AB Discovery Value Fund (ABSZX) Research

The fund's primary strategy involves building a diverse portfolio of U.S. company stocks, focusing on those with small to mid-range market capitalizations. Ordinarily, at least 80% of its total assets are committed to these types of enterprises. For the purpose of this investment approach, small- to mid-capitalization companies are considered those whose market value, at the point of purchase, falls within a specific range: from the smallest company in the Russell 2500® Value Index up to the greater of $5 billion or the market capitalization of the largest company in that same index.

Market snapshot

Symbol
ABSZX
Price
$22.90
Day change
+1.10%
Market cap
$2.5B
52-week range
19.51-23.05
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Mid Cap Value Fund (CHTTX)
  • Calvert Small-Cap Fund (CSVIX)
  • Fidelity Advisor Large Cap Fund (FIDLX)
  • Fidelity Small Cap Discovery Fund (FSCRX)
  • Harbor Small Cap Value Fund (HSVRX)
  • Loomis Sayles Small Cap Growth Fund (LSSIX)
  • Parnassus Mid Cap Fund (PARMX)

Open AB Discovery Value Fund (ABSZX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.