Ab Servative Wealth Fund Quote
| APWIX Fund | USD 12.66 0.14 1.12% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Ab Servative is trading at 12.66 as of the 22nd of January 2025; that is 1.12 percent increase since the beginning of the trading day. The fund's open price was 12.52. Ab Servative has about a 21 % 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 2nd of February 2023 and ending today, the 22nd of January 2025. Click here to learn more.
The fund invests in a diversified portfolio of equity and fixed-income securities. Normally, the funds investments will consist of approximately 60 percent equity securities and 40 percent fixed-income securities, but these target allocations may vary. More on Ab Servative Wealth
Moving together with APWIX Mutual Fund
APWIX Mutual Fund Highlights
| Update Date | 31st of December 2024 |
Ab Servative Wealth [APWIX] is traded in USA and was established 22nd of January 2025. Ab Servative is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of AllianceBernstein family. This fund presently has accumulated 199.02 M in assets under management (AUM) with no minimum investment requirementsAb Servative Wealth is currently producing year-to-date (YTD) return of 1.29% with the current yeild of 0.01%, while the total return for the last 3 years was 1.34%.
Check Ab Servative 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 APWIX 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 APWIX 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 Servative Wealth 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 Servative Wealth Mutual Fund Constituents
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts | |
| IQV | IQVIA Holdings | Stock | Health Care | |
| XLV | Health Care Select | Etf | Health |
Ab Servative Wealth Risk Profiles
| Mean Deviation | 0.4238 | |||
| Standard Deviation | 0.5573 | |||
| Variance | 0.3106 | |||
| Risk Adjusted Performance | (0.04) |
Ab Servative Against Markets
Other Information on Investing in APWIX Mutual Fund
Ab Servative financial ratios help investors to determine whether APWIX 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 APWIX with respect to the benefits of owning Ab Servative security.
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