ATTAX Mutual Fund

ATTAX Mutual Fund (AB Tax-Aware Fixed Income Opportunities Portfolio Class A) is managed by AllianceBernstein L.P. with $118.6M in net assets. ATTAX expense ratio is 0.96%, holding 1018 positions across sectors including Financials, Utilities, Industrials. Inception date: 2013-12-11.

ATTAX performance shows a YTD return of -3.82%. The 1-year return is -2.46% and the 5-year return is 0.99%. ATTAX dividend yield stands at 3.87%, paid monthly.

ATTAX top holdings include Ab Government Money Market Ab (1.2%), Long Beach (City Of), Ca (Green Bonds), Series 2025, Ref. Rb (0.7%), California Cmnty Choice Fing A Ccedev 06/36 Fixed 5 5 06/01/2036 (0.7%), Southeast Var 01/54 (0.7%), Ca Cmnty Choice-A-1 Frn 4/1/2056 2056-04-01 (0.7%). Go to all ATTAX holdings, ATTAX sectors, or ATTAX dividends.

ATTAX can be compared against other funds. Use ATTAX overlap to find shared positions, or ATTAX vs another fund for a side-by-side view. ATTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.