Ab Relative Value Fund Quote
| CBBCX Fund | USD 6.53 0.05 0.76% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ab Relative is trading at 6.53 as of the 27th of February 2025; that is 0.76 percent decrease since the beginning of the trading day. The fund's open price was 6.58. Ab Relative 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 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
The fund invests primarily in the equity securities of U.S. companies that the Adviser believes are trading at attractive valuations that have strong or improving business models. The Adviser monitors the fundamental performance of the funds investments for signs of future financial success. More on Ab Relative Value
Moving together with CBBCX Mutual Fund
CBBCX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Value Funds, Large Value, AllianceBernstein (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Ab Relative Value [CBBCX] is traded in USA and was established 27th of February 2025. Ab Relative 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. This fund currently has accumulated 1.83 B in assets under management (AUM) with no minimum investment requirementsAb Relative Value is currently producing year-to-date (YTD) return of 4.64% with the current yeild of 0.0%, while the total return for the last 3 years was 7.98%.
Check Ab Relative 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 CBBCX 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 CBBCX 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 Relative 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 Relative Value Mutual Fund Constituents
| LDOS | Leidos Holdings | Stock | Information Technology | |
| GS | Goldman Sachs Group | Stock | Financials | |
| CI | Cigna Corp | Stock | Health Care | |
| PFE | Pfizer Inc | Stock | Health Care | |
| GILD | Gilead Sciences | Stock | Health Care | |
| FFIV | F5 Networks | Stock | Information Technology | |
| EMR | Emerson Electric | Stock | Industrials | |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
Ab Relative Value Risk Profiles
| Mean Deviation | 0.6808 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 | |||
| Risk Adjusted Performance | (0.07) |
Ab Relative Against Markets
Other Information on Investing in CBBCX Mutual Fund
Ab Relative financial ratios help investors to determine whether CBBCX 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 CBBCX with respect to the benefits of owning Ab Relative security.
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