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Ab Tax-Aware Short Duration ETF (TAFI)



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Upturn Advisory Summary
08/14/2025: TAFI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Ab Tax-Aware Short Duration ETF
ETF Overview
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.
Reputation and Reliability
AllianceBernstein (AB) is a well-established global investment management firm with a strong reputation and a long track record.
Management Expertise
AB has a team of experienced fixed-income professionals with expertise in short-duration strategies and tax-aware investing.
Investment Objective
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
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.
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 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.

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