AAZYX Mutual Fund

AAZYX Mutual Fund

NAV$9.86
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Fund Essentials

Net Assets
$5M
Expense Ratio
0.53%
Dividend Yield (Current)
3.10%
Holdings
77
Inception Date
Mar 24, 2021
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-2.12%
1 Year+1.93%
3 Year+1.74%

Asset Allocation

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

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Dividend Yield (Current)
3.10%
Frequency
Monthly

Peer Comparison

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

AAZYX Mutual Fund Overview

AAZYX Mutual Fund (AB Arizona Portfolio Class Advisor) is managed by AllianceBernstein L.P. with $4.9M in net assets. AAZYX expense ratio is 0.53%, holding 77 positions across various sectors. Inception date: 2021-03-24.

AAZYX performance shows a YTD return of -2.12%. The 1-year return is 1.93%. AAZYX dividend yield stands at 3.10%, paid monthly.

AAZYX top holdings include a diversified portfolio. Go to all AAZYX holdings, AAZYX sectors, or AAZYX dividends.

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