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AB Large Cap Value I (ABVIX)

16.06
+1.08
+(7.21%)
At close: 8:00:03 PM EDT
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  • Previous Close 14.98
  • YTD Return 1.02%
  • Expense Ratio 0.65%
  • Category Large Value
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 425.16M
  • Beta (5Y Monthly) 0.94
  • Yield 1.24%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.23
  • Inception Date Mar 29, 2001

The fund invests in a diversified portfolio of equity securities of large capitalization companies that the Adviser believes are undervalued. The fund invests in companies that are determined by the Adviser to be undervalued using the fundamental value approach of the Adviser. Under normal circumstances, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in equity securities of large capitalization companies.

AllianceBernstein

Fund Family

Large Value

Fund Category

425.16M

Net Assets

2001-03-29

Inception Date

Performance Overview: ABVIX

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Trailing returns as of 4/7/2025. Category is Large Value.

YTD Return

ABVIX
1.02%
Category
4.44%
 

1-Year Return

ABVIX
5.32%
Category
14.37%
 

3-Year Return

ABVIX
9.25%
Category
6.04%
 

5-Year Return

ABVIX
18.38%
Category
9.20%
 

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Holdings: ABVIX

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Sector Weightings

SectorABVIX
Healthcare   16.33%
Industrials   14.28%
Technology   10.85%
Energy   7.07%
Utilities   4.45%
Real Estate   3.70%

Recent News: ABVIX

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Research Reports: ABVIX

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