IDPZX Mutual Fund

IDPZX Mutual Fund

NAV$11.05
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Fund Essentials - as of Mar 31, 2026

Net Assets
$9M
Expense Ratio
0.28%
Dividend Yield (Current)
4.48%
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-0.92%
1 Year+2.31%
3 Year+3.58%
5 Year-0.64%
10 Year+1.21%

Asset Allocation

Bonds: 100.14%
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Top Holdings

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TickerNameWeight
B 0 04/16/26Us T Bill Zcp 04/16/265.15%
-U.S. Treasury Bills 0 2026-04-094.44%
T 3.625 05/31/28Us Treas Nts 3.625% 05/31/282.36%
T 4.875 10/31/28U.S. Treasury Notes, 4.875%, 10/31/20282.20%
-Federal National Mortgage Association Fnma-30Yr2.12%
Top 10 Concentration: 24.07%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.48%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

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

IDPZX Mutual Fund Overview

IDPZX Mutual Fund (AB Core Bond Portfolio Class Z) is managed by AllianceBernstein L.P. with $8.7M in net assets. IDPZX expense ratio is 0.28%, holding 723 positions across sectors including Financials, Energy, Consumer Discretionary. Inception date: 2019-07-22.

IDPZX performance shows a YTD return of -0.92%. The 1-year return is 2.31% and the 5-year return is -0.64%. IDPZX dividend yield stands at 4.48%, paid monthly.

IDPZX top holdings include Us T Bill Zcp 04/16/26 (5.2%), U.S. Treasury Bills 0 2026-04-09 (4.4%), Us Treas Nts 3.625% 05/31/28 (2.4%), U.S. Treasury Notes, 4.875%, 10/31/2028 (2.2%), Federal National Mortgage Association Fnma-30Yr (2.1%). Go to all IDPZX holdings, IDPZX sectors, or IDPZX dividends.

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