IDPAX Mutual Fund

NAV$11.45

Fund Essentials

Net Assets
$323,734.76
Expense Ratio
0.90%
Dividend Yield (Current)
3.71%
Holdings
723
Inception Date
Jul 22, 2019
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+6.31%
1 Year+5.50%
3 Year+5.20%
5 Year-0.84%

Asset Allocation

Bonds: 100.14%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 723 holdings for IDPAX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.71%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
FundXLS Pro
See how IDPAX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
X-ray my whole portfolio$99/yr Pro · Cancel anytime
From MarketXLS, trusted since 2014.

IDPAX Mutual Fund Overview

IDPAX Mutual Fund (AB Core Bond Portfolio Class A) is managed by AllianceBernstein L.P. with $323,734.76 in net assets. IDPAX expense ratio is 0.90%, holding 723 positions across various sectors. Inception date: 2019-07-22.

IDPAX performance shows a YTD return of 6.31%. The 1-year return is 5.50% and the 5-year return is -0.84%. IDPAX dividend yield stands at 3.71%, paid monthly.

IDPAX top holdings include a diversified portfolio. View all IDPAX holdings, sector breakdown, or dividend history.

IDPAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IDPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.