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SDFI
Upturn stock ratingUpturn stock rating

AB Active ETFs, Inc. (SDFI)

Upturn stock ratingUpturn stock rating
$35.76
Last Close (24-hour delay)
Profit since last BUY4.04%
upturn advisory
Consider higher Upturn Star rating
BUY since 171 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

08/14/2025: SDFI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 4.04%
Avg. Invested days 171
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 0.48
52 Weeks Range 33.47 - 35.83
Updated Date 06/30/2025
52 Weeks Range 33.47 - 35.83
Updated Date 06/30/2025

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AB Active ETFs, Inc.

stock logo

ETF Overview

overview logo Overview

AB Active ETFs, Inc. represents a suite of actively managed exchange-traded funds designed to provide investors with access to investment strategies that seek to outperform traditional market benchmarks. The ETFs aim for capital appreciation and income generation, employing active asset allocation across various sectors and asset classes.

reliability logo Reputation and Reliability

AllianceBernstein (AB) is a well-established global investment management firm with a long history and a reputation for research-driven investment strategies.

reliability logo Management Expertise

AB has experienced portfolio managers and research analysts with expertise in various asset classes and investment styles.

Investment Objective

overview logo Goal

The primary investment goal of AB Active ETFs, Inc. is to achieve long-term capital appreciation and/or income through active management of a portfolio of securities.

Investment Approach and Strategy

Strategy: These ETFs employ an active investment strategy, with portfolio managers making decisions on asset allocation, security selection, and market timing to achieve their objectives.

Composition The composition varies depending on the specific ETF within the AB Active ETFs, Inc. family, but typically includes a mix of stocks, bonds, and potentially other asset classes like commodities or real estate. The specific holdings are actively managed.

Market Position

Market Share: Insufficient data to provide accurate market share for the entire 'AB Active ETFs, Inc.' as it is a group of ETFs; individual ETF market shares would need to be assessed.

Total Net Assets (AUM): Data unavailable. AUM varies widely depending on the specific ETF within the AB Active ETFs, Inc. family. Refer to individual ETF prospectuses for this data.

Competitors

overview logo Key Competitors

  • ARK Innovation ETF (ARKK)
  • First Trust Innovation ETF (TARK)
  • Invesco QQQ Trust (QQQ)
  • SPDR S&P 500 ETF Trust (SPY)

Competitive Landscape

The ETF industry is highly competitive, with many established players and new entrants. AB Active ETFs, Inc. competes with both passively managed index funds and other actively managed ETFs. Advantages of AB Active ETFs, Inc. include the potential for outperformance through active management and the expertise of AB's investment professionals. A potential disadvantage is higher expense ratios compared to passively managed funds.

Financial Performance

Historical Performance: Historical performance data is not available without specifying a particular ETF from AB Active ETFs, Inc. Past performance is not indicative of future results.

Benchmark Comparison: Benchmark comparison data is not available without specifying a particular ETF from AB Active ETFs, Inc. The appropriate benchmark depends on the specific investment strategy of each ETF.

Expense Ratio: Expense ratios vary depending on the specific ETF within AB Active ETFs, Inc. Refer to individual ETF prospectuses for specific expense ratios.

Liquidity

Average Trading Volume

The average trading volume varies depending on the specific ETF within the AB Active ETFs, Inc. family, impacting its ease of trading.

Bid-Ask Spread

The bid-ask spread varies depending on the specific ETF within the AB Active ETFs, Inc. family and market conditions, reflecting the cost of immediacy when trading.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rates, inflation, and GDP growth, sector-specific growth prospects, and overall market sentiment influence the performance of AB Active ETFs, Inc..

Growth Trajectory

The growth trajectory depends on investor demand for actively managed ETFs, market conditions, and the ability of AB's portfolio managers to deliver superior risk-adjusted returns. Changes to strategy and holdings are actively managed by the AB team.

Moat and Competitive Advantages

Competitive Edge

AB Active ETFs, Inc. benefits from the established reputation and global research capabilities of AllianceBernstein. Their active management approach seeks to capitalize on market inefficiencies and generate alpha for investors. Their competitive advantage includes a disciplined investment process, experienced portfolio managers, and a wide range of investment strategies. By providing actively managed strategies in an ETF wrapper, they offer investors access to AB's expertise in a cost-effective and transparent manner. However, successful active management is never guaranteed.

Risk Analysis

Volatility

Volatility varies depending on the specific ETF and the underlying asset classes. Refer to the specific ETF prospectus for volatility data.

Market Risk

Specific risks associated with AB Active ETFs, Inc.'s underlying assets include market risk, interest rate risk (for bond ETFs), credit risk, and sector-specific risks. These risks depend on the ETF's investment strategy and asset allocation.

Investor Profile

Ideal Investor Profile

The ideal investor profile for AB Active ETFs, Inc. includes individuals and institutions seeking actively managed investment strategies with the potential for outperformance compared to passive index funds. Suitable for investors who understand and accept the risks associated with active management and are willing to pay higher expense ratios for the potential benefits.

Market Risk

AB Active ETFs, Inc. may be suitable for both long-term investors and active traders, depending on their investment goals and risk tolerance. Investors looking for specific exposure and active management may find them compelling.

Summary

AB Active ETFs, Inc. offers a range of actively managed ETFs by AllianceBernstein, aiming to provide investors with potentially superior returns through active asset allocation and security selection. The attractiveness depends on the investor's belief in AB's management team and willingness to pay higher expense ratios for active management. Performance depends on their ability to identify and capitalize on market inefficiencies. Investors should carefully review the individual ETF's prospectus to understand its specific investment strategy, risks, and expenses, as performance is not guaranteed.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • AllianceBernstein (AB) website
  • ETF provider websites
  • Financial news sources
  • ETF databases

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market data is believed to be accurate but is not guaranteed. AUM data can vary and may not be fully up-to-date. ETF market share data can vary between providers.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About AB Active ETFs, Inc.

Exchange NYSE ARCA
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 income-producing securities. Under normal circumstances, the fund will typically maintain a dollar-weighted average duration of less than three years, although it may invest in securities of any duration or maturity.