ABPAX : AB Conservative Wealth Strategy Class A

ABPAX is a Allocation Market All-In-One with HIGH fees.

ABPAX

AB Conservative Wealth Strategy Class A

FI Score

27 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

27% FI Score
  • abpax
  • Mutual Fund
  • Allocation
  • All-In-One

AB Conservative Wealth Strategy Class A

Expenses: 1.05% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to achieve a high total return without, in the opinion of the Adviser, undue risk to principal. The Adviser allocates the fund's investments among a number of asset classes, including fixed-income securities, equity securities, and alternative asset classes and alternative investment strategies. The fund seeks to have generally greater exposure to fixed-income securities than equity securities or alternative asset classes and alternative investment strategies.

Largest Holdings

Amount Holding
1.93% Microsoft Corp
1.19% Japan (Government Of) 0.1%
1.16% Alphabet Inc Class C
1.03% Mastercard Inc A
1.02% International Flavors & Fragrances Inc
0.99% United States Treasury Notes 0.12%
0.92% IQVIA Holdings Inc
0.91% Facebook Inc A
0.77% Abbott Laboratories
0.75% Automatic Data Processing Inc
0.67% Italy (Republic Of) 1.85%
0.62% Federal National Mortgage Association 4.5%
0.62% Spain (Kingdom of) 1.95%
0.60% Anthem Inc
0.59% Charles Schwab Corp
0.59% Zoetis Inc Class A
0.59% Amphenol Corp Class A
0.57% Stericycle Inc
0.55% Verisk Analytics Inc
0.53% Japan (Government Of) 0.1%
0.52% TJX Companies Inc
0.51% Roche Holding AG Dividend Right Cert.
0.50% Federal National Mortgage Association 2.5%
0.49% Japan (Government Of) 0.1%
0.48% Japan (Government Of) 0.1%

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