Ab Tax Managed Wealth Fund Quote

ATWAX Fund  USD 26.04  0.06  0.23%   

Performance

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Odds Of Distress

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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

Moving together with ATWAX Mutual Fund

  0.87FCWGX American Funds CapitalPairCorr
  0.87FWCGX American Funds CapitalPairCorr
  0.96CWGIX Capital World GrowthPairCorr
  0.87CWGFX Capital World GrowthPairCorr
  0.87CWGCX Capital World GrowthPairCorr
  0.8RWIFX Capital World GrowthPairCorr

ATWAX Mutual Fund Highlights

Fund ConcentrationWorld Large-Stock Blend, AllianceBernstein, Large Blend, World Large-Stock Blend (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date30th of December 2022
Fiscal Year EndAugust
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%.
Check Ab Tax-managed Probability Of Bankruptcy

Instrument Allocation

Top Ab Tax Managed Wealth Mutual Fund Constituents

ORCLOracleStockInformation Technology
MAAMid America Apartment CommunitiesStockReal Estate
AEPAmerican Electric PowerStockUtilities
CMCSAComcast CorpStockCommunication Services
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
STLAStellantis NVStockConsumer Discretionary
ROGRogersStockInformation Technology
More Details

Ab Tax Managed Risk Profiles

Ab Tax-managed Against Markets

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.
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