Ab Sustainable Thematic Fund Quote
| SUTAX Fund | USD 20.51 0.08 0.39% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Ab Sustainable is trading at 20.51 as of the 1st of December 2024; that is 0.39 percent up since the beginning of the trading day. The fund's open price was 20.43. Ab Sustainable has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ab Sustainable Thematic are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. companies that satisfy the funds sustainable thematic criteria. The Adviser employs a combination of top-down and bottom-up investment processes with the goal of identifying, based on its internal research and analysis, the most attractive securities of U.S. More on Ab Sustainable Thematic
Moving together with SUTAX Mutual Fund
SUTAX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Growth Funds, Large Growth, AllianceBernstein (View all Sectors) |
| Update Date | 30th of September 2024 |
Ab Sustainable Thematic [SUTAX] is traded in USA and was established 1st of December 2024. Ab Sustainable is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Large Growth category and is part of AllianceBernstein family. Ab Sustainable Thematic at this time has accumulated 143.79 M in assets with minimum initial investment of 2.5 K. with the current yeild of 0.0%.
Check Ab Sustainable Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SUTAX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SUTAX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ab Sustainable Thematic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ab Sustainable Thematic Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| DHR | Danaher | Stock | Health Care | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| LITE | Lumentum Holdings | Stock | Information Technology | |
| MSCI | MSCI Inc | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MSI | Motorola Solutions | Stock | Information Technology |
Ab Sustainable Thematic Risk Profiles
| Mean Deviation | 0.5937 | |||
| Semi Deviation | 0.8923 | |||
| Standard Deviation | 0.7895 | |||
| Variance | 0.6234 |
Ab Sustainable Against Markets
Other Information on Investing in SUTAX Mutual Fund
Ab Sustainable financial ratios help investors to determine whether SUTAX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SUTAX with respect to the benefits of owning Ab Sustainable security.
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