Ab Discovery Value Fund Quote
| ABSIX Fund | USD 25.18 0.15 0.59% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Ab Discovery is trading at 25.18 as of the 27th of November 2024; that is 0.59 percent decrease since the beginning of the trading day. The fund's open price was 25.33. Ab Discovery has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ab Discovery Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies. Under normal circumstances, it invests at least 80 percent of its net assets in securities of small- to mid-capitalization companies. More on Ab Discovery Value
Moving against ABSIX Mutual Fund
ABSIX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Funds, Small Value Funds, Small Value, AllianceBernstein (View all Sectors) |
| Update Date | 30th of September 2024 |
Ab Discovery Value [ABSIX] is traded in USA and was established 27th of November 2024. Ab Discovery is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Small Value category and is part of AllianceBernstein family. This fund presently has accumulated 3.49 B in assets under management (AUM) with minimum initial investment of 2 M. Ab Discovery Value is currently producing year-to-date (YTD) return of 19.31% with the current yeild of 0.01%, while the total return for the last 3 years was 5.13%.
Check Ab Discovery Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on ABSIX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding ABSIX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ab Discovery Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ab Discovery Value Mutual Fund Constituents
| CVLT | CommVault Systems | Stock | Information Technology | |
| CPT | Camden Property Trust | Stock | Real Estate | |
| PWR | Quanta Services | Stock | Industrials | |
| AFG | American Financial Group | Stock | Financials | |
| CMA | Comerica | Stock | Financials | |
| RBC | RBC Bearings Incorporated | Stock | Industrials | |
| RS | Reliance Steel Aluminum | Stock | Materials | |
| WSM | Williams Sonoma | Stock | Consumer Discretionary |
Ab Discovery Value Risk Profiles
| Mean Deviation | 0.8049 | |||
| Semi Deviation | 0.8404 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.29 |
Ab Discovery Against Markets
Other Information on Investing in ABSIX Mutual Fund
Ab Discovery financial ratios help investors to determine whether ABSIX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ABSIX with respect to the benefits of owning Ab Discovery security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |