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Upturn AI SWOT - About
AB Core Plus Bond ETF (CPLS)
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Upturn Advisory Summary
08/14/2025: CPLS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.29% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 33.35 - 35.41 | Updated Date 06/30/2025 |
52 Weeks Range 33.35 - 35.41 | Updated Date 06/30/2025 |
Upturn AI SWOT
AB Core Plus Bond ETF
ETF Overview
Overview
The AB Core Plus Bond ETF seeks to provide total return, consistent with prudent investment management, by investing primarily in a diversified portfolio of investment-grade fixed-income securities. The fund may also invest in below-investment-grade securities, providing a potentially higher yield than core bond funds. The fund aims for a balance between risk and return within the fixed income space.
Reputation and Reliability
AllianceBernstein (AB) is a well-established global investment management firm with a long track record.
Management Expertise
AB has a seasoned management team with extensive experience in fixed-income investing.
Investment Objective
Goal
To provide total return, consistent with prudent investment management.
Investment Approach and Strategy
Strategy: Actively managed ETF investing primarily in U.S. investment grade fixed income securities, with flexibility to invest in below investment grade securities.
Composition Primarily U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities. Also allocates to below-investment-grade bonds, offering a mix of credit qualities.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): Data unavailable. Needs specific value here.
Competitors
Key Competitors
- AGG
- BND
- IEF
- LQD
- TIP
Competitive Landscape
The core bond ETF market is highly competitive, dominated by large, passively managed funds like AGG and BND. AB Core Plus Bond ETF differentiates itself through active management, seeking to outperform the benchmark through security selection and sector allocation. Advantages: potential for outperformance; Disadvantages: higher expense ratio, management risk.
Financial Performance
Historical Performance: Data unavailable. Historical performance figures for various time periods needed here.
Benchmark Comparison: Data unavailable. Performance comparison against a relevant benchmark needed here.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Data unavailable. Average daily trading volume needed.
Bid-Ask Spread
Data unavailable. Bid-ask spread data needed to evaluate trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence the performance of AB Core Plus Bond ETF. Changes in monetary policy also affect the fund's returns.
Growth Trajectory
Data unavailable. Needs detail of changes to strategy and holdings over time to show growth trends.
Moat and Competitive Advantages
Competitive Edge
AB Core Plus Bond ETF's competitive edge lies in its active management approach, which allows the fund to adapt to changing market conditions and capitalize on opportunities. The fund's experienced management team uses a combination of top-down macroeconomic analysis and bottom-up security selection to identify undervalued bonds. The ability to invest in below-investment-grade bonds offers the potential for higher returns. The ETF also may have a unique blend of diversification within the fixed income market.
Risk Analysis
Volatility
Data unavailable. Volatility measures like standard deviation needed.
Market Risk
The AB Core Plus Bond ETF is subject to interest rate risk, credit risk, and market risk. Rising interest rates could negatively impact bond prices, while credit risk refers to the possibility of issuers defaulting on their obligations. The fund's allocation to below-investment-grade bonds increases its credit risk profile.
Investor Profile
Ideal Investor Profile
The ideal investor for AB Core Plus Bond ETF is a risk-aware individual or institution seeking a diversified fixed-income portfolio with the potential for outperformance. They are comfortable with active management and a slightly higher expense ratio.
Market Risk
AB Core Plus Bond ETF is suitable for long-term investors seeking income and capital appreciation through fixed income, but may not be ideal for active traders due to potential for relative underperformance compared to passive index funds and is not specifically for pure passive index followers.
Summary
AB Core Plus Bond ETF is an actively managed fixed-income ETF that aims to provide total return through a diversified portfolio of bonds, including investment-grade and below-investment-grade securities. The fund is managed by AllianceBernstein and seeks to outperform its benchmark through active security selection and sector allocation. It is suitable for investors who are comfortable with active management and a slightly higher expense ratio. However, the investor should acknowledge the fund is subject to interest rate and credit risk. It aims to be a diversified core holding with added potential through tactical management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AllianceBernstein Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. Past performance is not indicative of future results. Please consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AB Core Plus Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets, including any borrowings for investment purposes, in fixed-income securities. It may invest in a broad range of debt securities, including corporate bonds and debt and mortgage- and other asset-backed securities issued by U.S. government-sponsored entities and federal agencies and instrumentalities that are not backed by the full faith and credit of the U.S. government.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.