AMTAX : AB All Market Real Return Portfolio Class A

AMTAX is a Allocation Market Total World with HIGH fees.

AMTAX

AB All Market Real Return Portfolio Class A

FI Score

43 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

43% FI Score
  • amtax
  • Mutual Fund
  • Allocation
  • Total World

AB All Market Real Return Portfolio Class A

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to maximize real return over inflation. The managers expect to invest its assets principally in the following instruments that, in the judgment of the Adviser, are affected directly or indirectly by the level and change in rate of inflation: inflation-indexed fixed-income securities, such as TIPS and similar bonds issued by governments outside of the United States; commodities; commodity-related equity securities; real estate equity securities; inflation sensitive equity securities; securities and derivatives linked to the price of other assets; and currencies. It is non-diversified.

Largest Holdings

Amount Holding
8.71% Japan (Government Of) 0.1%
2.34% iShares Global Energy ETF
1.80% Royal Dutch Shell PLC B
1.68% Prologis Inc
1.55% Vanguard Real Estate ETF
1.43% Chevron Corp
1.39% iShares MSCI Global Mtls&Mng Prdcrs ETF
1.35% Vanguard Global ex-US Real Est ETF
1.10% Total SA
1.06% Digital Realty Trust Inc
0.99% Vonovia SE
0.96% Mitsui Fudosan Co Ltd
0.96% Welltower Inc
0.90% BP PLC
0.83% Realty Income Corp
0.79% Alexandria Real Estate Equities Inc
0.78% Exxon Mobil Corp
0.74% Rio Tinto PLC
0.68% Sun Communities Inc
0.67% Boston Properties Inc
0.66% VanEck Vectors Agribusiness ETF
0.65% CK Asset Holdings Ltd
0.65% Brixmor Property Group Inc
0.65% Times China Holdings Ltd
0.64% CIFI Holdings (Group) Co Ltd

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