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15 important things you should know about AllianceBernstein AMTOX mutual fund

Updated: September 19, 2020
50
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for AMTOX “stock” price, you can quickly find it out by visiting Finny and typing "AMTOX quote". If you’re looking for a quick scoop on AMTOX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AMTOX". You’ll get all this info in one place.

Are you looking to buy or sell AMTOX? Or perhaps you’re looking for AMTOX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AMTOX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AMTOX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AMTOX buy or sell; the pros and cons of investing in AMTOX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AMTOX.

And here is the list of questions we’ll answer:

  1. Describe AB Bond Fund, Inc: AB All Market Real Return Portfolio; Class 1 Shares (AMTOX).
  2. What are AMTOX holdings?
  3. What is AMTOX performance? What are AMTOX historical returns?
  4. How many up and down years did AMTOX have historically?
  5. What is AMTOX dividend yield?
  6. What is AMTOX minimum initial investment amount?
  7. What is AMTOX expense ratio?
  8. Does AMTOX have any sales loads or 12b-1 distribution expenses?
  9. What is AMTOX tax efficiency (tax-cost ratio)?
  10. What is AMTOX beta? How would you assess AMTOX risk?
  11. What is AMTOX Sharpe ratio?
  12. What is AMTOX Finny Score? AMTOX buy or sell?
  13. What are the pros of investing in AMTOX? What are AMTOX buy reasons?
  14. What are the cons of investing in AMTOX? What are AMTOX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AB Bond Fund, Inc: AB All Market Real Return Portfolio; Class 1 Shares (AMTOX).

The Fund seeks to maximize real return over inflation. The Fund pursues an aggressive investment strategy involving a variety of asset classes. The Fund invests primarily in instruments that the Adviser expects to outperform broad equity indices during periods of rising inflation.

2. What are AMTOX top holdings?

AMTOX has 346 stock holdings and 1 bond holdings.

The top 10 holdings represent 20.79% of total assets. Here are the top holdings:

Name Symbol % Assets
Japan (Government Of) 0.1% N/A 5.89%
iShares Global Energy ETF IXC 2.70%
Royal Dutch Shell PLC B RDSB.L 2.11%
Prologis Inc PLD 1.66%
Vanguard Real Estate ETF VNQ 1.60%
iShares MSCI Global Mtls&Mng Prdcrs ETF PICK 1.56%
Chevron Corp CVX 1.52%
Vanguard Global ex-US Real Est ETF VNQI 1.40%
Total SE FP.PA 1.19%
Vonovia SE VNA.DE 1.16%

3. What is AMTOX performance? What are AMTOX historical returns?

AMTOX has generated the following returns:

  • 1-month return is 1.41%;
  • 3-month return is 6.89%;
  • 1-year return is -2.64%;
  • 3-year return is -0.16%;
  • 5-year return is 2.95%;
  • 10-year return is -0.30%.

4. How many up and down years did AMTOX have historically?

In the last 10 years, AMTOX had 5 up years and 5 down years. See Performances

5. What is AMTOX dividend yield?

AMTOX yield is 1.86%.

6. What is AMTOX minimum initial investment amount?

AMTOX minimum initial investment amount is N/A.

7. What is AMTOX expense ratio?

AMTOX expense ratio is 1.11%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does AMTOX have any sales loads or 12b-1 distribution expenses?

AMTOX 12b-1 distribution fee is 0.25. AMTOX front-end sales load is 0. AMTOX back-end sales load is 0.

9. What is AMTOX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.77%;
  • 3-year ax cost ratio is 0.87%.

See Taxes

10. What is AMTOX beta? How would you assess AMTOX risk?

  • 3-year beta is 1.42;
  • 5-year beta is 1.44;
  • 10-year beta is 1.54.

See Risks

11. What is AMTOX Sharpe ratio?

  • 3-year Sharpe ratio is -0.12;
  • 5-year Sharpe ratio is -0.13;
  • 10-year Sharpe ratio is 0.04.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 3 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 50.

13. What are the pros of investing in AMTOX? What are AMTOX buy reasons?

The following are AMTOX strengths from our perspective:

  • <strong>AMTOX 3-year return</strong> is -0.16%, which is higher than the 3-year return of the benchmark index (MSCI ACWI Commodity Producers NR USD), -5.57%.
  • <strong>AMTOX 5-year return</strong> is 2.95%, which is higher than the 5-year return of the benchmark index (MSCI ACWI Commodity Producers NR USD), 1.92%.
  • <strong>AMTOX 10-year return</strong> is -0.3%, which is higher than the 10-year return of the benchmark index (MSCI ACWI Commodity Producers NR USD), -1.96%.

14. What are the cons of investing in AMTOX? What are AMTOX negatives?

The following are AMTOX weaknesses from our perspective:

  • <strong>AMTOX net assets</strong> are $614.30 million. This fund is not a popular choice with retail investors.
  • <strong>AMTOX expense ratio</strong> is 1.11%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the AMTOX review, we covered AMTOX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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