AAZAX Mutual Fund

AAZAX Mutual Fund

NAV$9.86
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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%
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Dividend Summary

View Details →
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

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. Go to all AAZAX holdings, AAZAX sectors, or AAZAX dividends.

AAZAX can be compared against other funds. Use AAZAX overlap to find shared positions, or AAZAX vs another fund for a side-by-side view. AAZAX alternatives are available via the screener, along with tax-loss harvesting opportunities.