ABWIX Mutual Fund

ABWIX Mutual Fund

NAV$17.57
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Fund Essentials - as of Feb 28, 2026

Net Assets
$679,689.01
Expense Ratio
0.93%
Dividend Yield (Current)
10.34%
Holdings
1,452
Inception Date
Mar 1, 2005
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.09%
1 Year+14.89%
3 Year+12.11%
5 Year+4.36%
10 Year+6.95%

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%
-Japan Treasury Discount Bill 0 2026-03-304.81%
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)
10.34%
Frequency
Annually
Latest Distribution
$1.61
-

Peer Comparison

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

ABWIX Mutual Fund Overview

ABWIX Mutual Fund (AB All Market Total Return Portfolio Class I) is managed by AllianceBernstein L.P. with $679,689.01 in net assets. ABWIX expense ratio is 0.93%, holding 1452 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2005-03-01.

ABWIX performance shows a YTD return of 7.09%. The 1-year return is 14.89% and the 5-year return is 4.36%. ABWIX dividend yield stands at 10.34%, paid annually.

ABWIX 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%), Japan Treasury Discount Bill 0 2026-03-30 (4.8%), Ab Fixed Income Shares, Inc. - Government Money Market Portfolio (4.0%). Go to all ABWIX holdings, ABWIX sectors, or ABWIX dividends.

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