MENU
+Compare
ATWYX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$22.65
Change
+$0.16 (+0.71%)
Net Assets
868.14M

ATWYX AB Tax-Managed Wealth Apprec Strat Adv Forecast, Technical & Fundamental Analysis

Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in equity securities, either directly or through underlying investment companies advised by the Adviser ("Underlying Portfolios"). A majority of the fund's assets are expected to be invested directly in U.S. large-cap equity securities, primarily common stocks, in accordance with the Adviser's U.S. Strategic Equities investment strategy ("U.S. Strategic Equities").

Market Cap

The average market capitalization across the AB Tax-Managed Wealth Apprec Strat Adv MF is 2.77T. The market cap for tickers in the group ranges from 1.94T to 3.37T. NVDA holds the highest valuation in this group at 3.37T. The lowest valued company is GOOG at 1.94T.

Volume

The average weekly volume growth across all stocks in the AB Tax-Managed Wealth Apprec Strat Adv MF was 2%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 59
Price Growth Rating: 41
SMR Rating: 19
Profit Risk Rating: 9
Seasonality Score: 45 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
AllianceBernstein Portfolios1345 Avenue Of The AmericasNew York
Phone
N/A
Web
www.AllianceBernstein.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPBC39.950.60
+1.53%
Simplify US Equity PLUS Bitcoin Stgy ETF
JETU31.030.21
+0.68%
MAX Airlines 3X Leveraged ETN
AFLG35.340.20
+0.57%
First Trust Active Factor Large Cap ETF
DFSB50.800.03
+0.06%
Dimensional Global Sstby Fxd Inc ETF
TBLL105.76N/A
N/A
Invesco Short Term Treasury ETF

ATWYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ATWYX has been closely correlated with RWIFX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if ATWYX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ATWYX
1D Price
Change %
ATWYX100%
+0.71%
RWIFX - ATWYX
97%
Closely correlated
+0.73%
RWIEX - ATWYX
95%
Closely correlated
+0.73%
RWICX - ATWYX
95%
Closely correlated
+0.74%
CWGCX - ATWYX
94%
Closely correlated
+0.72%
CWGFX - ATWYX
94%
Closely correlated
+0.73%
More