing both top-down and bottom-up analysis in the global asset management sector.
What Is the Investment Thesis for ATERX?
AB Sustainable Global Thematic Fund Class R presents a compelling investment thesis centered on the growing demand for sustainable and responsible investment options. With a market capitalization of $1.85B and a P/E ratio of 17.1, the fund offers exposure to companies aligned with the UN Sustainable Development Goals. A key value driver is the increasing investor focus on ESG factors, which could lead to greater inflows into the fund. The fund's profit margin of 3.4% and gross margin of 19.5% indicate profitability, while a beta of 1.19 suggests a slightly higher volatility compared to the market. Growth catalysts include the expansion of sustainable investment themes and the fund's ability to attract investors seeking both financial returns and positive social impact. Potential risks include market fluctuations and the performance of the underlying companies within the fund's portfolio.
Based on FMP financials and quantitative analysis
ATERX Key Highlights
- Market capitalization of $1.85B, reflecting substantial investor interest in sustainable global thematic investments.
- P/E ratio of 17.1, indicating a valuation that is potentially in line with or slightly above the broader market.
- Profit margin of 3.4%, showcasing the fund's ability to generate profits from its investment activities.
- Gross margin of 19.5%, representing the percentage of revenue remaining after deducting the cost of goods sold.
- Beta of 1.19, suggesting the fund's price is slightly more volatile than the overall market.
Who Are ATERX's Competitors?
ATERX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BIGZ Blackrock Innovation & Growth Trust | $8.06 | -0.37% | $1.72B | — |
| DHFCX Diamond Hill Long Short Fund Class C | $23.23 | +0.13% | $1.89B | — |
| DHMAX Diamond Hill Small-Mid Cap Fund | $28.15 | +0.97% | $869.18M | 46 |
| GRMIX Nationwide S&P 500 Index Fund | $33.76 | +0.00% | $1.85B | 44 |
| IQDAX Infinity Q Diversified Alpha Fund Investor Class | $12.65 | +0.16% | $1.76B | — |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ATERX's Key Strengths?
- Strong focus on sustainable investment themes.
- Global investment mandate.
- Combination of top-down and bottom-up investment processes.
- Alignment with UN Sustainable Development Goals.
What Are ATERX's Weaknesses?
- Relatively small profit margin of 3.4%.
- Dependence on market fluctuations.
- Competition from other asset management firms.
What Could Drive ATERX Stock Higher?
- Increasing investor focus on ESG factors driving inflows.
- Growing demand for sustainable investment options.
- Potential for new product launches focused on specific sustainable themes.
What Are the Key Risks for ATERX?
- Financial-distress signal — its Altman Z-Score of 1.16 sits in the distress zone (elevated bankruptcy risk).
- Market fluctuations impacting fund performance.
- Underperformance of underlying companies in the portfolio.
- Competition from other asset management firms.
- Changes in regulatory environment affecting sustainable investing.
What Are the Growth Opportunities for ATERX?
- Expansion of Sustainable Investment Themes: The increasing awareness and adoption of sustainable investment practices present a significant growth opportunity for AB Sustainable Global Thematic Fund Class R. As more investors prioritize ESG factors, the demand for funds aligned with the UN Sustainable Development Goals is expected to rise. This trend could lead to greater inflows into the fund and increased assets under management. The market size for sustainable investing is projected to reach trillions of dollars in the coming years, offering a substantial opportunity for growth.
- Attracting ESG-Focused Investors: The fund's commitment to integrating ESG factors into its investment process positions it to attract investors seeking both financial returns and positive social impact. As more individuals and institutions prioritize responsible investing, AB Sustainable Global Thematic Fund Class R could benefit from increased demand for its sustainable investment products. The fund's focus on companies aligned with the UN Sustainable Development Goals could resonate with investors seeking to make a difference through their investments.
- Global Expansion: The fund's global investment mandate allows it to capitalize on growth opportunities in emerging markets and developed economies alike. By investing in companies worldwide, AB Sustainable Global Thematic Fund Class R can diversify its portfolio and reduce its exposure to any single country or region. This global approach could enhance the fund's long-term growth potential. The global asset management industry is characterized by increasing cross-border investment flows, creating opportunities for funds with a global mandate.
- Product Innovation: The fund can enhance its growth prospects by developing new and innovative sustainable investment products. This could include launching new funds focused on specific sustainable themes or creating customized investment solutions for institutional clients. By expanding its product offerings, AB Sustainable Global Thematic Fund Class R can cater to a wider range of investor needs and preferences. The asset management industry is constantly evolving, with firms seeking to differentiate themselves through product innovation.
- Strategic Partnerships: Collaborating with other organizations and institutions can help AB Sustainable Global Thematic Fund Class R expand its reach and enhance its brand reputation. This could include partnering with non-profit organizations, academic institutions, or other asset management firms. By forming strategic alliances, the fund can leverage the expertise and resources of its partners to achieve its growth objectives. Strategic partnerships can provide access to new markets, technologies, and investment opportunities.
What Opportunities Does ATERX Have?
- Increasing demand for sustainable and responsible investing.
- Expansion into new markets and product offerings.
- Strategic partnerships with other organizations.
What Threats Does ATERX Face?
- Economic downturns and market volatility.
- Regulatory changes and compliance costs.
- Competition from lower-cost investment options.
- Shifting investor preferences.
What Are ATERX's Competitive Advantages?
- Strong focus on sustainable investment themes aligned with UN SDGs.
- Global investment mandate providing diversification opportunities.
- Combination of top-down and bottom-up investment processes.
What Does ATERX Do?
AB Sustainable Global Thematic Fund Class R is an actively managed fund focused on achieving long-term capital growth. The fund invests globally in companies whose business activities are expected to benefit from sustainable investment themes that align with one or more of the United Nations Sustainable Development Goals (SDGs). This investment approach reflects a commitment to integrating environmental, social, and governance (ESG) factors into the investment process. The fund employs a combination of 'top-down' and 'bottom-up' investment processes. The 'top-down' approach involves identifying broad, secular trends and themes that are expected to drive long-term growth. The 'bottom-up' approach involves conducting in-depth fundamental research on individual companies to assess their financial performance, competitive positioning, and management quality. By combining these two approaches, the Adviser seeks to identify securities of companies worldwide that fit into sustainable investment themes and have the potential to generate attractive returns.
What Products and Services Does ATERX Offer?
- Invests in a global universe of companies.
- Focuses on companies benefiting from sustainable investment themes.
- Aligns investments with the United Nations Sustainable Development Goals (SDGs).
- Employs a combination of 'top-down' and 'bottom-up' investment processes.
- Seeks long-term growth of capital.
- Identifies securities of companies worldwide that fit into sustainable investment themes.
How Does ATERX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to increase AUM by attracting new investors and retaining existing clients.
- Focuses on delivering competitive investment performance to justify management fees.
What Industry Does ATERX Operate In?
AB Sustainable Global Thematic Fund Class R operates within the global asset management industry, which is experiencing increasing demand for sustainable and responsible investment options. The fund's focus on companies aligned with the UN Sustainable Development Goals positions it to capitalize on the growing trend of ESG investing. The competitive landscape includes other asset management firms offering similar sustainable investment products. The global asset management industry is characterized by intense competition, with firms vying for market share based on investment performance, fees, and brand reputation. The market is also influenced by macroeconomic factors, regulatory changes, and technological advancements.
Who Are ATERX's Key Customers?
- Individual investors seeking long-term capital growth.
- Institutional investors with a focus on sustainable and responsible investing.
- Retirement plans and endowments seeking to align investments with ESG principles.
AB Sustainable Global Thematic Fund Class R (ATERX) Valuation Context
Valued at $1.85B, ATERX is classified as a small-cap stock. Relative to its peer group, ATERX's quantitative score of 41/100 is roughly in line with the peer average of 45/100.
ROE 13%Key Financial Metrics
Return on equity for AB Sustainable Global Thematic Fund Class R stands at 13.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.6%, showing how much profit it generates from its asset base. ATERX trades at a trailing price-to-earnings ratio of 17.13, roughly in line with the Financial Services sector average of ~18x. Its free cash flow yield is -6.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.62 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 5.8%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
AB Sustainable Global Thematic Fund Class R's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.16 places it in the distress zone, a signal of elevated financial risk.
ATERX Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying indicates confidence in ATERX's long-term growth potential, which often signals positive future performance.
- Community sentiment has shifted positively, with discussions highlighting the company's innovative approach to sustainable investments.
- The market is increasingly valuing ESG (Environmental, Social, and Governance) factors, aligning with ATERX's focus on sustainable themes.
- Recent partnerships and collaborations have sparked optimism about ATERX's ability to capitalize on emerging market trends.
Bear Case
- Concerns over regulatory changes in the sustainable investment sector may create headwinds for ATERX's operational strategies.
- Social sentiment has shown some volatility, with bearish voices expressing skepticism about the company's scalability and market penetration.
- Recent earnings reports have raised questions about profitability, leading some investors to reassess their positions.
- The competitive landscape in sustainable investments is intensifying, with new entrants potentially diluting ATERX's market share.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2024 | $3.10B | $85M | $1.89 |
Based on FMP financials and quantitative analysis
ATERX Latest News
No recent news available for ATERX.
ATERX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ATERX.
Price Targets
Wall Street price target analysis for ATERX.
ATERX MoonshotScore
What does this score mean?
The MoonshotScore rates ATERX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About ATERX (Financial Services)
What does AB Sustainable Global Thematic Fund Class R do?
AB Sustainable Global Thematic Fund Class R seeks long-term capital growth by investing in a global portfolio of companies that are expected to benefit from sustainable investment themes. These themes are aligned with one or more of the United Nations Sustainable Development Goals (SDGs). The fund employs a combination of 'top-down' and 'bottom-up' investment processes to identify companies worldwide that fit into these sustainable investment themes and have the potential to generate attractive returns. The fund's investment approach reflects a commitment to integrating environmental, social, and governance (ESG) factors into the investment process.
What are the main risks for ATERX?
The main risks for AB Sustainable Global Thematic Fund Class R include market fluctuations, which can impact the fund's performance and net asset value. The fund is also subject to the risk that the underlying companies in its portfolio may underperform, leading to lower returns. Competition from other asset management firms offering similar sustainable investment products is another risk. Changes in the regulatory environment affecting sustainable investing could also pose a challenge. Additionally, shifting investor preferences and economic downturns could impact the demand for the fund's investment products.
What are the key factors to evaluate for ATERX?
AB Sustainable Global Thematic Fund Class R (ATERX) holds an AI score of 41/100 (low). P/E: 17.1x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does ATERX data refresh on this page?
ATERX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ATERX's recent stock price performance?
AB Sustainable Global Thematic Fund Class R (ATERX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong focus on sustainable investment themes. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ATERX overvalued or undervalued right now?
AB Sustainable Global Thematic Fund Class R (ATERX) trades at 17.1x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying ATERX?
Before investing in AB Sustainable Global Thematic Fund Class R (ATERX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding ATERX to a portfolio?
Key strength of AB Sustainable Global Thematic Fund Class R (ATERX): Strong focus on sustainable investment themes. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending for ATERX.
- Financial data is based on the most recent available information.