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AB Global Risk Allocation C (CBACX)

15.04 +0.02 (+0.13%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 15.02
  • YTD Return -0.89%
  • Expense Ratio 2.18%
  • Category Tactical Allocation
  • Last Cap Gain -10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 173.63M
  • Beta (5Y Monthly) 0.85
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.92
  • Inception Date Nov 3, 2003

The fund invests dynamically in a number of global asset classes, including equity/credit, fixed-income, and inflation-sensitive instruments. Equity securities will comprise no more than 75% of the fund's investments. The fund may invest in fixed-income securities with a range of maturities from short- to long-term. It may invest up to 20% of its assets in high-yield securities.

AllianceBernstein

Fund Family

Tactical Allocation

Fund Category

173.63M

Net Assets

2003-11-03

Inception Date

Performance Overview: CBACX

Trailing returns as of 5/17/2024. Category is Tactical Allocation.

YTD Return

CBACX
0.89%
Category
9.69%
 

1-Year Return

CBACX
1.24%
Category
27.45%
 

3-Year Return

CBACX
1.16%
Category
8.85%
 

5-Year Return

CBACX
3.52%
Category
8.56%
 

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Holdings: CBACX

Top 4 Holdings (26.58% of Total Assets)

SymbolCompany% Assets
VOO
Vanguard S&P 500 ETF 12.60%
MYMXX
AB Fixed-Income Shares, Inc. - AB Government Money Market Portfolio 11.35%
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF 1.39%
EMXC
iShares MSCI Emerging Markets ex China ETF 1.24%

Sector Weightings

SectorCBACX
Technology   20.71%
Healthcare   11.98%
Industrials   10.06%
Energy   5.18%
Utilities   4.84%
Real Estate   2.19%

Recent News: CBACX

Research Reports: CBACX

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