About ABVIX
AB Large Cap Value Fund Class I is an equity mutual fund that focuses on investing in large-capitalization companies considered undervalued by its management team. Utilizing a fundamental value-driven investment approach, the fund seeks out high-quality businesses trading at attractive valuations, often looking for firms with strong fundamentals, distinctive industry or company-level catalysts, and opportunities that may be misunderstood by the broader market. The portfolio is broadly diversified across a range of sectors, with notable exposure to industries such as financial services, consumer defensive, technology, and healthcare. Key holdings typically include prominent established companies like Wells Fargo, Walmart, and Merck. The fund’s primary objective is long-term capital appreciation, and it benchmarks its performance against indices like the Russell 1000 Value Index and the S&P 500. Managed by AllianceBernstein, the fund is designed for institutional investors and is recognized for its cost efficiency compared to peers in the large value category. Overall, AB Large Cap Value Fund Class I plays a significant role for investors seeking diversified large-cap value exposure with a disciplined, research-intensive investment process.
Fund Family AllianceBernstein
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol ABVIX
Share Class Class I
Index Russell 1000 Value TR
ABVIX had a total return of 33.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.29%.
