Ab Discovery Mutual Fund Money Managers
| ABASX Fund | USD 21.40 0.01 0.05% |
Break down of Ab Discovery's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Ab Discovery's future under-performance.
| James MacGregor Executive Fund Manager |
| More |
ABASX |
Ab Discovery Net Asset Comparison
Ab Discovery Value is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 33.22 Billion. Ab Discovery holds roughly 2.69 Billion in net asset claiming about 8% of funds listed under Small Value category.
Ab Discovery Value Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Ab Discovery Value Price Series Summation is a cross summation of Ab Discovery price series and its benchmark/peer.
Ab Discovery Stakeholder
| James MacGregor | Fund Manager | Profile |
About Ab Discovery Management Performance
The success or failure of an entity such as Ab Discovery Value often depends on how effective the management is. Ab Discovery management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of ABASX management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the ABASX management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies. Under normal circumstances, it invests at least 80 percent of its net assets in securities of small- to mid-capitalization companies. For purposes of this policy, small- to mid-capitalization companies are those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500 Value Index and the greater of 5 billion or the market capitalization of the largest company in the Russell 2500 Value Index.
Please note that past performance is not an indicator of the future performance of Ab Discovery, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ab Discovery Value Annual Yield
In accordance with the recently published financial statements, Ab Discovery Value has an Annual Yield of 0.0042%. This is 95.33% lower than that of the AllianceBernstein family and significantly higher than that of the Small Value category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ab Discovery Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.