Overview
An actively managed portfolio of primarily US large-cap equity companies that seeks long-term growth of capital with less risk than the market.
About this Fund
- An actively managed large-cap equity portfolio that seeks to outperform the market with less volatility over a full market cycle
- Integrates fundamental and quantitative research to identify compelling opportunities in high-quality companies with stable and sustainable cash flows at attractive prices.
- The portfolio emphasizes downside mitigation, while also capturing most of the upside in rising markets
Investment Approach
- Targets primarily US large capitalization stocks
- Holds approximately 70–90 stocks
Meet The Team
Description: Diversification isn’t about abandoning what worked; it’s about preparing for what’s next. Ready to look beyond US mega caps?
For years, investors were penalized for higher allocations to non-US stocks in a US-dominated market. Now, the tables may be turning.
Prepare for volatility by considering the human responses that drive investing decisions.
Strategies designed to bolster resilience in turbulent times could outperform over the long run.
The Middle East conflict has sparked fears of an inflation shock. For investors, defensive stocks could provide some relief.
Additional Information
Investment Definitions
Alpha is the risk-adjusted measurement of "excess return" over a benchmark. Beta is a measure of an investment’s volatility in comparison to the market as a whole. Duration is a measure of the sensitivity of an asset or portfolio’s price to interest rate movements. Information ratio is a measurement of portfolio returns beyond the returns of a benchmark, compared to the volatility of those returns. R-squared is the percentage of a portfolio’s price movements that can be explained by movements in a benchmark index. Sharpe ratio is a measure of the fund’s return relative to the investment risk it has taken. A higher Sharpe ratio means the fund’s returns have been better given the level of risk the fund has taken. Standard deviation is a measure of the dispersion of a portfolio’s return from its mean. Tracking error is the difference in actual performance between a portfolio and its corresponding benchmark. Up capture measures the percentage of market gains captured when markets are up. Down capture measures the percentage of market losses endured when markets are down.
Risks To Consider
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Foreign (Non-U.S.) Investment Risk: Investments in securities of non-U.S. issuers may involve more risk than those of U.S. issuers. These securities may fluctuate more widely in price and may be more difficult to trade than domestic securities due to adverse market, economic, political, regulatory, or other factors.
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Market Risk: The market values of the portfolio’s holdings rise and fall from day to day, so investments may lose value.
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Past performance does not guarantee future results. There is no assurance that a separately managed account will achieve its investment objective.
Separately managed accounts are subject to market risk, the market values of securities owned will fluctuate so that your investment, when redeemed, may be worth more or less than its original cost.
AllianceBernstein Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AllianceBernstein L.P., the manager of the funds.
AB mutual funds may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any investment products or services to investors residing outside of the United States.
Investment Products Offered:
Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed
The [A/B] logo is a registered service mark of AllianceBernstein and AllianceBernstein® is a registered service mark used by permission of the owner, AllianceBernstein L.P..