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AB Municipal Bond Inflation Strategy C (AUNCX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Municipal Bond Inflation Strategy C (AUNCX) Fund

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Graph of AB Municipal Bond Inflation Strategy C Fund (AUNCX) ManagerFund Manager - Matthew J Norton

Fund Manager Information

Fund Manager Tenure: 3.2 years
Similar Funds: AUNAX  AUNOX  AUNTX  AUNYX 
Fund Family: AllianceBernstein
Fund Category: Muni National Short
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of AB Municipal Bond Inflation Strategy C Fund (AUNCX) ProfileAB Municipal Bond Inflation Strategy C Fund (AUNCX) Profile

Fund Profile and Description

AB Municipal Bond Inflation Strategy C Fund seeks to maximize real after-tax return for investors subject to federal income taxes, without undue risk to principal. AB Municipal Bond Inflation Strategy C Fund invests principally in high-quality, predominantly investment grade, municipal securities, that pay interest exempt from federal taxation. It invests at least 80% of total assets in fixed-income securities. AB Municipal Bond Inflation Strategy C Fund may invest up to 20% of total assets in fixed-income securities rated BB or B or the equivalent, which are not investment grade ("junk bonds").

 

AB Municipal Bond Inflation Strategy C (AUNCX) Fund Strength What we like about AB Municipal Bond Inflation Strategy C (AUNCX) Fund

Data for AB Municipal Bond Inflation Strategy C Fund (AUNCX) as of May 30, 2016

  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) management has been with AB Municipal Bond Inflation Strategy C Fund for 3.2 years
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) has good short-term performance (1-year return 1.80% vs 1.39% Muni National Short category median performance)
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) ratio of up-years vs down years is greater than 2
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) has an annual stock turnover rate of 17.00% vs Muni National Short average of 25.33%. It is good that AB Municipal Bond Inflation Strategy C management does not trade extensively for its return.

AB Municipal Bond Inflation Strategy C Fund (AUNCX) Weakness What we are cautious about AB Municipal Bond Inflation Strategy C (AUNCX) Fund

Data for AB Municipal Bond Inflation Strategy C Fund (AUNCX) as of May 30, 2016

  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) has a less-than-ideal mid-term performance (3-year return -0.41% vs 0.80% Muni National Short category median performance)
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) has a less-than-ideal Long-term performance (5-year return 0.65% vs 1.38% Muni National Short category median performance)
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) has a Morningstar rating of 3 and below
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) does not have a good risk adjusted return as its 3-year Alpha of -3.04 is worse than category average of -0.36, and its 3-year Sharpe ratio is -0.15
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) is more volatile than its peers as it has a 3-year Standard Deviation of 2.88 that is higher than category average of 1.26
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) has a higher expense ratio of 1.50% than its Muni National Short average of 0.71%
  • AB Municipal Bond Inflation Strategy C Fund (AUNCX) carries a 1% load
  • Asset base in AB Municipal Bond Inflation Strategy C Fund (AUNCX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See AB Municipal Bond Inflation Strategy C Fund (AUNCX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Municipal Bond Inflation Strategy C Fund (AUNCX)Compare with other top Muni National Short category mutual funds

Aadditional top Muni National Short mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Municipal Bond Inflation Strategy C0.991.80-0.410.65
Wells Fargo Advantage Strat Muni Bd Adm (VMPYX)1.413.242.513.08Compare

See top fund managers for Muni National Short Category Funds

 

Compare AB Municipal Bond Inflation Strategy C Fund (AUNCX)Compare with Muni National Short category ETFs

Some Muni National Short ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Short Municipal ETF (SMB)1.00%2.60%1.17%
Market Vectors Pre-Refunded Muni ETF (PRB)0.80%2.12%0.37%
PIMCO Short Term Municipal Bond Actv ETF (SMMU)0.82%1.71%0.80%
iShares ST National AMTFree Muni Bnd (SUB)000
SPDR Nuveen Barclays ST Muni Bd ETF (SHM)000

 

Graph of AB Municipal Bond Inflation Strategy C Fund (AUNCX) Net Asset TrackingAB Municipal Bond Inflation Strategy C (AUNCX) Fund Net Asset

Track net asset change of AB Municipal Bond Inflation Strategy C fund (AUNCX)

DateNet Asset
05/2016$717.66M
03/2016$737.62M
02/2016$751.00M
More historic net asset information on AB Municipal Bond Inflation Strategy C Fund (AUNCX)

  

Graph of AB Municipal Bond Inflation Strategy C Fund (AUNCX) Portfolio TrackingAB Municipal Bond Inflation Strategy C (AUNCX) Fund Portfolio Allocation

Track portfolio allocation change of AB Municipal Bond Inflation Strategy C fund (AUNCX)

DateCashStockBondOther
04/20166.22%0%93.78%0%
02/20167.43%0%92.02%0.55%
12/20154.46%0%95.54%0%
Click here to see more historic asset allocation information on AB Municipal Bond Inflation Strategy C Fund (AUNCX)

 

graph of AB Municipal Bond Inflation Strategy C Fund (AUNCX) Top 10 Position TrackingTop 10 Holdings in AB Municipal Bond Inflation Strategy C (AUNCX) Fund

Discover what AB Municipal Bond Inflation Strategy C Fund (AUNCX) manager is buying

Apr 29, 2016
New York St Twy Auth 5% [2.6%]
New York St Dorm Auth 5% [2.31%]
Florida St Brd Ed Pub Ed Cap Outla 5% [2.22%]
Washington St For Issues Dtd P Motor 5% [2.16%]
Michigan Fin Auth 5% [1.66%]
Denver Colo City & Cnty Arpt R Rev Bd 5% [1.56%]
Maryland St Go Bds 5% [1.53%]
Seattle Wash Ltd Tax G 5% [1.42%]
New Jersey St Transn Tr Fd Aut Trans 5% [1.41%]

Feb 28, 2016
New York St Twy Auth 5% [2.51%]
US Treasury Note 1.625% [2.39%]
New York St Dorm Auth 5% [2.23%]
Florida St Brd Ed Pub Ed Cap Outla 5% [2.15%]
Washington St For Issues Dtd P Motor 5% [2.04%]
Michigan Fin Auth 5% [1.57%]
Denver Colo City & Cnty Arpt R Rev Bd 5% [1.5%]
Maryland St Go Bds 5% [1.48%]
Seattle Wash Ltd Tax G 5% [1.37%]

Dec 30, 2015
New York St Twy Auth 5% [2.47%]
New York St Dorm Auth 5% [2.17%]
Florida St Brd Ed Pub Ed Cap Outla 5% [2.14%]
Washington St For Issues Dtd P Motor 5% [2.01%]
Michigan Fin Auth 5% [1.56%]
Texas St Pub Fin Auth 5% [1.49%]
Denver Colo City & Cnty Arpt R Rev Bd 5% [1.48%]
Maryland St Go Bds 5% [1.46%]
Seattle Wash Ltd Tax G 5% [1.35%]
Click here for Stock Holding Change Map in AB Municipal Bond Inflation Strategy C Fund (AUNCX)

  

Latest News on AB Municipal Bond Inflation Strategy C (AUNCX) Fund

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AB Municipal Bond Inflation Strategy C Fund (AUNCX) Related ResourcesSee more information on AB Municipal Bond Inflation Strategy C (AUNCX) Fund

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