Ab Equity Income Fund Quote
| AUIAX Fund | USD 32.54 0.06 0.18% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Ab Equity is trading at 32.54 as of the 7th of January 2025; that is 0.18% up since the beginning of the trading day. The fund's open price was 32.48. Ab Equity 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 8th of December 2024 and ending today, the 7th of January 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of equity securities of U.S. companies. Under normal circumstances, it invests at least 80 percent of its net assets in equity securities. The fund invests primarily in income-producing securities, targeting an investment in such securities of at least 65 percent of its total assets. More on Ab Equity Income
Moving together with AUIAX Mutual Fund
AUIAX Mutual Fund Highlights
| Thematic Idea | Consumer Funds (View all Themes) |
| Fund Concentration | AllianceBernstein Funds, Large Value Funds, Consumer Funds, Large Value, AllianceBernstein, Large Blend, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | November |
Ab Equity Income [AUIAX] is traded in USA and was established 7th of January 2025. Ab Equity is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Large Value category and is part of AllianceBernstein family. The entity is thematically classified as Consumer Funds. This fund presently has accumulated 491.65 M in assets under management (AUM) with no minimum investment requirementsAb Equity Income 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 8.85%.
Check Ab Equity 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 AUIAX 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 AUIAX 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 Equity Income 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 Equity Income Mutual Fund Constituents
| HPQ | HP Inc | Stock | Information Technology | |
| FAF | First American | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| XRX | Xerox Corp | Stock | Information Technology | |
| MET | MetLife | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services |
Ab Equity Income Risk Profiles
| Mean Deviation | 0.6283 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.56 | |||
| Risk Adjusted Performance | (0.07) |
Ab Equity Against Markets
Other Information on Investing in AUIAX Mutual Fund
Ab Equity financial ratios help investors to determine whether AUIAX 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 AUIAX with respect to the benefits of owning Ab Equity security.
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