Ab Tax-managed Financials
| ATWAX Fund | USD 21.94 0.04 0.18% |
ATWAX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ab Tax-managed Fund Summary
Ab Tax-managed competes with Short Small-cap, Ab Discovery, Boston Partners, Lsv Small, and Transamerica Financial. 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 .Specialization | World Large-Stock Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | AllianceBernstein Portfolios |
| Mutual Fund Family | AllianceBernstein |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 227 4618 |
| Currency | USD - US Dollar |
Ab Tax-managed Key Financial Ratios
ATWAX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ab Tax-managed's current stock value. Our valuation model uses many indicators to compare Ab Tax-managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ab Tax-managed competition to find correlations between indicators driving Ab Tax-managed's intrinsic value. More Info.Ab Tax Managed Wealth is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ab Tax Managed Wealth is roughly 8.51 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ab Tax-managed's earnings, one of the primary drivers of an investment's value.Ab Tax Managed Systematic Risk
Ab Tax-managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ab Tax-managed volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Ab Tax Managed correlated with the market. If Beta is less than 0 Ab Tax-managed generally moves in the opposite direction as compared to the market. If Ab Tax-managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ab Tax Managed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ab Tax-managed is generally in the same direction as the market. If Beta > 1 Ab Tax-managed moves generally in the same direction as, but more than the movement of the benchmark.
Ab Tax-managed March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ab Tax-managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ab Tax Managed Wealth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ab Tax Managed Wealth based on widely used predictive technical indicators. In general, we focus on analyzing ATWAX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ab Tax-managed's daily price indicators and compare them against related drivers.
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.55 | |||
| Value At Risk | (1.59) | |||
| Potential Upside | 1.38 |
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.
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