AB Sustainable Thematic Balanced PortfolioABPYX
Type
Mutual fund
Peer group
Allocation
Net assets
$82.0M
Expense ratio
0.76%
1-year return
+6.9%
3 years, a year
+7.9%
5 years, a year
+2.4%
Holdings
72
What it aims to do.
The Funds investment objective is to achieve a high total return without, in the opinion of the Adviser, undue risk to principal.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Alliance Bernstein | 4.16% |
| AAPL Apple Inc | 3.66% |
| United States Treasury | 3.50% |
| United States Treasury | 3.49% |
| United States Treasury | 2.92% |
| United States Treasury | 2.86% |
| NVDA NVIDIA Corp | 2.66% |
| MSFT Microsoft Corp | 2.58% |
| JNJ Johnson & Johnson | 2.57% |
| United States Treasury | 2.39% |
More on ABPYX.
- ABPYX overview
- ABPYX holdings
- ABPYX risk
- ABPYX costs
- ABPYX money in and out
- ABPYX share classes
- Compare ABPYX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.