AIVIX Mutual Fund

AIVIX Mutual Fund

NAV$21.25
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Fund Essentials - as of Feb 28, 2026

Net Assets
$1M
Expense Ratio
0.99%
Dividend Yield (Current)
2.66%
Holdings
144
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+17.52%
5 Year+11.74%
10 Year+8.43%

Asset Allocation

Stocks: 95.87%
Other: 4.12%
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Top Holdings

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TickerNameWeight
ROG:SMRoche Holding Ag3.76%
SHELShell Plc3.37%
GMOXXAb Fixed Income Shares, Inc. - Government Money Market Portfolio2.85%
ABI:BRAnheuser-Busch Inbev Sa/Nv Ordinary Shares2.33%
TOELF:TKTokyo Electron Limited (Adr)2.19%
Top 10 Concentration: 24.62%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
2.66%
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 $1.5M in net assets. AIVIX expense ratio is 0.99%, holding 144 positions across sectors including Consumer Discretionary, Energy, Industrials. 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 11.74%. AIVIX dividend yield stands at 2.66%, paid annually.

AIVIX top holdings include Roche Holding Ag (3.8%), Shell Plc (3.4%), Ab Fixed Income Shares, Inc. - Government Money Market Portfolio (2.9%), Anheuser-Busch Inbev Sa/Nv Ordinary Shares (2.3%), Tokyo Electron Limited (Adr) (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.