Ab Discovery Value Fund Quote
| ABSZX Fund | USD 25.15 0.06 0.24% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Ab Discovery is trading at 25.15 as of the 1st of December 2024; that is 0.24% up since the beginning of the trading day. The fund's open price was 25.09. Ab Discovery has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Ab Discovery Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies. Under normal circumstances, it invests at least 80 percent of its net assets in securities of small- to mid-capitalization companies. More on Ab Discovery Value
Moving against ABSZX Mutual Fund
ABSZX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Funds, Small Value Funds, Small Value, AllianceBernstein (View all Sectors) |
| Update Date | 30th of September 2024 |
Ab Discovery Value [ABSZX] is traded in USA and was established 1st of December 2024. Ab Discovery is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Small Value category and is part of AllianceBernstein family. This fund presently has accumulated 3.49 B in assets under management (AUM) with no minimum investment requirementsAb Discovery Value is currently producing year-to-date (YTD) return of 17.42% with the current yeild of 0.01%, while the total return for the last 3 years was 4.78%.
Check Ab Discovery 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 ABSZX 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 ABSZX 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 Discovery 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 Discovery Value Mutual Fund Constituents
| KMPR | Kemper | Stock | Financials | |
| CPT | Camden Property Trust | Stock | Real Estate | |
| MC | Moelis Co | Stock | Financials | |
| RS | Reliance Steel Aluminum | Stock | Materials | |
| COLD | Americold Realty Trust | Stock | Real Estate | |
| BC | Brunswick | Stock | Consumer Discretionary | |
| SEE | Sealed Air | Stock | Materials | |
| RE | Colas SA | Stock | Financials |
Ab Discovery Value Risk Profiles
| Mean Deviation | 0.7932 | |||
| Semi Deviation | 0.8365 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 |
Ab Discovery Against Markets
Other Information on Investing in ABSZX Mutual Fund
Ab Discovery financial ratios help investors to determine whether ABSZX 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 ABSZX with respect to the benefits of owning Ab Discovery security.
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