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Morningstar

AB Equity Income Z AUIZX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 34.07  /  +0.92 %
  • Total Assets 572.0 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 1.61%
  • Turnover 38%

USD | NAV as of Jul 22, 2024 | 1-Day Return as of Jul 22, 2024, 10:13 PM GMT+0

Morningstar’s Analysis AUIZX

Will AUIZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AUIZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AUIZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AUIZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Income by name, not necessarily by nature.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

AB Equity Income is improving, though its unique team and dividend-focused approach are yet to stand out.

by Chris Tate
Rated on Published on

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Portfolio Holdings AUIZX

More AUIZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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