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AB Conservative Wealth Strategy A (ABPAX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Conservative Wealth Strategy A (ABPAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of AB Conservative Wealth Strategy A Fund (ABPAX) ManagerFund Manager - Christopher H. Nikolich

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: ABPBX  ABPCX  ABPYX 
Fund Family: AllianceBernstein
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of AB Conservative Wealth Strategy A Fund (ABPAX) ProfileAB Conservative Wealth Strategy A Fund (ABPAX) Profile

Fund Profile and Description

AB Conservative Wealth Strategy A Fund seeks to achieve a high total return without undue risk to principal. AB Conservative Wealth Strategy A Fund normally invests in a combination of portfolios of the underlying portfolios representing a variety of asset classes and investment styles that are also managed by the advisor. It targets a weighting of 30% in underlying portfolios that invest primarily in equity securities and 70% in underlying portfolios that invest in debt securities with a goal of providing reduced volatility and modest upside potential.

 

AB Conservative Wealth Strategy A (ABPAX) Fund Strength What we like about AB Conservative Wealth Strategy A (ABPAX) Fund

Data for AB Conservative Wealth Strategy A Fund (ABPAX) as of May 30, 2016

  • AB Conservative Wealth Strategy A Fund (ABPAX) management has been with AB Conservative Wealth Strategy A Fund for 15.5 years
  • AB Conservative Wealth Strategy A Fund (ABPAX) ratio of up-years vs down years is greater than 2
  • AB Conservative Wealth Strategy A Fund (ABPAX) has an annual stock turnover rate of 6.00% vs Allocation--30% to 50% Equity average of 47.02%. It is good that AB Conservative Wealth Strategy A management does not trade extensively for its return.
  • AB Conservative Wealth Strategy A Fund (ABPAX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.43, lower than category average of 5.82

AB Conservative Wealth Strategy A Fund (ABPAX) Weakness What we are cautious about AB Conservative Wealth Strategy A (ABPAX) Fund

Data for AB Conservative Wealth Strategy A Fund (ABPAX) as of May 30, 2016

  • AB Conservative Wealth Strategy A Fund (ABPAX) has a less-than-ideal short-term performance (1-year return -1.46% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • AB Conservative Wealth Strategy A Fund (ABPAX) has a less-than-ideal mid-term performance (3-year return 2.73% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • AB Conservative Wealth Strategy A Fund (ABPAX) has a less-than-ideal Long-term performance (5-year return 2.79% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • AB Conservative Wealth Strategy A Fund (ABPAX) has a Morningstar rating of 3 and below
  • AB Conservative Wealth Strategy A Fund (ABPAX) has a higher expense ratio of 0.92% than its Allocation--30% to 50% Equity average of 0.80%
  • AB Conservative Wealth Strategy A Fund (ABPAX) carries a 4.25% load
See AB Conservative Wealth Strategy A Fund (ABPAX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Conservative Wealth Strategy A Fund (ABPAX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Conservative Wealth Strategy A1.84-1.462.732.79
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare AB Conservative Wealth Strategy A Fund (ABPAX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of AB Conservative Wealth Strategy A Fund (ABPAX) Net Asset TrackingAB Conservative Wealth Strategy A (ABPAX) Fund Net Asset

Track net asset change of AB Conservative Wealth Strategy A fund (ABPAX)

DateNet Asset
05/2016$288.92M
03/2016$297.26M
02/2016$293.03M
More historic net asset information on AB Conservative Wealth Strategy A Fund (ABPAX)

  

Graph of AB Conservative Wealth Strategy A Fund (ABPAX) Portfolio TrackingAB Conservative Wealth Strategy A (ABPAX) Fund Portfolio Allocation

Track portfolio allocation change of AB Conservative Wealth Strategy A fund (ABPAX)

DateCashStockBondOther
04/201613.47%32.81%53.07%0.2%
02/201613.22%30.75%54.83%0.76%
12/201514.31%31.65%53.15%0.76%
Click here to see more historic asset allocation information on AB Conservative Wealth Strategy A Fund (ABPAX)

 

graph of AB Conservative Wealth Strategy A Fund (ABPAX) Top 10 Position TrackingTop 10 Holdings in AB Conservative Wealth Strategy A (ABPAX) Fund

Discover what AB Conservative Wealth Strategy A Fund (ABPAX) manager is buying

Apr 29, 2016
AB Multi-Manager Alternative Strats Z [5.78%]
US Treasury Note 1.375% [2.01%]
US Treasury Note 0.75% [1.71%]
US Treasury Note 0.625% [1.05%]
United Kingdom (Government Of) 2% [0.97%]
US Treasury Note 0.5% [0.76%]
US Treasury Note [0.68%]

Feb 28, 2016
AB Multi-Manager Alternative Strats Z [5.98%]
US Treasury Note 1.375% [2.06%]
US Treasury Note 0.75% [1.75%]
US Treasury Note 0.625% [1.07%]
US Treasury Note [0.88%]
US Treasury Note 0.094% [0.78%]
US Treasury TIP [0.77%]
Australia(Cmnwlth) 0.18% [0.75%]

Dec 30, 2015
US Treasury Note 1.375% [2%]
US Treasury Note 0.625% [1.05%]
US Treasury Note 0.094% [0.76%]
US Treasury Note 2.125% [0.68%]
US Treasury Note [0.62%]
US Treasury TIP [0.62%]
Click here for Stock Holding Change Map in AB Conservative Wealth Strategy A Fund (ABPAX)

  

Latest News on AB Conservative Wealth Strategy A (ABPAX) Fund

See what is happening with AB Conservative Wealth Strategy A Fund (ABPAX)

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AB Conservative Wealth Strategy A Fund (ABPAX) Related ResourcesSee more information on AB Conservative Wealth Strategy A (ABPAX) Fund

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