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AB Balance Wealth Strategy Advisor (ABWYX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Balance Wealth Strategy Advisor (ABWYX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 15.7 years
Similar Funds: ABWAX  ABWBX  ABWCX  ABWIX  ABWKX  ABWRX 
Fund Family: AllianceBernstein
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

 

Graph of AB Balance Wealth Strategy Advisor Fund (ABWYX) ProfileAB Balance Wealth Strategy Advisor Fund (ABWYX) Profile

Fund Profile and Description

AB Balance Wealth Strategy Advisor Fund seeks to achieve the highest total return. AB Balance Wealth Strategy Advisor Fund normally invests in a combination of underlying portfolios representing a variety of asset classes and investment styles that are also managed by the advisor. The advisor targets a weighting of 60% of the underlying portfolios that invest primarily in equity securities and 40% of the underlying portfolios that invest primarily in debt securities with a goal of providing moderate upside potential without excessive volatility.

 

AB Balance Wealth Strategy Advisor (ABWYX) Fund Strength What we like about AB Balance Wealth Strategy Advisor (ABWYX) Fund

Data for AB Balance Wealth Strategy Advisor Fund (ABWYX) as of May 30, 2016

  • AB Balance Wealth Strategy Advisor Fund (ABWYX) management has been with AB Balance Wealth Strategy Advisor Fund for 15.7 years
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) ratio of up-years vs down years is greater than 2
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) has an annual stock turnover rate of 9.00% vs Allocation--50% to 70% Equity average of 56.38%. It is good that AB Balance Wealth Strategy Advisor management does not trade extensively for its return.
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) has a lower expense ratio than its Allocation--50% to 70% Equity average: 0.60% vs 0.85%
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Balance Wealth Strategy Advisor Fund (ABWYX) Weakness What we are cautious about AB Balance Wealth Strategy Advisor (ABWYX) Fund

Data for AB Balance Wealth Strategy Advisor Fund (ABWYX) as of May 30, 2016

  • AB Balance Wealth Strategy Advisor Fund (ABWYX) has a less-than-ideal short-term performance (1-year return -3.34% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) has a less-than-ideal mid-term performance (3-year return 4.51% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) has a less-than-ideal Long-term performance (5-year return 4.41% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) has a Morningstar rating of 3 and below
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) is less safe compared to its Allocation--50% to 70% Equity peers
  • AB Balance Wealth Strategy Advisor Fund (ABWYX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.88 that is higher than category average of 7.71
See AB Balance Wealth Strategy Advisor Fund (ABWYX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Balance Wealth Strategy Advisor Fund (ABWYX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Balance Wealth Strategy Advisor2.34-3.344.514.41
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare AB Balance Wealth Strategy Advisor Fund (ABWYX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of AB Balance Wealth Strategy Advisor Fund (ABWYX) Net Asset TrackingAB Balance Wealth Strategy Advisor (ABWYX) Fund Net Asset

Track net asset change of AB Balance Wealth Strategy Advisor fund (ABWYX)

DateNet Asset
05/2016$1.04B
03/2016$1.06B
02/2016$1.02B
More historic net asset information on AB Balance Wealth Strategy Advisor Fund (ABWYX)

  

Graph of AB Balance Wealth Strategy Advisor Fund (ABWYX) Portfolio TrackingAB Balance Wealth Strategy Advisor (ABWYX) Fund Portfolio Allocation

Track portfolio allocation change of AB Balance Wealth Strategy Advisor fund (ABWYX)

DateCashStockBondOther
04/20169.7%57.77%31.27%0.65%
02/201610.75%54.98%32.57%1.06%
12/201510.45%56.02%32.16%1.05%
Click here to see more historic asset allocation information on AB Balance Wealth Strategy Advisor Fund (ABWYX)

 

graph of AB Balance Wealth Strategy Advisor Fund (ABWYX) Top 10 Position TrackingTop 10 Holdings in AB Balance Wealth Strategy Advisor (ABWYX) Fund

Discover what AB Balance Wealth Strategy Advisor Fund (ABWYX) manager is buying

Apr 29, 2016
AB Multi-Manager Alternative Strats Z [7.76%]
United Kingdom (Government Of) 2% [0.74%]
Exxon Mobil Corporation Common [0.73%]
US Treasury Note [0.68%]
Facebook, Inc. [0.62%]
iShares International Dev Rel Est [0.6%]
Royal Dutch Shell PLC Class A [0.6%]
Alphabet Inc. [0.58%]

Feb 28, 2016
AB Multi-Manager Alternative Strats Z [7.91%]
Exxon Mobil Corporation Common [0.69%]
US Treasury Note [0.69%]
Facebook, Inc. [0.62%]
Alphabet Inc. [0.61%]
Apple Inc. [0.6%]
US Treasury TIP [0.6%]

Dec 30, 2015
US Treasury Note [1.02%]
Apple Inc. [0.7%]
Exxon Mobil Corporation Common [0.62%]
Facebook, Inc. [0.61%]
Alphabet Inc. [0.6%]
US Treasury TIP [0.57%]
UnitedHealth Group Incorporated [0.52%]
US Treasury Note 2.125% [0.52%]
Click here for Stock Holding Change Map in AB Balance Wealth Strategy Advisor Fund (ABWYX)

  

Latest News on AB Balance Wealth Strategy Advisor (ABWYX) Fund

See what is happening with AB Balance Wealth Strategy Advisor Fund (ABWYX)

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AB Balance Wealth Strategy Advisor Fund (ABWYX) Related ResourcesSee more information on AB Balance Wealth Strategy Advisor (ABWYX) Fund

Popular pages on AB Balance Wealth Strategy Advisor (ABWYX) Fund

  

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