ABWCX — AB All Market Total Return Portfolio

Data updated: 2026-04-24

ABWCX — AB All Market Total Return Portfolio: Total Return Allocation · $432.38M AUM · 1.90% expense ratio · 16.0% 1-yr return. Holdings, expenses…

ABWCX Fund Overview

ABWCX — AB All Market Total Return Portfolio is a US mutual fund managed by Ab Portfolios, categorised as Total Return Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Ab Portfolios
  • Category: Total Return Allocation
  • Assets under management: $432.38M
  • 1-year return: 16.0%
  • Ticker: ABWCX
  • SEC CIK: 0000812015
  • SEC series ID: S000010512
  • Share class ID: C000029017

ABWCX Holdings

Top 10 holdings of AB All Market Total Return Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
iShares Core MSCI EAFE ETF8.11%
iShares Core International Aggregate Bond ETF6.88%
iShares Core MSCI Emerging Markets ETF6.64%
Japan Treasury Disc Bill4.81%
Alliance Bernstein3.97%
iShares Core S&P 500 ETF2.04%
United States Treasury1.12%
Government National Mortgage Association1.04%
NVIDIA Corp0.99%
Japan Government Five Year Bonds0.99%

View all ABWCX holdings

ABWCX Portfolio Allocation

Asset-class allocation of AB All Market Total Return Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Equity55.1%
Fixed Income27.6%
Securitized9.1%
Cash & Equivalents9.0%
Derivatives0.3%
Real Estate0.2%

ABWCX Performance

Total returns for ABWCX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD4.0%
1 year16.0%
3 years (annualised)11.8%
5 years (annualised)4.7%

ABWCX Risk Information

Risk metrics for ABWCX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 5.6%

ABWCX Costs and Fees

ABWCX costs about $190 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.90%
  • Gross expense ratio: 1.91%
  • Portfolio turnover: 190%
  • Brokerage commissions: 4.96 bps of average net assets (SEC N-CEN)

ABWCX Cashflows

Over the 12 months to 2026-02, AB All Market Total Return Portfolio had net outflows of $11.73M, from monthly SEC N-PORT filings.

MonthNet flow
2026-02−$4.11M
2026-01−$4.22M
2025-12$34.29M
2025-11−$4.27M
2025-10−$4.32M
2025-09−$3.56M

ABWCX Debt Constituents

Largest debt holdings of AB All Market Total Return Portfolio by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
United States Treasury1.12%
Japan Government Five Year Bonds0.99%
U.K. Gilts0.90%
U.K. Gilts0.82%
Japan Government Two Year Bonds0.73%
Canada Government Bonds0.65%
Mex Bonos Desarr Fix Rt0.62%
French Republic Government Bonds OAT0.58%
Canada Government Bonds0.53%
Poland Government Bond0.48%

ABWCX Prospectus and SEC Filings

Official AB All Market Total Return Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Total Return Allocation funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.