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AB Conservative Wealth Strategy Advisor (ABPYX) Fund Ranking and Research
Ranking, Research and Recommendation of AB Conservative Wealth Strategy Advisor (ABPYX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Christopher H. Nikolich
Fund Manager Information
Fund Manager Tenure: 15.5 yearsSimilar 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?)
AB 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.
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 15.5 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
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
What do you think?
Compare with other top Allocation--30% to 50% Equity category mutual funds
Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
AB Conservative Wealth Strategy Advisor | 1.92 | -1.20 | 3.02 | 3.08 | |
Hartford Balanced Income I (HBLIX) | 5.89 | 3.65 | 6.25 | 7.99 | Compare |
American Century Strat Allc: Cnsrv Instl (ACCIX) | 3.14 | 0.12 | 4.47 | 5.27 | Compare |
Berwyn Income (BERIX) | 4.25 | 0.44 | 4.23 | 5.21 | Compare |
See top fund managers for Allocation--30% to 50% Equity Category Funds
Compare with Allocation--30% to 50% Equity category ETFs
Some Allocation--30% to 50% Equity ETFs for your consideration
ETF | Year to Date | One Year | Three Year | PowerShares CEF Income Composite ETF (PCEF) | 6.79% | 0.95% | 3.50% | iShares Core Conservative Allocation (AOK) | 0 | 0 | 0 | iShares Core Moderate Allocation (AOM) | 3.37% | -0.12% | 4.15% |
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AB Conservative Wealth Strategy Advisor (ABPYX) Fund Net Asset
Track net asset change of AB Conservative Wealth Strategy Advisor fund (ABPYX)
Date | Net Asset |
05/2016 | $288.92M |
03/2016 | $297.26M |
02/2016 | $293.03M |
AB Conservative Wealth Strategy Advisor (ABPYX) Fund Portfolio Allocation
Track portfolio allocation change of AB Conservative Wealth Strategy Advisor fund (ABPYX)
Date | Cash | Stock | Bond | Other |
04/2016 | 13.47% | 32.81% | 53.07% | 0.2% |
02/2016 | 13.22% | 30.75% | 54.83% | 0.76% |
12/2015 | 14.31% | 31.65% | 53.15% | 0.76% |
Top 10 Holdings in AB Conservative Wealth Strategy Advisor (ABPYX) Fund
Discover what AB Conservative Wealth Strategy Advisor Fund (ABPYX) manager is buying
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%] | 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%] | 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%] |
Latest News on AB Conservative Wealth Strategy Advisor (ABPYX) Fund
See what is happening with AB Conservative Wealth Strategy Advisor Fund (ABPYX)
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See more information on AB Conservative Wealth Strategy Advisor (ABPYX) Fund
Popular pages on AB Conservative Wealth Strategy Advisor (ABPYX) Fund
- AB Conservative Wealth Strategy Advisor (ABPYX) Fund Research and Recommendation
- AB Conservative Wealth Strategy Advisor (ABPYX) Fund Performance Data
- AB Conservative Wealth Strategy Advisor (ABPYX) Fund Manager Information
- Historic AB Conservative Wealth Strategy Advisor (ABPYX) Fund Asset Allocation Report
- Historic AB Conservative Wealth Strategy Advisor (ABPYX) Fund Top 10 Holding Tracking
- Historic AB Conservative Wealth Strategy Advisor (ABPYX) Fund Asset Under Management Tracking