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AB Global Real Estate Investment I (AEEIX) Fund Ranking and Research
Ranking, Research and Recommendation of AB Global Real Estate Investment I (AEEIX) Fund
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Fund Manager - Eric J. Franco
Fund Manager Information
Fund Manager Tenure: 7.0 yearsFund Family: AllianceBernstein
Fund Category: Global Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68) (What does this score mean?)
Mr. Franco joined AllianceBernstein as a senior portfolio manager for international and global value equities in 1998. His efforts focus on the firm's quantitative and risk-control strategies within value equities. Mr. Franco also works extensively with the firm's international and global value clients, primarily in North America. Prior to joining Bernstein, he was an Actuary in the consulting practice at Kwasha Lipton for 16 years, working with large multinationals on the design and funding of their pension and other employee benefits plans. Mr. Franco earned a BA in Economics from Georgetown University and is a CFA Charterholder. Location: New York. Get more insights on Eric J. Franco
AB Global Real Estate Investment I Fund (AEEIX) Profile
Fund Profile and Description
AB Global Real Estate Investment I Fund seeks total return from long-term growth of capital and income. AB Global Real Estate Investment I Fund invests at least 80% of net assets in the equity securities of real estate investment trusts or REITs and other real estate industry companies, such as real estate operating companies or REOCs. It normally invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies.
What we like about AB Global Real Estate Investment I (AEEIX) Fund
Data for AB Global Real Estate Investment I Fund (AEEIX) as of May 30, 2016
- AB Global Real Estate Investment I Fund (AEEIX) management has been with AB Global Real Estate Investment I Fund for 7.0 years
- AB Global Real Estate Investment I Fund (AEEIX) has good short-term performance (1-year return 2.31% vs 0.79% Global Real Estate category median performance)
- AB Global Real Estate Investment I Fund (AEEIX) has good mid-term performance (3-year return 5.79% vs 5.24% Global Real Estate category median performance)
- AB Global Real Estate Investment I Fund (AEEIX) has good Long-term performance (5-year return 6.64% vs 5.67% Global Real Estate category median performance)
- AB Global Real Estate Investment I Fund (AEEIX) ratio of up-years vs down years is greater than 2
- AB Global Real Estate Investment I Fund (AEEIX) has a Morningstar rating of 4 and above
- Asset base in AB Global Real Estate Investment I Fund (AEEIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- AB Global Real Estate Investment I Fund (AEEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.43, lower than category average of 12.98
- AB Global Real Estate Investment I Fund (AEEIX) has a lower expense ratio than its Global Real Estate average: 0.99% vs 1.38%
- AB Global Real Estate Investment I Fund (AEEIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about AB Global Real Estate Investment I (AEEIX) Fund
Data for AB Global Real Estate Investment I Fund (AEEIX) as of May 30, 2016
- AB Global Real Estate Investment I Fund (AEEIX) has an annual stock turnover rate of 73.00% that is higher than the Global Real Estate average of 59.11%. This could mean AB Global Real Estate Investment I is more nimble, but also signal potential high tax impact and high trading fees
What do you think?
Compare with other top Global Real Estate category mutual funds
Aadditional top Global Real Estate mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
AB Global Real Estate Investment I | 4.44 | 2.31 | 5.79 | 6.64 | |
MFS Global Real Estate R5 (MGLRX) | 7.34 | 7.24 | 7.85 | 7.73 | Compare |
Oppenheimer Global Real Estate Y (OGRYX) | 3.60 | 2.71 | 6.96 | 0 | Compare |
Third Avenue Real Estate Value Instl (TAREX) | 2.65 | -4.82 | 6.79 | 7.83 | Compare |
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AB Global Real Estate Investment I (AEEIX) Fund Net Asset
Track net asset change of AB Global Real Estate Investment I fund (AEEIX)
Date | Net Asset |
05/2016 | $165.84M |
03/2016 | $165.77M |
02/2016 | $142.18M |
AB Global Real Estate Investment I (AEEIX) Fund Portfolio Allocation
Track portfolio allocation change of AB Global Real Estate Investment I fund (AEEIX)
Date | Cash | Stock | Bond | Other |
04/2016 | 1.63% | 95.69% | 0% | 2.69% |
02/2016 | 0.66% | 96.92% | 0% | 2.42% |
12/2015 | 0.6% | 96.65% | 0% | 2.76% |
Top 10 Holdings in AB Global Real Estate Investment I (AEEIX) Fund
Discover what AB Global Real Estate Investment I Fund (AEEIX) manager is buying
Click here for Stock Holding Change Map in AB Global Real Estate Investment I Fund (AEEIX)
Latest News on AB Global Real Estate Investment I (AEEIX) Fund
See what is happening with AB Global Real Estate Investment I Fund (AEEIX)
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Popular pages on AB Global Real Estate Investment I (AEEIX) Fund
- AB Global Real Estate Investment I (AEEIX) Fund Research and Recommendation
- AB Global Real Estate Investment I (AEEIX) Fund Performance Data
- AB Global Real Estate Investment I (AEEIX) Fund Manager Information
- Historic AB Global Real Estate Investment I (AEEIX) Fund Asset Allocation Report
- Historic AB Global Real Estate Investment I (AEEIX) Fund Top 10 Holding Tracking
- Historic AB Global Real Estate Investment I (AEEIX) Fund Asset Under Management Tracking