ATTAX

About ATTAX

The AB Tax-Aware Fixed Income Opportunities Portfolio Class A is an actively managed mutual fund designed to provide investors with enhanced after-tax returns through strategic allocation within the municipal bond market. It primarily invests in a diversified selection of municipal securities, the income from which is generally exempt from federal taxes, providing tax-efficient income for investors. The portfolio exhibits flexibility to invest not only in high-quality municipal bonds but also in lower-rated, high-yield municipal and select taxable bonds to optimize yield and manage interest rate risk. Its target duration typically ranges from 4 to 7 years, balancing interest rate sensitivity and income potential. The portfolio is notable for its data-driven, systematic approach, leveraging proprietary technology to dynamically adjust asset allocation and capture opportunities across different sectors and regions. This makes it relevant for investors seeking diversified, core fixed income exposure with a tax-aware focus, supporting both public infrastructure and community development projects funded by municipal debt issuance. The fund serves as a core holding within the municipal bond category, offering exposure across various maturities, credit qualities, and geographic locations while aiming to reduce volatility and maximize after-tax total return.