Ab Relative Value Fund Quote
| CABDX Fund | USD 7.29 0.06 0.83% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Ab Relative is trading at 7.29 as of the 25th of November 2024; that is 0.83% up since the beginning of the trading day. The fund's open price was 7.23. Ab Relative 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 Relative Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests primarily in the equity securities of U.S. companies that the Adviser believes are trading at attractive valuations that have strong or improving business models. The Adviser monitors the fundamental performance of the funds investments for signs of future financial success. More on Ab Relative Value
Moving against CABDX Mutual Fund
CABDX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Value Funds, Large Value, AllianceBernstein (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Ab Relative Value [CABDX] is traded in USA and was established 25th of November 2024. Ab Relative is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Large Value category and is part of AllianceBernstein family. This fund currently has accumulated 1.83 B in assets under management (AUM) with no minimum investment requirementsAb Relative Value is currently producing year-to-date (YTD) return of 17.7% with the current yeild of 0.01%, while the total return for the last 3 years was 8.63%.
Check Ab Relative 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 CABDX 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 CABDX 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 Relative 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 Relative Value Mutual Fund Constituents
| COF | Capital One Financial | Stock | Financials | |
| PSX | Phillips 66 | Stock | Energy | |
| TGT | Target | Stock | Consumer Staples | |
| DHI | DR Horton | Stock | Consumer Discretionary | |
| CI | Cigna Corp | Stock | Health Care | |
| LDOS | Leidos Holdings | Stock | Information Technology | |
| AMGN | Amgen Inc | Stock | Health Care | |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples |
Ab Relative Value Risk Profiles
| Mean Deviation | 0.4967 | |||
| Semi Deviation | 0.4305 | |||
| Standard Deviation | 0.6652 | |||
| Variance | 0.4425 |
Ab Relative Against Markets
Other Information on Investing in CABDX Mutual Fund
Ab Relative financial ratios help investors to determine whether CABDX 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 CABDX with respect to the benefits of owning Ab Relative security.
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