AIVIX Mutual Fund

AIVIX Mutual Fund

NAV$20.88
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Fund Essentials - as of May 31, 2026

Net Assets
$1M
Expense Ratio
0.99%
Dividend Yield (Current)
2.63%
Holdings
153
Inception Date
Mar 1, 2005
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+11.87%
1 Year+27.20%
3 Year+17.53%
5 Year+11.76%
10 Year+8.44%

Asset Allocation

Stocks: 97.45%
Other: 2.56%
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Top Holdings

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TickerNameWeight
SHELShell Plc3.46%
TOELF:TKTokyo Electron Limited (Adr)2.67%
ROG:SMRoche Holding Ag2.63%
GMOXXAb Fixed Income Shares, Inc. - Government Money Market Portfolio2.43%
8308:JPResona Holdings, Inc. Com Stk2.22%
Top 10 Concentration: 23.21%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.63%
Frequency
Annually
Latest Distribution
$0.44
-

Peer Comparison

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

AIVIX Mutual Fund Overview

AIVIX Mutual Fund (AB International Value Fund Class I) is managed by AllianceBernstein L.P. with $1.4M in net assets. AIVIX expense ratio is 0.99%, holding 153 positions across sectors including Financials, Energy, Consumer Discretionary. Inception date: 2005-03-01.

AIVIX performance shows a YTD return of 11.87%. The 1-year return is 27.20% and the 5-year return is 11.76%. AIVIX dividend yield stands at 2.63%, paid annually.

AIVIX top holdings include Shell Plc (3.5%), Tokyo Electron Limited (Adr) (2.7%), Roche Holding Ag (2.6%), Ab Fixed Income Shares, Inc. - Government Money Market Portfolio (2.4%), Resona Holdings, Inc. Com Stk (2.2%). Go to all AIVIX holdings, AIVIX sectors, or AIVIX dividends.

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