Ab Tax-managed is trading at 26.04 as of the 3rd of October 2025; that is 0.23% up since the beginning of the trading day. The fund's open price was 25.98. Ab Tax-managed has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 5th of July 2025 and ending today, the 3rd of October 2025. Click here to learn more.
The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser . Ab Portfolios is traded on NASDAQ Exchange in the United States. More on Ab Tax Managed Wealth
Ab Tax Managed Wealth [ATWAX] is traded in USA and was established 3rd of October 2025. The fund is listed under World Large-Stock Blend category and is part of AllianceBernstein family. This fund presently has accumulated 734.67 M in assets under management (AUM) with no minimum investment requirementsAb Tax Managed is currently producing year-to-date (YTD) return of 13.08% with the current yeild of 0.01%, while the total return for the last 3 years was 15.67%.
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Instrument Allocation
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Other Information on Investing in ATWAX Mutual Fund
Ab Tax-managed financial ratios help investors to determine whether ATWAX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ATWAX with respect to the benefits of owning Ab Tax-managed security.