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%)

Fund 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?)

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 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

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 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%

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

More historic net asset information on AB Conservative Wealth Strategy Advisor Fund (ABPYX)

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%

Click here to see more historic asset allocation information on AB Conservative Wealth Strategy Advisor Fund (ABPYX)

Top 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)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.