Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ABPYX Insights | ABPYX Score | ABPYX Performance | ABPYX News | ABPYX Allocation | ABPYX Holdings Change

AB Conservative Wealth Strategy Advisor (ABPYX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Conservative Wealth Strategy Advisor (ABPYX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 16.0 years
Similar Funds: ABPAX  ABPBX  ABPCX 
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 Advisor Fund (ABPYX) ProfileAB Conservative Wealth Strategy Advisor Fund (ABPYX) Profile

Fund Profile and Description

AB Conservative Wealth Strategy Advisor Fund seeks to achieve a high total return without undue risk to principal. AB Conservative Wealth Strategy Advisor 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 Advisor (ABPYX) Fund Strength What we like about AB Conservative Wealth Strategy Advisor (ABPYX) Fund

Data for AB Conservative Wealth Strategy Advisor Fund (ABPYX) as of May 30, 2016

  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) management has been with AB Conservative Wealth Strategy Advisor Fund for 16.0 years
  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) ratio of up-years vs down years is greater than 2
  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) 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 Advisor management does not trade extensively for its return.
  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) 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 Advisor Fund (ABPYX) has a lower expense ratio than its Allocation--30% to 50% Equity average: 0.67% vs 0.80%
  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Conservative Wealth Strategy Advisor Fund (ABPYX) Weakness What we are cautious about AB Conservative Wealth Strategy Advisor (ABPYX) Fund

Data for AB Conservative Wealth Strategy Advisor Fund (ABPYX) as of May 30, 2016

  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) has a less-than-ideal short-term performance (1-year return -1.20% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) has a less-than-ideal mid-term performance (3-year return 3.02% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) has a less-than-ideal Long-term performance (5-year return 3.08% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • AB Conservative Wealth Strategy Advisor Fund (ABPYX) has a Morningstar rating of 3 and below
See AB Conservative Wealth Strategy Advisor Fund (ABPYX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Conservative Wealth Strategy Advisor Fund (ABPYX)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 Advisor1.92-1.203.023.08
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 Advisor Fund (ABPYX)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 Advisor Fund (ABPYX) Net Asset TrackingAB Conservative Wealth Strategy Advisor (ABPYX) Fund Net Asset

Track net asset change of AB Conservative Wealth Strategy Advisor fund (ABPYX)

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

  

Graph of AB Conservative Wealth Strategy Advisor Fund (ABPYX) Portfolio TrackingAB Conservative Wealth Strategy Advisor (ABPYX) Fund Portfolio Allocation

Track portfolio allocation change of AB Conservative Wealth Strategy Advisor fund (ABPYX)

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 Advisor Fund (ABPYX)

 

graph of AB Conservative Wealth Strategy Advisor Fund (ABPYX) Top 10 Position TrackingTop 10 Holdings in AB Conservative Wealth Strategy Advisor (ABPYX) Fund

Discover what AB Conservative Wealth Strategy Advisor Fund (ABPYX) 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 Advisor Fund (ABPYX)

  

Latest News on AB Conservative Wealth Strategy Advisor (ABPYX) Fund

See what is happening with AB Conservative Wealth Strategy Advisor Fund (ABPYX)

    No recent news

 

AB Conservative Wealth Strategy Advisor Fund (ABPYX) Related ResourcesSee more information on AB Conservative Wealth Strategy Advisor (ABPYX) Fund

Popular pages on AB Conservative Wealth Strategy Advisor (ABPYX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update