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AB Tax Managed Balanced Wealth Strat C (AGICX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Tax Managed Balanced Wealth Strat C (AGICX) Fund

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Graph of AB Tax Managed Balanced Wealth Strat C Fund (AGICX) ManagerFund Manager - Christopher H. Nikolich

Fund Manager Information

Fund Manager Tenure: 15.2 years
Similar Funds: AGIAX  AGIBX  AGIYX 
Fund Family: AllianceBernstein
Fund Category: Allocation--30% to 50% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of AB Tax Managed Balanced Wealth Strat C Fund (AGICX) ProfileAB Tax Managed Balanced Wealth Strat C Fund (AGICX) Profile

Fund Profile and Description

AB Tax Managed Balanced Wealth Strat C Fund seeks to achieve the highest total return. AB Tax Managed Balanced Wealth Strat C Fund normally invests in a portfolio of equity and debt securities that is designed as a solution for investors who seek a moderate tilt toward tax-efficient equity returns but also want the risk diversification offered by tax-exempt debt securities and the broad diversification of their equity risk across styles, capitalization ranges and geographic regions. It targets a weighting of 50% equities and 50% tax-exempt debt securities with a goal of providing moderate upside potential without excessive volatility. AB Tax Managed Balanced Wealth Strat C Fund generally will not invest more than 25% of total assets in non-U.S. securities.

 

AB Tax Managed Balanced Wealth Strat C (AGICX) Fund Strength What we like about AB Tax Managed Balanced Wealth Strat C (AGICX) Fund

Data for AB Tax Managed Balanced Wealth Strat C Fund (AGICX) as of May 30, 2016

  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) management has been with AB Tax Managed Balanced Wealth Strat C Fund for 15.2 years
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) ratio of up-years vs down years is greater than 2
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) has an annual stock turnover rate of 29.00% vs Allocation--30% to 50% Equity average of 47.02%. It is good that AB Tax Managed Balanced Wealth Strat C management does not trade extensively for its return.
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.42, lower than category average of 5.82

AB Tax Managed Balanced Wealth Strat C Fund (AGICX) Weakness What we are cautious about AB Tax Managed Balanced Wealth Strat C (AGICX) Fund

Data for AB Tax Managed Balanced Wealth Strat C Fund (AGICX) as of May 30, 2016

  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) has a less-than-ideal short-term performance (1-year return -1.78% vs -1.15% Allocation--30% to 50% Equity category median performance)
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) has a less-than-ideal mid-term performance (3-year return 2.66% vs 3.44% Allocation--30% to 50% Equity category median performance)
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) has a less-than-ideal Long-term performance (5-year return 2.90% vs 4.31% Allocation--30% to 50% Equity category median performance)
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) has a Morningstar rating of 3 and below
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) is less safe compared to its Allocation--30% to 50% Equity peers
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) has a higher expense ratio of 1.88% than its Allocation--30% to 50% Equity average of 0.80%
  • AB Tax Managed Balanced Wealth Strat C Fund (AGICX) carries a 1% load
See AB Tax Managed Balanced Wealth Strat C Fund (AGICX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Tax Managed Balanced Wealth Strat C Fund (AGICX)Compare with other top Allocation--30% to 50% Equity category mutual funds

Aadditional top Allocation--30% to 50% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Tax Managed Balanced Wealth Strat C0.93-1.782.662.90
Hartford Balanced Income I (HBLIX)5.893.656.257.99Compare
American Century Strat Allc: Cnsrv Instl (ACCIX)3.140.124.475.27Compare
Berwyn Income (BERIX)4.250.444.235.21Compare

See top fund managers for Allocation--30% to 50% Equity Category Funds

 

Compare AB Tax Managed Balanced Wealth Strat C Fund (AGICX)Compare with Allocation--30% to 50% Equity category ETFs

Some Allocation--30% to 50% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares CEF Income Composite ETF (PCEF)6.79%0.95%3.50%
iShares Core Conservative Allocation (AOK)000
iShares Core Moderate Allocation (AOM)3.37%-0.12%4.15%

 

Graph of AB Tax Managed Balanced Wealth Strat C Fund (AGICX) Net Asset TrackingAB Tax Managed Balanced Wealth Strat C (AGICX) Fund Net Asset

Track net asset change of AB Tax Managed Balanced Wealth Strat C fund (AGICX)

DateNet Asset
05/2016$140.82M
03/2016$143.09M
02/2016$140.35M
More historic net asset information on AB Tax Managed Balanced Wealth Strat C Fund (AGICX)

  

Graph of AB Tax Managed Balanced Wealth Strat C Fund (AGICX) Portfolio TrackingAB Tax Managed Balanced Wealth Strat C (AGICX) Fund Portfolio Allocation

Track portfolio allocation change of AB Tax Managed Balanced Wealth Strat C fund (AGICX)

DateCashStockBondOther
04/20167.88%41.78%50.11%0.18%
02/20167.44%39.83%52.52%0.13%
12/20157.96%39.91%51.89%0.2%
Click here to see more historic asset allocation information on AB Tax Managed Balanced Wealth Strat C Fund (AGICX)

 

graph of AB Tax Managed Balanced Wealth Strat C Fund (AGICX) Top 10 Position TrackingTop 10 Holdings in AB Tax Managed Balanced Wealth Strat C (AGICX) Fund

Discover what AB Tax Managed Balanced Wealth Strat C Fund (AGICX) manager is buying

Apr 29, 2016
AB Multi-Manager Alternative Strats Z [5.79%]
Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% [3.24%]
Texas A & M Univ Revs Rev Finan 5% [2.1%]
Connecticut St Spl Tax Obl R Spl Tax 5% [2%]
New York N Y City Transitional Subord 5% [1.94%]
Wisconsin St Go Bds 5% [1.88%]
Arizona St Transn Brd Hwy Rev Sub Hwy 5% [1.74%]
Atlanta Ga Arpt Passenger Fac Sub Lie 5% [1.69%]
New Jersey St Tpk Auth 5% [1.59%]
California St Dept Wtr Res Pwr Pwr Su 5% [1.55%]

Feb 28, 2016
AB Multi-Manager Alternative Strats Z [5.76%]
Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% [3.34%]
Connecticut St Go Ref Bd 5% [2.47%]
Texas A & M Univ Revs Rev Finan 5% [2.16%]
Connecticut St Spl Tax Obl R Spl Tax 5% [2.03%]
New York N Y City Transitional Subord 5% [1.97%]
Wisconsin St Go Bds 5% [1.93%]
Arizona St Transn Brd Hwy Rev Sub Hwy 5% [1.79%]
Atlanta Ga Arpt Passenger Fac Sub Lie 5% [1.69%]
California St Dept Wtr Res Pwr Pwr Su 5% [1.59%]

Dec 30, 2015
Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% [3.17%]
Connecticut St Go Ref Bd 5% [2.39%]
Texas A & M Univ Revs Rev Finan 5% [2.08%]
Connecticut St Spl Tax Obl R Spl Tax 5% [1.93%]
New York N Y City Transitional Subord 5% [1.87%]
Wisconsin St Go Bds 5% [1.85%]
Arizona St Transn Brd Hwy Rev Sub Hwy 5% [1.7%]
Atlanta Ga Arpt Passenger Fac Sub Lie 5% [1.61%]
Alabama St Pub Sch & College A Cap Im 5% [1.53%]
California St Dept Wtr Res Pwr Pwr Su 5% [1.52%]
Click here for Stock Holding Change Map in AB Tax Managed Balanced Wealth Strat C Fund (AGICX)

  

Latest News on AB Tax Managed Balanced Wealth Strat C (AGICX) Fund

See what is happening with AB Tax Managed Balanced Wealth Strat C Fund (AGICX)

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AB Tax Managed Balanced Wealth Strat C Fund (AGICX) Related ResourcesSee more information on AB Tax Managed Balanced Wealth Strat C (AGICX) Fund

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