About ABVYX
AB Large Cap Value Fund Advisor Class is an actively managed mutual fund focused on large-cap U.S. equities that demonstrate value characteristics. Its primary objective is to generate capital appreciation and preserve invested capital by identifying high-quality, well-established companies trading at attractive valuations. The fund is managed by a dedicated team employing a research-driven approach, targeting firms with strong fundamentals and potential catalysts at the company or industry level. It seeks to capitalize on market inefficiencies by emphasizing misunderstood or underappreciated large-cap opportunities. The portfolio is diversified across sectors such as financial services, consumer defensive, healthcare, technology, and industrials, with significant allocations to companies like Wells Fargo, Walmart, and Merck. As a value-oriented fund, it aims to outperform the broader market over a full cycle, offering investors exposure to the long-term growth and stability often associated with blue-chip stocks. The fund features a moderate expense ratio, competitive fee structure within its class, and an average yield, making it a notable component for portfolios seeking large-cap value exposure without sector concentration risk.
Fund Family AllianceBernstein
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol ABVYX
Share Class Advisor Class
Index Russell 1000 Value TR
ABVYX had a total return of 7.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.29%.
