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TAFI
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Ab Tax-Aware Short Duration ETF (TAFI)

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$25.18
Last Close (24-hour delay)
Profit since last BUY1.7%
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Consider higher Upturn Star rating
BUY since 61 days
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Upturn Advisory Summary

08/14/2025: TAFI (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 4.81%
Avg. Invested days 41
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
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 -
52 Weeks Range 24.15 - 25.16
Updated Date 06/29/2025
52 Weeks Range 24.15 - 25.16
Updated Date 06/29/2025

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Ab Tax-Aware Short Duration ETF

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ETF Overview

overview logo Overview

The AB Tax-Aware Short Duration ETF seeks to provide current income consistent with capital preservation, focusing on short-duration, investment-grade securities while minimizing federal income taxes.

reliability logo Reputation and Reliability

AllianceBernstein (AB) is a well-established global investment management firm with a strong reputation and a long track record.

reliability logo Management Expertise

AB has a team of experienced fixed-income professionals with expertise in short-duration strategies and tax-aware investing.

Investment Objective

overview logo Goal

Seeks current income consistent with capital preservation, while minimizing federal income taxes.

Investment Approach and Strategy

Strategy: The ETF does not track a specific index, but employs an active management approach.

Composition Primarily invests in investment-grade U.S. dollar-denominated fixed-income securities with short maturities.

Market Position

Market Share: Insufficient information available to calculate a precise market share.

Total Net Assets (AUM):

Competitors

overview logo Key Competitors

  • NEAR
  • MINT
  • GGOV
  • BIL

Competitive Landscape

The short-duration bond ETF market is competitive, with several established players. AB Tax-Aware Short Duration ETF differentiates itself with its tax-aware approach and active management. Its advantages might be higher after-tax returns compared to passively managed funds in taxable accounts. Disadvantages may include higher expense ratios than some passively managed competitors and potential underperformance relative to the benchmark.

Financial Performance

Historical Performance: Historical performance data is not available here but can be gathered from reliable sources.

Benchmark Comparison: Comparison to a relevant short-duration fixed income benchmark like the Bloomberg Barclays 1-3 Year U.S. Government/Credit Index is needed to assess effectiveness.

Expense Ratio:

Liquidity

Average Trading Volume

Average trading volume information is not available here but can be gathered from reliable sources.

Bid-Ask Spread

Bid-ask spread information is not available here but can be gathered from reliable sources.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rates, inflation, and the overall health of the credit market significantly impact the ETF's performance. Sector growth is not applicable as this is a fixed-income ETF.

Growth Trajectory

Growth trajectory depends on the fund's ability to attract assets and generate competitive risk-adjusted returns within the short-duration fixed-income space. Active management strategy and changes to holdings could impact performance.

Moat and Competitive Advantages

Competitive Edge

AB Tax-Aware Short Duration ETF's competitive advantage lies in its tax-aware approach, which aims to maximize after-tax returns for investors. Active management allows for strategic allocation within the short-duration fixed income market. Its expertise in navigating tax regulations and identifying tax-efficient investment opportunities provides a distinct advantage. The fund's management team's experience and resources contribute to its ability to deliver competitive performance. This niche focus on tax efficiency may attract investors seeking to minimize their tax burden.

Risk Analysis

Volatility

Volatility is expected to be low due to the short duration and investment-grade nature of the holdings.

Market Risk

The primary risks include interest rate risk (sensitivity to changes in interest rates) and credit risk (risk of default by issuers of the bonds held in the portfolio).

Investor Profile

Ideal Investor Profile

The ideal investor is a taxable investor seeking current income with minimal capital risk and a focus on tax efficiency.

Market Risk

This ETF is suitable for long-term investors and passive index followers in taxable accounts. It may also suit active traders who rebalance portfolios for tax benefits.

Summary

The AB Tax-Aware Short Duration ETF aims to provide tax-efficient income while preserving capital by investing in short-duration, investment-grade bonds. Its active management and tax-aware approach differentiate it from passive competitors. The fund suits taxable investors who need low-risk income generation. Its success depends on AB's ability to execute its strategy and navigate market conditions effectively. Before investing, it's imperative to independently obtain and review current financial and risk disclosures information.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • AllianceBernstein (AB) Website
  • ETF.com
  • Morningstar
  • Bloomberg

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions. Data may be delayed or inaccurate.

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 Tax-Aware Short Duration ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively-managed exchange-traded fund ("ETF"). It pursues its objective by investing principally in a national portfolio of both municipal and taxable fixed-income securities. The fund invests, under normal circumstances, at least 80% of its total assets in municipal securities that pay interest that is exempt from federal income tax. These securities may pay interest that is subject to the federal alternative minimum tax for certain taxpayers.