Mutual Funds - Profile

AB Select US Long-Short Portfolio

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Rank

Universe Rank

Summary

The fund seeks capital appreciation with downside protection by investing in U.S. companies.

The fund normally invests in large- and mid-size companies and at times also takes short positions in small-size companies.

The fund takes long positions in companies with positive growth outlook, strong financial statements, high barriers to entry and shareholder-friendly management.

The fund sells short meaning selling borrowed stocks when companies are facing near-term difficulties such as high valuation, questions about quality of or deterioration in quality of earnings, or weakening demand or competitive position.

The fund derives the ratio between long More

Price

  • Last Close
  • $15.49
    +0.04
  • 52 Week HL
  • $15.73 - $12.78
  • Net Assets
  • $1443.3 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Microsoft Corporation 3.30
Apple Inc 3.12
Honeywell Intl 2.50
Procter & Gamble 2.30
Alphabet Inc 2.19
Company Holding
Berkshire Hathaway 2.15
Norfolk Southern 2.02
Amazon Com 1.91
Facebook Inc 1.90
Goldman Sachs 1.51
Total 22.9%

Manager

  • Name
  • Kurt Feuerman
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
13.6 % YTD

  • 3 Year
  • 29%
  • 5 Year
  • 50.17%
  • Best
  • 19.28%
    2013
  • Worst
  • -1.62%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
ASYLX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 5.2% -10.6% 6.5% -0.5% 2% -0.4% 0.7% -0.2% 6.8% - -
Q2 5% 8.7% 3% 3.9% 2.1% 1.4% -0.7% 2.1% 2.6% -100% -
Q3 -0.1% 6.5% 0.2% 5.1% 2.7% 1.5% -4.4% 0.7% 3.1% -100% -
Q4 3% 2% 1.9% -8.8% 5% 2.2% 3.8% 0.9% 5.4% 0.4% -

Returns +
M

J F M A M J J A S O N D
2021 -0.7% 2.4% 3.4% 3.4% 0.8% 0.7% 0.9% 1.8% -2.7% 3% - -
2020 -0.4% -4.8% -5.8% 5.3% 2.4% 0.9% 3.5% 5.3% -2.3% -1.7% 5.6% -1.7%

Annual Return

Index Comparison

Alpha

NAV