SUTAX Mutual Fund

SUTAX Mutual Fund

NAV$4.17
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Fund Essentials

Net Assets
$340,787.83
Expense Ratio
0.92%
Dividend Yield (Current)
314.37%
Holdings
39
Inception Date
Jan 31, 2022
Fund Family
AllianceBernstein L.P.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.40%
1 Year+6.34%
3 Year+12.35%

Asset Allocation

Stocks: 94.48%
Cash: 5.52%
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Dividend Summary

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Dividend Yield (Current)
314.37%
Frequency
Annually

Peer Comparison

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

SUTAX Mutual Fund Overview

SUTAX Mutual Fund (AB Sustainable US Thematic Portfolio Class A) is managed by AllianceBernstein L.P. with $340,787.83 in net assets. SUTAX expense ratio is 0.92%, holding 39 positions across various sectors. Inception date: 2022-01-31.

SUTAX performance shows a YTD return of 6.40%. The 1-year return is 6.34%. SUTAX dividend yield stands at 314.37%, paid annually.

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

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