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AB Discovery Value Advisor (ABYSX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Discovery Value Advisor (ABYSX) Fund

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

 

Graph of AB Discovery Value Advisor Fund (ABYSX) ManagerFund Manager - James MacGregor

Fund Manager Information

Fund Manager Tenure: 14.7 years
Similar Funds: ABASX  ABBSX  ABCSX 
Fund Family: AllianceBernstein
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of AB Discovery Value Advisor Fund (ABYSX) ProfileAB Discovery Value Advisor Fund (ABYSX) Profile

Fund Profile and Description

AB Discovery Value Advisor Fund seeks long-term growth of capital. AB Discovery Value Advisor Fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies, generally representing 60 to 125 companies. It normally invests at least 80% of net assets in securities of small- to mid-capitalization companies, which, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500(TM) Value Index and the greater of $5 billion or the market capitalization of the largest company in the Russell 2500(TM) Value Index.

 

AB Discovery Value Advisor (ABYSX) Fund Strength What we like about AB Discovery Value Advisor (ABYSX) Fund

Data for AB Discovery Value Advisor Fund (ABYSX) as of May 30, 2016

  • AB Discovery Value Advisor Fund (ABYSX) management has been with AB Discovery Value Advisor Fund for 14.7 years
  • AB Discovery Value Advisor Fund (ABYSX) has good short-term performance (1-year return -2.61% vs -3.20% Mid-Cap Value category median performance)
  • AB Discovery Value Advisor Fund (ABYSX) has good mid-term performance (3-year return 8.26% vs 8.20% Mid-Cap Value category median performance)
  • AB Discovery Value Advisor Fund (ABYSX) has good Long-term performance (5-year return 9.21% vs 8.87% Mid-Cap Value category median performance)
  • AB Discovery Value Advisor Fund (ABYSX) ratio of up-years vs down years is greater than 2
  • Asset base in AB Discovery Value Advisor Fund (ABYSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AB Discovery Value Advisor Fund (ABYSX) has an annual stock turnover rate of 47.00% vs Mid-Cap Value average of 53.63%. It is good that AB Discovery Value Advisor management does not trade extensively for its return.
  • AB Discovery Value Advisor Fund (ABYSX) has a lower expense ratio than its Mid-Cap Value average: 0.90% vs 1.18%
  • AB Discovery Value Advisor Fund (ABYSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AB Discovery Value Advisor Fund (ABYSX) Weakness What we are cautious about AB Discovery Value Advisor (ABYSX) Fund

Data for AB Discovery Value Advisor Fund (ABYSX) as of May 30, 2016

  • AB Discovery Value Advisor Fund (ABYSX) has a Morningstar rating of 3 and below
  • AB Discovery Value Advisor Fund (ABYSX) is less safe compared to its Mid-Cap Value peers
  • AB Discovery Value Advisor Fund (ABYSX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.09 that is higher than category average of 12.6
See AB Discovery Value Advisor Fund (ABYSX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Discovery Value Advisor Fund (ABYSX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Discovery Value Advisor6.83-2.618.269.21
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare AB Discovery Value Advisor Fund (ABYSX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of AB Discovery Value Advisor Fund (ABYSX) Net Asset TrackingAB Discovery Value Advisor (ABYSX) Fund Net Asset

Track net asset change of AB Discovery Value Advisor fund (ABYSX)

DateNet Asset
05/2016$2.41B
03/2016$2.37B
02/2016$2.19B
More historic net asset information on AB Discovery Value Advisor Fund (ABYSX)

  

Graph of AB Discovery Value Advisor Fund (ABYSX) Portfolio TrackingAB Discovery Value Advisor (ABYSX) Fund Portfolio Allocation

Track portfolio allocation change of AB Discovery Value Advisor fund (ABYSX)

DateCashStockBondOther
04/20161.89%96.53%0%1.58%
02/20163.86%94.57%0%1.57%
12/20152.25%96.21%0%1.54%
Click here to see more historic asset allocation information on AB Discovery Value Advisor Fund (ABYSX)

 

graph of AB Discovery Value Advisor Fund (ABYSX) Top 10 Position TrackingTop 10 Holdings in AB Discovery Value Advisor (ABYSX) Fund

Discover what AB Discovery Value Advisor Fund (ABYSX) manager is buying

Apr 29, 2016
QEP Resources, Inc. Common Stoc [1.86%]
NCR Corporation Common Stock [1.6%]
AECOM Common Stock [1.58%]
Gramercy Ppty Tr [1.58%]
Oshkosh Corporation (Holding Co [1.57%]
Westar Energy, Inc. Common Stoc [1.56%]
Huntington Bancshares Incorpora [1.52%]
Ingredion Incorporated Common S [1.48%]

Feb 28, 2016
Gramercy Ppty Tr [1.57%]
Validus Holdings, Ltd. Common S [1.55%]
NCR Corporation Common Stock [1.55%]
Southwest Gas Corporation Commo [1.52%]
PNM Resources, Inc. (Holding Co [1.48%]
First American Corporation (New [1.48%]
Ingredion Incorporated Common S [1.47%]
AECOM Common Stock [1.45%]

Dec 30, 2015
Fairchild Semiconductor Interna [1.67%]
StanCorp Financial Group, Inc. [1.6%]
Huntington Bancshares Incorpora [1.56%]
Ingredion Incorporated Common S [1.56%]
Granite Construction Incorporat [1.55%]
PNM Resources, Inc. (Holding Co [1.55%]
Aspen Insurance Holdings Limite [1.54%]
Gramercy Ppty Tr [1.54%]
Validus Holdings, Ltd. Common S [1.53%]
AECOM Common Stock [1.51%]
Click here for Stock Holding Change Map in AB Discovery Value Advisor Fund (ABYSX)

  

Latest News on AB Discovery Value Advisor (ABYSX) Fund

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AB Discovery Value Advisor Fund (ABYSX) Related ResourcesSee more information on AB Discovery Value Advisor (ABYSX) Fund

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