SUTZX Mutual Fund

SUTZX Mutual Fund

NAV$4.19
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Fund Essentials

Net Assets
$2,194.36
Expense Ratio
0.67%
Dividend Yield (Current)
313.88%
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+6.67%
1 Year+6.53%
3 Year+12.60%

Asset Allocation

Stocks: 94.48%
Cash: 5.52%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
313.88%
Frequency
Annually

Peer Comparison

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

SUTZX Mutual Fund (AB Sustainable US Thematic Portfolio Class Z) is managed by AllianceBernstein L.P. with $2,194.36 in net assets. SUTZX expense ratio is 0.67%, holding 39 positions across various sectors. Inception date: 2022-01-31.

SUTZX performance shows a YTD return of 6.67%. The 1-year return is 6.53%. SUTZX dividend yield stands at 313.88%, paid annually.

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

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