About ABVAX
AB Large Cap Value Fund Class A is an equity mutual fund focused on achieving long-term capital growth by investing in a diversified portfolio of large capitalization companies based primarily in the United States. The fund targets stocks that the investment team identifies as undervalued, leveraging in-depth company analysis to uncover high-quality businesses with strong fundamentals and potential catalysts for appreciation. It typically allocates at least 80% of its net assets to equity securities in this large-cap value segment, with the flexibility to invest up to 15% of assets in non-U.S. companies. Notable sectors represented within the fund’s holdings include financial services, consumer defensive, technology, healthcare, and industrials, featuring companies such as Wells Fargo, Walmart, and NXP Semiconductors. Managed by AllianceBernstein, the fund aims to deliver attractive risk-adjusted returns over a full market cycle, appealing to investors seeking stable growth through established market leaders that may be overlooked by others. With an inception dating back to 2001, it plays a significant role among large value mutual funds and is designed for those interested in traditional, research-driven value investing strategies.
Fund Family AllianceBernstein
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ABVAX
Share Class Class A
Index Russell 1000 Value TR
ABVAX had a total return of 27.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.96%.
