ABASX Rating, Research - Alliancebern Small-Mid Cap Value A

Alliancebern Small-Mid Cap Value A (abasx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 54

Threats + Weaknesses = 37

When strengths & opportunities substantially exceed threats & weaknesses an investment in the abasx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Alliancebern Small-Mid Cap Value A (ABASX) Description: ABASX is a mutual fund, which is an investment that owns a basket of assets. The ABASX mutual fund was provided by Alliance Bernstein and this investment vehicle derives the majority of its value from equity holdings (stocks). Alliance Bernsteins mutual fund has a medium management tenure and is in the large fund size classification. ABASXs minimum initial investment amount is $2500 while the IRA minimum is $2500. ABASXs expense ratio is roughly 1%. The latest ABASXs front end load was 4% and the back end load was 0%. The Alliancebern Small-Mid Cap Value A (ABASX) mutual fund falls under the mid-cap value category. ABASX focuses its investments in USA and ABASX is not affiliated with a particular industry or fund sector. The Alliancebern Small-Mid Cap Value A (ABASX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ABASXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ABASXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term growth. The fund invests normally at least 80% of assets in equity securities (see equity research) of companies of any size throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. It seeks to be diversified internationally and therefore regularly invests in foreign companies and domestic companies that have principal operations in foreign jurisdictions.

Management Analysis Update

Performance Analysis Update