Ab Small is trading at 73.27 as of the 21st of September 2024; that is 2.59 percent increase since the beginning of the trading day. The fund's open price was 71.42. Ab Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Ab Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of August 2024 and ending today, the 21st of September 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of equities with relatively smaller capitalizations as compared to the overall U.S. market. It invests at least 80 percent of its net assets in equities of smaller companies. For these purposes, smaller companies are those that, at the time of investment, fall within the lowest 20 percent of the total U.S. More on Ab Small Cap
Ab Small Cap [QUAIX] is traded in USA and was established 21st of September 2024. Ab Small is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Small Growth category and is part of AllianceBernstein family. The entity is thematically classified as Small Growth Funds. This fund at this time has accumulated 1.9 B in assets with no minimum investment requirementsAb Small Cap is currently producing year-to-date (YTD) return of 14.61%, while the total return for the last 3 years was -6.82%.
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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 QUAIX 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 QUAIX 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 Small Cap 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.
Other Information on Investing in QUAIX Mutual Fund
Ab Small financial ratios help investors to determine whether QUAIX 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 QUAIX with respect to the benefits of owning Ab Small security.