Ab Large Cap Fund Quote

ALLIX Fund  USD 116.59  0.83  0.72%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Ab Large is trading at 116.59 as of the 27th of November 2024; that is 0.72 percent increase since the beginning of the trading day. The fund's open price was 115.76. Ab Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ab Large Cap 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 equity securities of a limited number of large, carefully selected, high-quality U.S. companies. It invests primarily in the domestic equity securities of companies selected by the funds Adviser for their growth potential within various market sectors. More on Ab Large Cap

Moving against ALLIX Mutual Fund

  0.69ANAIX Ab Global BondPairCorr
  0.68ANAGX Ab Global BondPairCorr
  0.67ANAZX Ab Global BondPairCorr
  0.53AMNCX Ab Minnesota PortfolioPairCorr
  0.52ANYCX Ab New YorkPairCorr
  0.48ARECX Ab Global RealPairCorr

ALLIX Mutual Fund Highlights

Fund ConcentrationAllianceBernstein Funds, Large Growth Funds, Large Growth, AllianceBernstein (View all Sectors)
Update Date30th of September 2024
Ab Large Cap [ALLIX] is traded in USA and was established 27th of November 2024. Ab Large is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Large Growth category and is part of AllianceBernstein family. This fund presently has accumulated 8 B in assets under management (AUM) with no minimum investment requirementsAb Large Cap is currently producing year-to-date (YTD) return of 25.7% with the current yeild of 0.0%, while the total return for the last 3 years was 6.93%.
Check Ab Large 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 ALLIX 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 ALLIX 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 Large Cap 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 Large Cap Mutual Fund Constituents

COSTCostco Wholesale CorpStockConsumer Staples
ADBEAdobe Systems IncorporatedStockInformation Technology
ZTSZoetis IncStockHealth Care
VRTXVertex PharmaceuticalsStockHealth Care
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
QCOMQualcomm IncorporatedStockInformation Technology
MSFTMicrosoftStockInformation Technology
More Details

Ab Large Cap Risk Profiles

Ab Large Against Markets

Other Information on Investing in ALLIX Mutual Fund

Ab Large financial ratios help investors to determine whether ALLIX 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 ALLIX with respect to the benefits of owning Ab Large security.
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