Ab Small Cap Fund Quote

QUACX Fund  USD 29.72  0.43  1.47%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Ab Small is trading at 29.72 as of the 23rd of November 2024; that is 1.47 percent increase since the beginning of the trading day. The fund's open price was 29.29. Ab Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Ab Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of equities with relatively smaller capitalizations as compared to the overall U.S. market. It invests at least 80 percent of its net assets in equities of smaller companies. For these purposes, smaller companies are those that, at the time of investment, fall within the lowest 20 percent of the total U.S. More on Ab Small Cap

Moving together with QUACX Mutual Fund

  0.61AMTAX Ab All MarketPairCorr

Moving against QUACX Mutual Fund

  0.58ANAIX Ab Global BondPairCorr
  0.58ANACX Ab Global BondPairCorr
  0.57ANAGX Ab Global BondPairCorr
  0.56ANAZX Ab Global BondPairCorr
  0.53STHAX Ab Sustainable ThematicPairCorr
  0.52ANAYX Ab Global BondPairCorr

QUACX Mutual Fund Highlights

Fund ConcentrationAllianceBernstein Funds, Large Funds, Small Growth Funds, Small Growth, AllianceBernstein (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date31st of October 2022
Fiscal Year EndJuly
Ab Small Cap [QUACX] is traded in USA and was established 23rd of November 2024. Ab Small is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Small Growth category and is part of AllianceBernstein family. This fund at this time has accumulated 4.02 B in assets with no minimum investment requirementsAb Small Cap is currently producing year-to-date (YTD) return of 19.4%, while the total return for the last 3 years was -7.9%.
Check Ab Small 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 QUACX 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 QUACX 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 Small 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 Small Cap Mutual Fund Constituents

SUMSummit MaterialsStockMaterials
PLNTPlanet FitnessStockConsumer Discretionary
BLKBBlackbaudStockInformation Technology
FIVNFive9 IncStockInformation Technology
BFAMBright Horizons FamilyStockConsumer Discretionary
KNXKnight TransportationStockIndustrials
PSTGPure StorageStockInformation Technology
TRUPTrupanionStockFinancials
More Details

Ab Small Cap Risk Profiles

Ab Small Against Markets

Other Information on Investing in QUACX Mutual Fund

Ab Small financial ratios help investors to determine whether QUACX 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 QUACX with respect to the benefits of owning Ab Small security.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance