Nasdaq - Delayed Quote USD

AB Large Cap Value Z (ABVZX)

16.62
+0.02
+(0.12%)
At close: 8:00:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.31%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (May 7, 2025) --
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ABVZX
Category
YTD
-3.49%
4.44%
1-Month
-4.56%
-4.04%
3-Month
-8.52%
4.09%
1-Year
5.10%
14.37%
3-Year
9.56%
6.04%
5-Year
14.71%
9.20%
10-Year
6.69%
8.57%
Last Bull Market
18.15%
22.97%
Last Bear Market
-11.38%
-11.27%

Annual Total Return (%) History

Year
ABVZX
Category
2025
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.12% -- -- --

Rank in Category (By Total Return)

YTD 79
1-Month 90
3-Month 92
1-Year 77
3-Year 19
5-Year 26

Load Adjusted Returns

1-Year 5.10%
3-Year 9.56%
5-Year 14.71%
10-Year 6.69%

Performance & Risk

YTD Return -2.31%
5y Average Return 0.00%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family AllianceBernstein
Net Assets 403.45M
YTD Return -3.49%
Yield --
Morningstar Rating
Inception Date Oct 01, 2024

Fund Summary

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.

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