ABWAX Mutual Fund

ABWAX Mutual Fund

NAV$16.84
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Fund Essentials - as of Feb 28, 2026

Net Assets
$377M
Expense Ratio
1.14%
Dividend Yield (Current)
10.48%
Holdings
1,452
Inception Date
Sep 2, 2003
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.97%
1 Year+14.60%
3 Year+11.60%
5 Year+3.96%
10 Year+5.65%

Asset Allocation

Stocks: 31.20%
Bonds: 40.80%
Other: 28.00%
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Top Holdings

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TickerNameWeight
IEFAIshares Core Msci Eafe ETF8.11%
IAGGIshares Core Intl Aggregate Bnd Et6.88%
IEMGIshares Core Msci Emerging Mar6.64%
-Apple Inc 3.75 09/12/20474.81%
GMOXXAb Fixed Income Shares, Inc. - Government Money Market Portfolio3.97%
Top 10 Concentration: 36.59%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
10.48%
Frequency
Annually
Latest Distribution
$1.61
-

Peer Comparison

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

ABWAX Mutual Fund Overview

ABWAX Mutual Fund (AB All Market Total Return Portfolio Class A) is managed by AllianceBernstein L.P. with $377.5M in net assets. ABWAX expense ratio is 1.14%, holding 1452 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2003-09-02.

ABWAX performance shows a YTD return of 6.97%. The 1-year return is 14.60% and the 5-year return is 3.96%. ABWAX dividend yield stands at 10.48%, paid annually.

ABWAX top holdings include Ishares Core Msci Eafe ETF (8.1%), Ishares Core Intl Aggregate Bnd Et (6.9%), Ishares Core Msci Emerging Mar (6.6%), Apple Inc 3.75 09/12/2047 (4.8%), Ab Fixed Income Shares, Inc. - Government Money Market Portfolio (4.0%). Go to all ABWAX holdings, ABWAX sectors, or ABWAX dividends.

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