About APWIX
AB Sustainable Thematic Balance Fund I is a multi-asset mutual fund designed to offer investors a diversified mix of equity and fixed income securities, with a central focus on sustainability and forward-looking investment themes. The fund employs both “top-down” and “bottom-up” investment processes to identify securities that are aligned with sustainable global challenges, specifically targeting themes such as health, climate, and empowerment in line with the United Nations Sustainable Development Goals. Its equity allocation primarily features U.S. companies diversified across industries and market capitalizations, while the fixed income portion is composed largely of U.S. government and agency debt securities.
The fund is benchmark-agnostic, seeking opportunities beyond traditional market indices. It relies on in-depth company analysis with an emphasis on earnings growth, valuation, management quality, and exposure to environmental, social, and governance (ESG) factors. AB Sustainable Thematic Balance Fund I aims to limit exposure to sectors deemed controversial, such as thermal coal, controversial weapons, and tobacco, reflecting its sustainability mandate. This approach makes it notable for investors interested in integrating ESG principles without sacrificing diversification or exposure to key market sectors.
Fund Family AllianceBernstein
Category Allocation--50% to 70% Equity
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol APWIX
Share Class Class I
Index S&P 500 TR
APWIX had a total return of 5.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.88%.
