ABVIX Mutual Fund

ABVIX Mutual Fund

NAV$22.07
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Fund Essentials - as of Feb 28, 2026

Net Assets
$2M
Expense Ratio
0.65%
Dividend Yield (Current)
8.24%
Holdings
62
Inception Date
Mar 1, 2005
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+21.47%
1 Year+34.52%
3 Year+19.01%
5 Year+13.77%
10 Year+11.40%

Asset Allocation

Stocks: 99.96%
Other: 0.04%
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Top Holdings

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TickerNameWeight
GOOGAlphabet Inc. C3.59%
XOMExxon Mobil Corp.3.36%
WMTWalmart, Inc.3.33%
RTXRaytheon Co.3.24%
DISWalt Disney Co2.96%
Top 10 Concentration: 30.35%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
8.24%
Frequency
Annually
Latest Distribution
$1.82
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Peer Comparison

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

ABVIX Mutual Fund Overview

ABVIX Mutual Fund (AB Large Cap Value Fund Class I) is managed by AllianceBernstein L.P. with $2.0M in net assets. ABVIX expense ratio is 0.65%, holding 62 positions across sectors including Industrials, Financials, Health Care. Inception date: 2005-03-01.

ABVIX performance shows a YTD return of 21.47%. The 1-year return is 34.52% and the 5-year return is 13.77%. ABVIX dividend yield stands at 8.24%, paid annually.

ABVIX top holdings include Alphabet Inc. C (3.6%), Exxon Mobil Corp. (3.4%), Walmart, Inc. (3.3%), Raytheon Co. (3.2%), Walt Disney Co (3.0%). Go to all ABVIX holdings, ABVIX sectors, or ABVIX dividends.

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