Ab Discovery Growth Fund Quote
| CHCZX Fund | USD 12.73 0.09 0.70% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ab Discovery is trading at 12.73 as of the 26th of February 2025; that is 0.7% down since the beginning of the trading day. The fund's open price was 12.82. Ab Discovery 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. Under normal circumstances, the fund invests at least 80 percent of its net assets in the equity securities of small- and mid-capitalization companies. More on Ab Discovery Growth
CHCZX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, AllianceBernstein (View all Sectors) |
| Update Date | 31st of December 2024 |
Ab Discovery Growth [CHCZX] is traded in USA and was established 26th of February 2025. Ab Discovery is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of AllianceBernstein family. This fund currently has accumulated 2.75 B in assets under management (AUM) with no minimum investment requirementsAb Discovery Growth is currently producing year-to-date (YTD) return of 3.86%, while the total return for the last 3 years was 2.81%.
Check Ab Discovery 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 CHCZX 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 CHCZX 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 Discovery Growth 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 Discovery Growth Mutual Fund Constituents
| AMED | Amedisys | Stock | Health Care | |
| GH | Guardant Health | Stock | Health Care | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| EXAS | EXACT Sciences | Stock | Health Care | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| JKHY | Jack Henry Associates | Stock | Financials | |
| TDOC | Teladoc | Stock | Health Care |
Ab Discovery Growth Risk Profiles
| Mean Deviation | 1.01 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.65 | |||
| Risk Adjusted Performance | (0.04) |
Ab Discovery Against Markets
Other Information on Investing in CHCZX Mutual Fund
Ab Discovery financial ratios help investors to determine whether CHCZX 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 CHCZX with respect to the benefits of owning Ab Discovery security.
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