Ab Tax Managed Wealth Fund Manager Performance Evaluation
| ATWAX Fund | USD 26.49 0.23 0.86% |
The fund owns a Beta (Systematic Risk) of 0.0389, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ab Tax-managed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ab Tax-managed is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ab Tax Managed Wealth are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Ab Tax-managed may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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| Expense Ratio Date | 7th of January 2026 | |
| Expense Ratio | 0.9800 |
ATWAX |
Ab Tax-managed Relative Risk vs. Return Landscape
If you would invest 2,437 in Ab Tax Managed Wealth on November 5, 2025 and sell it today you would earn a total of 212.00 from holding Ab Tax Managed Wealth or generate 8.7% return on investment over 90 days. Ab Tax Managed Wealth is currently producing 0.1422% returns and takes up 0.7879% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than ATWAX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ab Tax-managed Current Valuation
Undervalued
Today
Please note that Ab Tax-managed's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ab Tax Managed owns a latest Real Value of $28.87 per share. The recent price of the fund is $26.49. We determine the value of Ab Tax Managed from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some future date, mutual fund prices and their ongoing real values will grow together.
Since Ab Tax-managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ATWAX Mutual Fund. However, Ab Tax-managed's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 26.49 | Real 28.87 | Hype 26.53 | Naive 26.74 |
The intrinsic value of Ab Tax-managed's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ab Tax-managed's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ab Tax Managed Wealth helps investors to forecast how ATWAX mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ab Tax-managed more accurately as focusing exclusively on Ab Tax-managed's fundamentals will not take into account other important factors: Ab Tax-managed Target Price Odds to finish over Current Price
The tendency of ATWAX Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 26.49 | 90 days | 26.49 | about 7.79 |
Based on a normal probability distribution, the odds of Ab Tax-managed to move above the current price in 90 days from now is about 7.79 (This Ab Tax Managed Wealth probability density function shows the probability of ATWAX Mutual Fund to fall within a particular range of prices over 90 days) .
Ab Tax-managed Price Density |
| Price |
Predictive Modules for Ab Tax-managed
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ab Tax Managed. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Ab Tax-managed Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ab Tax-managed is not an exception. The market had few large corrections towards the Ab Tax-managed's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ab Tax Managed Wealth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ab Tax-managed within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.93 | |
Ir | Information ratio | 0.07 |
Ab Tax-managed Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ab Tax-managed for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ab Tax Managed can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds 98.28% of its assets under management (AUM) in equities |
Ab Tax-managed Fundamentals Growth
ATWAX Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ab Tax-managed, and Ab Tax-managed fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on ATWAX Mutual Fund performance.
| Price To Earning | 17.78 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.39 X | |||
| Total Asset | 50.96 M | |||
About Ab Tax-managed Performance
Evaluating Ab Tax-managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ab Tax-managed has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ab Tax-managed has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser . A majority of the funds assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Advisers U.S. Strategic Equities investment strategy .Things to note about Ab Tax Managed performance evaluation
Checking the ongoing alerts about Ab Tax-managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ab Tax Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.28% of its assets under management (AUM) in equities |
- Analyzing Ab Tax-managed's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ab Tax-managed's stock is overvalued or undervalued compared to its peers.
- Examining Ab Tax-managed's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ab Tax-managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ab Tax-managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ab Tax-managed's mutual fund. These opinions can provide insight into Ab Tax-managed's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in ATWAX Mutual Fund
Ab Tax-managed financial ratios help investors to determine whether ATWAX 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 ATWAX with respect to the benefits of owning Ab Tax-managed security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |