AAZAX Mutual Fund

NAV$9.86

Fund Essentials

Net Assets
$23M
Expense Ratio
0.78%
Dividend Yield (Current)
2.84%
Holdings
77
Inception Date
Jun 1, 1994
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-2.30%
1 Year+1.56%
3 Year+1.45%
5 Year+1.26%
10 Year+1.71%

Asset Allocation

Stocks: 0.02%
Bonds: 90.02%
Cash: 9.65%
Other: 0.31%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.84%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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AAZAX Mutual Fund Overview

AAZAX Mutual Fund (AB Arizona Portfolio Class A) is managed by AllianceBernstein L.P. with $23.4M in net assets. AAZAX expense ratio is 0.78%, holding 77 positions across various sectors. Inception date: 1994-06-01.

AAZAX performance shows a YTD return of -2.30%. The 1-year return is 1.56% and the 5-year return is 1.26%. AAZAX dividend yield stands at 2.84%, paid monthly.

AAZAX top holdings include a diversified portfolio. View all AAZAX holdings, sector breakdown, or dividend history.

AAZAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AAZAX alternatives are available via the screener, along with tax-loss harvesting opportunities.