Ab Servative Wealth Fund Quote
| ABPAX Fund | USD 12.58 0.07 0.56% |
PerformanceSolid
| Odds Of DistressLow
|
Ab Conservative is trading at 12.58 as of the 6th of July 2025; that is 0.56% up since the beginning of the trading day. The fund's open price was 12.51. Ab Conservative has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 6th of June 2025 and ending today, the 6th of July 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 ABPAX Mutual Fund
ABPAX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, AllianceBernstein (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | August |
Ab Servative Wealth [ABPAX] is traded in USA and was established 6th of July 2025. Ab Conservative 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 106.25 M in assets under management (AUM) with no minimum investment requirementsAb Servative Wealth is currently producing year-to-date (YTD) return of 0.91% with the current yeild of 0.01%, while the total return for the last 3 years was 4.13%.
Check Ab Conservative 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 ABPAX 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 ABPAX 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
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts | |
| XLE | Energy Select Sector | Etf | Equity Energy | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| VNQ | Vanguard Real Estate | Etf | Real Estate | |
| IQV | IQVIA Holdings | Stock | Health Care | |
| XLV | Health Care Select | Etf | Health | |
| XLF | Financial Select Sector | Etf | Financial |
Ab Servative Wealth Risk Profiles
| Mean Deviation | 0.7085 | |||
| Semi Deviation | 1.07 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.39 |
Ab Conservative Against Markets
Other Information on Investing in ABPAX Mutual Fund
Ab Conservative financial ratios help investors to determine whether ABPAX 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 ABPAX with respect to the benefits of owning Ab Conservative security.
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