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
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol ABVYX
Share Class Advisor Class
Index Russell 1000 Value TR
ABVYX had a total return of 22.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.89%.
