Ab E Opportunities Fund Quote

ADGAX Fund  USD 22.43  0.27  1.22%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Ab Core is trading at 22.43 as of the 19th of March 2025; that is 1.22% up since the beginning of the trading day. The fund's open price was 22.16. Ab Core has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests primarily in the equity securities of U.S. companies that the Adviser believes are attractively valued. The Adviser relies primarily upon the fundamental analysis and research of its dedicated investment team for the fund in conducting research and making investment decisions. More on Ab E Opportunities

ADGAX Mutual Fund Highlights

Thematic IdeaHybrid Mix Funds (View all Themes)
Fund ConcentrationAllianceBernstein Funds, Large Blend Funds, Hybrid Mix Funds, Large Blend, AllianceBernstein (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndNovember
Ab E Opportunities [ADGAX] is traded in USA and was established 19th of March 2025. Ab Core is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AllianceBernstein family. The entity is thematically classified as Hybrid Mix Funds. This fund presently has accumulated 170.68 M in assets under management (AUM) with minimum initial investment of 2.5 K. Ab E Opportunities is currently producing year-to-date (YTD) return of 1.74% with the current yeild of 0.0%, while the total return for the last 3 years was 11.43%.
Check Ab Core 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 ADGAX 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 ADGAX 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 E Opportunities 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 E Opportunities Mutual Fund Constituents

MSFTMicrosoftStockInformation Technology
AAPLApple IncStockInformation Technology
VRTXVertex PharmaceuticalsStockHealth Care
WBAWalgreens Boots AllianceStockConsumer Staples
GILDGilead SciencesStockHealth Care
DISWalt DisneyStockCommunication Services
IBMInternational Business MachinesStockInformation Technology
PFEPfizer IncStockHealth Care
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Ab E Opportunities Risk Profiles

Ab Core Against Markets

Other Information on Investing in ADGAX Mutual Fund

Ab Core financial ratios help investors to determine whether ADGAX 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 ADGAX with respect to the benefits of owning Ab Core security.
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