AREAX Mutual Fund

AREAX Mutual Fund

NAV$14.74
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Fund Essentials

Net Assets
$14M
Expense Ratio
1.99%
Dividend Yield (Current)
1.81%
Holdings
88
Inception Date
Sep 30, 1996
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+2.32%
1 Year+4.19%
3 Year-3.33%
5 Year+6.82%
10 Year+2.83%

Asset Allocation

Stocks: 98.50%
Cash: 0.98%
Other: 0.53%
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Dividend Summary

View Details →
Dividend Yield (Current)
1.81%
Frequency
Quarterly
Latest Distribution
$0.31
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Peer Comparison

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

AREAX Mutual Fund Overview

AREAX Mutual Fund (AB Global Real Estate Investment Fund) is managed by AllianceBernstein L.P. with $14.5M in net assets. AREAX expense ratio is 1.99%, holding 88 positions across various sectors. Inception date: 1996-09-30.

AREAX performance shows a YTD return of 2.32%. The 1-year return is 4.19% and the 5-year return is 6.82%. AREAX dividend yield stands at 1.81%, paid quarterly.

AREAX top holdings include a diversified portfolio. Go to all AREAX holdings, AREAX sectors, or AREAX dividends.

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