Ab Tax Managed Wealth Fund Quote
| ATWAX Fund | USD 23.36 0.20 0.85% |
PerformanceInsignificant
| Odds Of DistressLow
|
Ab Tax-managed is trading at 23.36 as of the 20th of June 2025; that is 0.85% down since the beginning of the trading day. The fund's open price was 23.56. Ab Tax-managed has about a 21 % 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 21st of May 2025 and ending today, the 20th of June 2025. Click here to learn more.
The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser . A majority of the funds assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Advisers U.S. More on Ab Tax Managed Wealth
Moving together with ATWAX Mutual Fund
ATWAX Mutual Fund Highlights
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | August |
Ab Tax Managed Wealth [ATWAX] is traded in USA and was established 20th of June 2025. Ab Tax-managed is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of AllianceBernstein family. The entity is thematically classified as Emerging Markets Funds. This fund presently has accumulated 734.67 M in assets under management (AUM) with no minimum investment requirementsAb Tax Managed is currently producing year-to-date (YTD) return of 4.0% with the current yeild of 0.01%, while the total return for the last 3 years was 11.26%.
Check Ab Tax-managed 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 ATWAX 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 ATWAX 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 Tax Managed 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 Tax Managed Wealth Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| MAA | Mid America Apartment Communities | Stock | Real Estate | |
| AEP | American Electric Power | Stock | Utilities | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| STLA | Stellantis NV | Stock | Consumer Discretionary | |
| ROG | Rogers | Stock | Information Technology |
Ab Tax Managed Risk Profiles
| Mean Deviation | 0.9699 | |||
| Semi Deviation | 1.54 | |||
| Standard Deviation | 1.7 | |||
| Variance | 2.9 |
Ab Tax-managed Against Markets
Other Information on Investing in ATWAX Mutual Fund
Ab Tax-managed financial ratios help investors to determine whether ATWAX 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 ATWAX with respect to the benefits of owning Ab Tax-managed security.
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