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ABPZX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$12.17
Change
+$0.11 (+0.91%)
Net Assets
93.23M

ABPZX AB Sustainable Thematic Balanced Port Z Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V).

Industry description

The investment seeks to achieve a high total return without, in the opinion of the Adviser, undue risk to principal. The fund invests in a diversified portfolio of equity and fixed-income securities. Normally, the fund’s investments will consist of approximately 60% equity securities and 40% fixed-income securities, but these target allocations may vary. The fund will not purchase a security if as a result less than 25% of its total assets would be invested in either equity securities or fixed-income securities. Under normal circumstances, at least 80% of its net assets will be invested in securities of issuers that meet the fund’s sustainability criteria.

Market Cap

The average market capitalization across the AB Sustainable Thematic Balanced Port Z MF is 907.14B. The market cap for tickers in the group ranges from 573.25B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is V at 573.25B.

Volume

The average weekly volume growth across all stocks in the AB Sustainable Thematic Balanced Port Z MF was -18%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -17%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 55
Price Growth Rating: 34
SMR Rating: 45
Profit Risk Rating: 21
Seasonality Score: -18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
AllianceBernstein Portfolios1345 Avenue Of The AmericasNew York
Phone
N/A
Web
www.AllianceBernstein.com
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ABPZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ABPZX has been closely correlated with BALFX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if ABPZX jumps, then BALFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ABPZX
1D Price
Change %
ABPZX100%
+0.91%
BALFX - ABPZX
86%
Closely correlated
+0.73%
RAMHX - ABPZX
85%
Closely correlated
+0.77%
RLEFX - ABPZX
85%
Closely correlated
+0.76%
RLBGX - ABPZX
85%
Closely correlated
+0.76%
FBONX - ABPZX
85%
Closely correlated
+0.76%
More