Ab Growth Fund Quote
| AGRFX Fund | USD 91.75 4.89 5.06% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ab Growth is trading at 91.75 as of the 6th of April 2025; that is 5.06% down since the beginning of the trading day. The fund's open price was 96.64. Ab Growth has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of April 2023 and ending today, the 6th of April 2025. Click here to learn more.
The fund invests primarily in a domestic equity securities of companies selected by the funds Adviser for their growth potential with in various market sectors. When selecting securities, the Adviser looks for companies that have experienced management teams, strong market positions, and the potential to deliver greater-than-expected earnings growth rates. More on Ab Growth Fund
Moving against AGRFX Mutual Fund
AGRFX Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Growth Funds, Large Growth, AllianceBernstein (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | July |
Ab Growth Fund [AGRFX] is traded in USA and was established 6th of April 2025. Ab Growth 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. This fund presently has accumulated 1.23 B in assets under management (AUM) with no minimum investment requirementsAb Growth Fund is currently producing year-to-date (YTD) return of 5.64%, while the total return for the last 3 years was 9.59%.
Check Ab Growth 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 AGRFX 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 AGRFX 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 Growth Fund 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 Growth Fund Mutual Fund Constituents
| EW | Edwards Lifesciences Corp | Stock | Health Care | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| BIIB | Biogen Inc | Stock | Health Care | |
| SHW | Sherwin Williams Co | Stock | Materials | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care |
Ab Growth Fund Risk Profiles
| Mean Deviation | 1.25 | |||
| Standard Deviation | 1.63 | |||
| Variance | 2.66 | |||
| Risk Adjusted Performance | (0.20) |
Ab Growth Against Markets
Other Information on Investing in AGRFX Mutual Fund
Ab Growth financial ratios help investors to determine whether AGRFX 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 AGRFX with respect to the benefits of owning Ab Growth security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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