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Upturn AI SWOT - About
Ab Tax-Aware Short Duration ETF (TAFI)
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Upturn Advisory Summary
10/24/2025: TAFI (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 5.7% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 |
Upturn AI SWOT
Ab Tax-Aware Short Duration ETF
ETF Overview
Overview
The AB Tax-Aware Short Duration ETF seeks to maximize after-tax total return, consistent with preservation of capital, by investing primarily in a diversified portfolio of short-duration investment-grade fixed-income securities. It aims to be tax-efficient, focusing on strategies to minimize taxable distributions.
Reputation and Reliability
AllianceBernstein (AB) is a well-established global investment management firm with a strong reputation and extensive experience.
Management Expertise
AB has a team of experienced fixed-income portfolio managers with expertise in short-duration strategies and tax-aware investing.
Investment Objective
Goal
To maximize after-tax total return, consistent with preservation of capital.
Investment Approach and Strategy
Strategy: Actively managed, focusing on short-duration investment-grade fixed-income securities with a tax-aware approach.
Composition Primarily invests in U.S. dollar-denominated investment-grade fixed-income securities, including corporate bonds, government securities, and asset-backed securities.
Market Position
Market Share: Data unavailable to provide an accurate market share. The fund is still young, and the market share data is evolving.
Total Net Assets (AUM): Data unavailable. This ETF is newly launched and AUM data is not publicly available.
Competitors
Key Competitors
- NEAR
- MINT
- BSCI
Competitive Landscape
The short-duration bond ETF market is competitive, with several well-established players. AB Tax-Aware Short Duration ETF aims to differentiate itself through its tax-aware investment approach. A potential disadvantage is its newer status compared to competitors with longer track records and larger AUM.
Financial Performance
Historical Performance: Due to the ETF's recent launch, historical performance data is limited.
Benchmark Comparison: Comparison to benchmark not possible due to the limited performance history.
Expense Ratio: 0.14
Liquidity
Average Trading Volume
Average trading volume is currently being established as the ETF is recently launched.
Bid-Ask Spread
Bid-ask spread may fluctuate during initial trading periods due to the newness of the ETF, however the ETF is expected to have competitive bid-ask spreads.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads will impact the performance. Sector growth and market conditions affecting fixed income are also key considerations.
Growth Trajectory
Growth will depend on the ETF's ability to attract assets through its tax-aware strategy and strong performance within its peer group. Changes to the strategy and holdings are expected to be minimal, focused on maintaining its short-duration and tax-efficient characteristics.
Moat and Competitive Advantages
Competitive Edge
The ETF's tax-aware investment approach is a key differentiator, potentially appealing to investors in high-tax brackets. AllianceBernstein's expertise in fixed-income management and tax-efficient strategies provides a competitive advantage. The ETF aims to deliver competitive after-tax returns while preserving capital in a short-duration portfolio.
Risk Analysis
Volatility
Volatility is expected to be low due to the short-duration nature of the portfolio.
Market Risk
Market risk includes interest rate risk (sensitivity to changes in interest rates) and credit risk (risk of default by issuers of the bonds). However, its investment-grade focus and short duration strategy are designed to mitigate these risks.
Investor Profile
Ideal Investor Profile
The ideal investor is a high-net-worth individual or taxable investor seeking tax-efficient income and capital preservation.
Market Risk
Best suited for long-term investors seeking a stable, tax-efficient income stream and capital preservation, rather than active traders.
Summary
The AB Tax-Aware Short Duration ETF is an actively managed fund designed to provide tax-efficient income and capital preservation. It focuses on short-duration investment-grade fixed-income securities and aims to maximize after-tax total return. The ETF's success will depend on its ability to deliver competitive after-tax performance and attract assets. The recently launched ETF differentiates through its tax-aware investment approach and experienced management team.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AllianceBernstein Website
- ETF.com
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be made in consultation with a qualified financial advisor. Performance data is not a guarantee of future results.
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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