Ab Tax-Aware Short Duration ETF Price & Performance (TAFI)

AllianceBernstein reported first-quarter 2025 earnings that beat analyst expectations, with EPS reaching $0.80 and net revenues at $838 million. Despite a 5% year-over-year revenue dip, adjusted earnings rose 10%. The firm’s diversified asset mix and focus on private markets contributed to positive investor sentiment, lifting shares pre-market.12

Mackenzie Financial has introduced new target-date bond ETFs, including the Target 2027 and 2029 North American IG Corporate Bond ETFs. These funds aim to provide regular income and capital preservation by investing primarily in investment-grade Canadian and US bonds, with distributions reinvested and a set termination date for each ETF.3

Indian mutual fund houses are increasingly combining debt and arbitrage strategies to make products more tax-friendly. By allocating less than 65% to fixed income and the remainder to arbitrage, these funds offer lower tax rates for long-term investors, though this shift alters the core risk-return profile of traditional debt funds.2