Ab Relative Value Fund Quote
| CBBYX Fund | USD 6.40 0.04 0.63% |
PerformanceInsignificant
| Odds Of DistressLow
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Ab Relative is trading at 6.40 as of the 20th of March 2025; that is 0.63 percent up since the beginning of the trading day. The fund's open price was 6.36. Ab Relative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th 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 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 CBBYX Mutual Fund
CBBYX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Value Funds, Large Value, AllianceBernstein (View all Sectors) |
| Update Date | 31st of March 2025 |
Ab Relative Value [CBBYX] is traded in USA and was established 20th of March 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 1.81 B in assets under management (AUM) with no minimum investment requirementsAb Relative Value is currently producing year-to-date (YTD) return of 0.32% with the current yeild of 0.01%, while the total return for the last 3 years was 8.36%.
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 CBBYX 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 CBBYX 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
| COF | Capital One Financial | Stock | Financials | |
| DHI | DR Horton | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| FFIV | F5 Networks | Stock | Information Technology | |
| PFE | Pfizer Inc | Stock | Health Care | |
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples |
Ab Relative Value Risk Profiles
| Mean Deviation | 0.7937 | |||
| Standard Deviation | 1.39 | |||
| Variance | 1.92 | |||
| Risk Adjusted Performance | (0.11) |
Ab Relative Against Markets
Other Information on Investing in CBBYX Mutual Fund
Ab Relative financial ratios help investors to determine whether CBBYX 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 CBBYX with respect to the benefits of owning Ab Relative security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |