AGIAX Mutual Fund Quote


USD 11.06  0.10  0.90%   

Market Performance
4 of 100
Odds Of Distress
Less than 27
Ab Portfolios is trading at 11.06 as of the 19th of August 2022; that is -0.9 percent decrease since the beginning of the trading day. The fund's open price was 11.16. Ab Portfolios has about a 27 % 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 The Ab Portfolios are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of August 2020 and ending today, the 19th of August 2022. Click here to learn more.
The investment seeks current income with consideration of capital appreciation. Ab Portfolios is traded on NASDAQ Exchange in the United States. More on The Ab Portfolios

Moving together with Ab Portfolios

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0.91VFIAXVanguard 500 Index Low VolatilityPairCorr
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Ab Portfolios Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Ab Portfolios' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ab Portfolios or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
On 22nd of July 2022 Ab Portfolios paid $ 0.0201 per share dividend to its current shareholders
Latest headline from Marco van Basten claims Johan Cruyff would be ashamed of Barcelona - 90min UK
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Ab Portfolios' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedUndervalued
Startdate30th of August 2013
The Ab Portfolios [AGIAX] is traded in USA and was established 19th of August 2022. The fund is listed under Allocation--30% to 50% Equity category and is part of AllianceBernstein family. Ab Portfolios presently has accumulated 104.51 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 0.31%.
Check Ab Portfolios 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 AGIAX 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 AGIAX 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 The Ab Portfolios 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 The Ab Portfolios Constituents

Ab Portfolios Target Price Odds Analysis

What are Ab Portfolios' target price odds to finish over the current price? Based on a normal probability distribution, the odds of Ab Portfolios jumping above the current price in 90 days from now is about 26.79%. The The Ab Portfolios probability density function shows the probability of Ab Portfolios mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Ab Portfolios has a beta of 0.0611. This suggests as returns on the market go up, Ab Portfolios average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The Ab Portfolios will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0302, implying that it can generate a 0.0302 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 11.06HorizonTargetOdds Above 11.06
72.74%90 days
Based on a normal probability distribution, the odds of Ab Portfolios to move above the current price in 90 days from now is about 26.79 (This The Ab Portfolios probability density function shows the probability of AGIAX Mutual Fund to fall within a particular range of prices over 90 days) .

Ab Portfolios Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ab Portfolios market risk premium is the additional return an investor will receive from holding Ab Portfolios long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ab Portfolios. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ab Portfolios' alpha and beta are two of the key measurements used to evaluate Ab Portfolios' performance over the market, the standard measures of volatility play an important role as well.

Ab Portfolios Against Markets

Picking the right benchmark for Ab Portfolios mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ab Portfolios mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ab Portfolios is critical whether you are bullish or bearish towards The Ab Portfolios at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Ab Portfolios without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in The Ab Portfolios?

You need to understand the risk of investing before taking a position in Ab Portfolios. The danger of trading The Ab Portfolios is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ab Portfolios is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ab Portfolios. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ab Portfolios is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please continue to Trending Equities. Note that the Ab Portfolios information on this page should be used as a complementary analysis to other Ab Portfolios' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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When running Ab Portfolios price analysis, check to measure Ab Portfolios' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ab Portfolios is operating at the current time. Most of Ab Portfolios' value examination focuses on studying past and present price action to predict the probability of Ab Portfolios' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Ab Portfolios' price. Additionally, you may evaluate how the addition of Ab Portfolios to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Ab Portfolios' value and its price as these two are different measures arrived at by different means. Investors typically determine Ab Portfolios value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ab Portfolios' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.